Our Seminars and Webinars
Breakfast seminars and webinars designed to provide a platform to inform and discuss key challenges in the pension industry.

As part of Pi’s commitment to help develop knowledge and understanding over a wide range of pension subjects, we run a series of breakfast seminars for pension managers, trustees and professional contacts. Our seminars qualify for 1¼ hours of PMI CPD, based on an assessment of the seminar’s value to each attendee, so they also contribute meaningfully to your CPD.
Now in their fifteenth year, we are looking forward to returning to our face to face seminars where we will have the opportunity to discuss some of the key challenges facing pension schemes in an informal setting with our many friends within the industry. In addition we will continue with our series of breakfast webinars to reach out to our clients and professional contacts across the UK.
Upcoming Seminars
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21st Century Member Nominated Trustees
What is the role of 21st Century MND and is Regulator focus on diversity a help or a hindrance?
Are we taking the easy way out when it’s too difficult to find MNTs? Should we instead be looking at what we need to change to mean MNT selection becomes a positive addition to any Trustee Board. This seminar will look at why engaging members is still so important and that it isn’t all about the professionals.
Meeting the long-term funding objectives
Paying the promised benefits is the key objective for all schemes. This requires trustees to look ahead and set clear plans for how the objective will be delivered and then manage its delivery within an IRM framework.
Locusts, Stags and Solutions
When the Governor of the Bank of England starts asking when the locusts are arriving and warns of hard times ahead the Trustee agenda is going to become interesting. Whether working with companies still recovering from the impact of the pandemic or factoring in what the noises around interest rate and inflation mean to their strategic planning, Trustees and their advisers are being called upon to consider increasingly innovative approaches.
GMP equalisation – controlling costs and making it happen
This is not about the possible options for GMP equalisation or the technical background. This is about how Trustee Boards can take control of their GMP project. Tackling this issue is one of the most complex and possibly expensive projects a pension scheme will ever have tackled. GMP equalisation involves input from nearly all of your advisers – legal, actuarial, administrators. Trustee Directors face challenges in controlling costs and keeping members and the sponsor informed along the way.
Meeting Trustee obligations and protecting defined benefit members
Trustees have long wanted to provide additional support to members, not simply to avoid scams but also to genuinely help members make the best decision for their retirement. Whether a member chooses to receive a benefit or take a transfer from the scheme, they need to have access to quality and affordable advice. The capacity constraints in the financial adviser market have been well documented which combined with the level of fees means that it is not simply enough for Trustees to do nothing.
Previous Seminars
- 20 February 2020 – Making the Chair’s statement work for you
- 10 October 2019 – Challenging the concept of sole trusteeship
- 21 February 2019 – Evaluating your investment consultant and picking a Fiduciary Manager
- 25 October 2018 – Transfers, Tendering and Trustees
- 22 February 2018 – Stress testing your pension scheme for the unexpected…
- 29 November 2017 – Why can’t the pension industry be more helpful?
- 7 September 2017 – Cybersecurity and Data Transfer – Are you the weakest link?
- 18 May 2017 – Communication -members, customers or liabilities?
- 23 February 2017 – Trusteeship and the strategic challenge
- 24 November 2016 – 21st Century Trusteeship
- 8 September 2016 – The Launch of Evolution Trustees – A Catalyst for Change
- 19 May 2016 – Retirement planning in the 21st Century
- 25 February 2016 – State Pensions: Everything you wanted to know (but were afraid to ask)
- 25 November 2015 – Achieving excellence in Trusteeship
- 09 September 2015 – Making the most of your investment meetings
- 14 May 2015 – Post election – feast or famine ahead?
- 26 February 2015 – Guidance or Financial Advice
- 10 September 2014 – A brave new world of retirement savings
- 8 May 2014 – Power to the People – Choice or challenge
- 27 February 2014 – Helping protect your pension scheme and its members from fraud