HMRC is active in pursuing tax yield through auditing groups’ compliance with IR35, designed to combat ‘disguised employment’. HMRC’s CEST tool (Check Employment Status for Tax) has not been updated in recent years in response to legal cases and for many groups it cannot be relied upon to determine the status of off-payroll workers. Groups may conduct an internal audit to mitigate risk by reviewing risk management through supply chains, testing contracts against the operational facts and documentation around onboarding and hiring etc.
SPEAKERS
Adam Eagers, Group Tax Director (Europe), A.S. Watson
This unique career masterclass, led by John Jeffcock, CEO of Winmark, provides rare insight into navigating, reaching, and excelling in the C-Suite. It is based on John’s acclaimed book The Suite Spot: Reaching, Leading and Delivering the C-Suite, and is a core feature of MBA programmes including those at Imperial College and University of London.
The session introduces the CXO (Chief Expertise Officer) methodology, offering value to both current and aspiring executives.
“Your session is the absolute favourite with the highest scores from our MBAs, so always very much look forward to it”
Don’t miss this opportunity – reserve your place today!
What Needs To Be On Your Pension Trustee Board Agenda in 2027?
To kick off the 2027 Programme of PensionChair meetings, our technical partners will talk through what is coming down the line for occupational pension schemes, including regulatory changes, emerging risks, and opportunities. We will be covering a range of topics including governance, trusteeship, valuations, and the funding code, covenant, end game options, surplus and data, alongside wider macro-economic and geopolitical issues.
AHN AI Working Group – Meeting Two: Innovation with Governance
The purpose of the Working Group is to empower Boards and Executives in the housing sector to confidently adopt, embed, and lead on using AI for the benefit of their organisations and customers. The group will explore best practices and practical solutions to upskill themselves, develop AI-ready teams and strengthen their strategic contribution.
With new rules coming in at the end of 2026 trustees feel the burden of the decision to extract any surplus as well as how that surplus should be distributed if the decision is made. Though decisions on surplus will have to be in line with trustee duties and take into account wider considerations including members and the strength of the covenant, this is a new responsibility for trustees. This meeting will allow for a sharing of experiences around the decision-making process and discussion of live examples.
SPEAKERS
Graham McLean, Managing Director, Retirement, WTW | Tina Kripps, Senior Managing Director, WTW | Edward Brown, Partner, Hogan Lovells Cadwalader | Arabella Slinger, Senior Partner, XPS Covenant, incorporating Penfida
Opening the Right Doors: Responding to Vulnerability in General Needs Housing
Residents in general needs housing are presenting with increasingly complex and changing support needs. This raises questions about how landlords identify and respond to vulnerability and what they can reasonably provide themselves. This session will explore how providers are adapting their approach to vulnerability in practice — from identification through to response — including what landlords can reasonably provide themselves and where health and other partners need to step in.
SPEAKERS
Kirsty Pepper, Managing Director (North Counties), Peabody | Liz Parsons, Director of Community Investment, Amplius
Burns Lunch with Nausicaa Delfas, CEO of the Pensions Regulator
We are thrilled to be able to invite you to our PensionChair Burns Lunch on 21st January 2027 which is very kindly being hosted by Rothesay. Always a member favourite, we believe this year’s lunch will be no exception, and we would be delighted if you are available to join us.
CHAIR
Sammy Cooper-Smith, Business Development, Rothesay
SPEAKERS
Nausicaa Delfas, Chief Executive, The Pensions Regulator (tPR)
Advanced AI Prompt Engineering & Building AI Agents
Move from using AI to making AI work for you.
This practical masterclass moves beyond basic AI use to show executives how to get significantly more value from generative AI. Participants will learn advanced prompt engineering techniques to improve the quality, consistency and reliability of AI outputs, including structured prompting, context setting and workflow design. The session then explores the next frontier: AI agents that can undertake multi-step tasks, use information and tools, and automate repeatable workflows. Participants will build and test their own AI agent, identify high-value applications within their organisation, and understand the governance, security and human oversight required to deploy agents safely and effectively at scale.
This practical masterclass equips executives to:
• Master advanced prompting for better, more reliable outputs.
• Build AI agents that execute multi-step tasks and workflows.
• Identify high-value opportunities for automation.
• Apply effective governance, security and human oversight.
• Turn AI capability into measurable organisational value.
The adoption and use of AI is not without challenges. If you or your business have concerns surrounding AI knowledge and expertise, efficacy or application, attending our upcoming half-day Masterclass will be extremely valuable.
This insightful and engaging session is led by AI expert, Andrew Burgess. Andrew serves as a member of the AI Committee at the British Standards Institute, is a management consultant, accomplished author, and sought-after speaker, renowned for advising organisations on AI strategy, application, and ethics.
During this highly interactive session, you’ll immerse yourself in AI demonstrations and engaging discussions about AI’s role in your business. You’ll gain a comprehensive understanding of AI capabilities, including the transformative impact of Large Language Models, and fully appreciate the benefits they offer.
Discover how other technologies can complement AI and explore various approaches to developing AI capabilities for your business. Learn the essential steps to initiate your AI journey, along with the tools and methodologies to effectively manage and guide it.
Key Workshop Highlights:
• Defining AI and its boundaries
• Exploring the timely significance of AI
• Unpacking the AI Capability Framework
• Showcasing AI case studies
• Revealing how Large Language Models, like ChatGPT, have reshaped the AI landscape
• Initiating your AI journey confidently
• Addressing the practical and ethical challenges of AI & LLMs
• Charting the future course of AI
Join us to equip yourself with the knowledge and tools needed to embark on your AI journey. Don’t miss this opportunity to redefine your business’s future. Reserve your spot today!
