Developments in Pension Trustee Board Effectiveness, Recruitment & Remuneration
Our annual remuneration survey of Pension Fund Chairs and Trustees is designed to highlight trends around chair and trustee pay and related topics. At the survey launch discussion, we will be sharing the main highlights as well as insights into current board effectiveness priorities and challenges.
SPEAKERS
Jenny Gibbons, Head of Trustee Governance Consulting, WTW | Luna Fadayel, Scheme Actuary & Relationship Manager, WTW | Catherine Qi, Head of Research, Winmark | Tamara Dupree, Head of Financial Services, Nurole
Leaving a full-time C-Suite role can open the door to one of the most rewarding stages of a career but it benefits from careful planning. This candid session explores how senior leaders can build a successful plural career across Chair, NED, advisory, investment and other opportunities, while creating the right balance of purpose, income and flexibility. Our panel of leading Chairs and NEDs, alongside wealth management and executive career experts, will share practical lessons on making the transition, building a portfolio, managing reputation and networks, and financially planning for a career that may look very different from the one before.
CHAIR
Catherine Lynch, Non Executive Director, RemCo and NomCo Chair, Staffline Group Plc
SPEAKERS
John Jeffcock, Chief Executive, Winmark | Neil Hayward, Chair, Hampshire Hospitals NHS Foundations Trust | Elisabeth Stheeman, Non-Executive Board Member, M&G Plc | Patrick Dunne, Chairman, Boardelta | Helene Usherwood, Senior Partner, Anderson Quigley
When an organisation suddenly finds itself in the media, political or activist spotlight, the quality of Board and executive judgement can become highly visible and highly consequential. This unique and interactive meeting explores ‘Reputation, Protest and Public Pressure’, drawing on experiences from TikTok and other organisations that have navigated intense public scrutiny.
CHAIR
Barbara Anderson, SID & Chair of ARC, Smart DCC
SPEAKERS
Verity Young, General Counsel – Sands Digital, Las Vegas Sands Corp | Madeline Moncrieff, Regulatory Counsel, Snap Inc | Clare Harbord, Portfolio NED, National Oceanography Centre (NOC)
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.
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!
