Day 1 Programme

Please note: programme is subject to change

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Registration and Refreshments

Welcome to the Trustee Senate hosted by Professional Pensions.

As you step into this enlightening conference at the Tylney Hall, rest assured that your belongings will be attentively cared for while you immerse yourself in the enriching sessions of day one. 

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Welcome and Opening Remarks

Jonathan Stapleton, Editor-in-chief, Professional Pensions

Speaker
Editor-in-Chief
Professional Pensions
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Opening Keynote: A New Global Landscape

Welcome to Professional Pensions Trustee Senate 2026. We begin this year’s Senate with a keynote from Frank Gardner, the BBC’s Security Correspondent, exploring the geopolitical and security developments reshaping the global outlook. Drawing on his extensive experience reporting on international affairs, conflict and global security, Frank will examine the forces driving instability, the shifting balance of global power and the risks emerging for governments, businesses and institutions. He will offer a compelling perspective on what these developments could mean for markets, long-term investment and the environment in which trustees are making decisions.

Speaker
Security Correspondant
BBC
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Private Markets: Trends, Strategies and Key Considerations for Trustees

Private markets continue to grow quickly within DC schemes and remain a feature for many open DB schemes and DB schemes that are running on. Drawing on the latest Schroders market surveys, this presentation will explore current views and trends across both DB and DC schemes.

It will consider how private markets solutions have evolved to meet DB and DC demand, what these strategies need to deliver for members, and the differences between the various approaches. The presentation will provide trustees with the insights they need to assess these growing strategies.

Speaker
Head of UK DC Clients
Schroders
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Networking and Refreshments

An ideal opportunity to connect with fellow trustees and relish refreshments provided by Tylney Hall, for first class company and a second to none experience!

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Building a sustainable run-on surplus engine

How can a well-funded DB scheme continue to build security while creating and sharing surplus?

This session explores a practical framework for sustainable run-on, combining cashflow-driven investing, dynamic discounting and diversified return generation. Discover how schemes can protect an agreed funding buffer, make the whole portfolio work harder and retain the flexibility to pursue settlement when market conditions are attractive.

    Speakers
    Head of Solutions Distribution
    Legal & General
    Head of Insurance & Endgame Solutions
    Legal & General
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    Insurance Linked Strategies In DB and DC Investment Strategies

    Alistair Jones updates on how pension schemes have been allocating to Insurance Linked Strategies. The opportunity for schemes to enhance potential returns, genuinely diversify risk, provide liquidity and increase social resilience from climate events has been a popular trend in recent years.

      Speaker
      Senior Managing Director
      Leadenhall Capital Partners
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      Lunch

      This is your chance to mingle, connect, and replenish your energy amidst the Trustee Senate's vibrant atmosphere. Join us in savouring a spread prepared to elevate your midday experience. Whether you're networking, sharing insights, or simply taking a moment to unwind; Take your seat, and enjoy! 

      Day 1 Boardrooms

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      Making Securitised Credit Work for Pension Schemes

      This workshop will explore how DB and DC pension schemes can use securitised credit to enhance yields, improve diversification and support collateral management within LDI portfolios. Through practical examples, attendees will gain an understanding of key risks, liquidity considerations, governance requirements and manager selection.

      Speaker
      Client Portfolio Manager
      Columbia Threadneedle Investments
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      Trustee Tribunal: Trustee Led Discussion on Current Issues

      In this peer-to-peer, off-the-record session, trustees will discuss the challenges they are facing, both individually and as boards, and share how they are working to overcome them. Delegates will have the chance to learn from each other's experiences across a wide range of issues, leaving with practical food for thought on how to approach these challenges.

        Speaker
        Editor-in-Chief
        Professional Pensions
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        Endgame choices in practice – how do you make the right decision?

        Endgame choices have evolved significantly in recent years and continue to evolve at pace. With increasing choice and complexity, trustees need to effectively weigh up the options and make the right decisions in practice.

        These sessions will recap how endgame options are evolving, explore what effective endgame decision-making looks like in practice and share strategies to help with that decision making, including:

        • How use of surplus and market developments are influencing options and choices
        • A “common currency” for comparing options including how sponsors think about value and trade-offs
        • How illiquid assets can shape or constrain endgame strategy
        Speakers
        Partner and Head of Actuarial
        Hymans Robertson
        Partner and Head of Investment Risk Transfer
        Hymans Robertson
        Partner and Head of DB Scheme Actuary Services
        Hymans Robertson
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        Endgame choices in practice – how do you make the right decision?

        Endgame choices have evolved significantly in recent years and continue to evolve at pace. With increasing choice and complexity, trustees need to effectively weigh up the options and make the right decisions in practice.

        These sessions will recap how endgame options are evolving, explore what effective endgame decision-making looks like in practice and share strategies to help with that decision making, including:

        • How use of surplus and market developments are influencing options and choices
        • A “common currency” for comparing options including how sponsors think about value and trade-offs
        • How illiquid assets can shape or constrain endgame strategy
        Speakers
        Partner and Head of Actuarial
        Hymans Robertson
        Partner and Head of Investment Risk Transfer
        Hymans Robertson
        Partner and Head of DB Scheme Actuary Services
        Hymans Robertson
        -
        Making Securitised Credit Work for Pension Schemes

        This workshop will explore how DB and DC pension schemes can use securitised credit to enhance yields, improve diversification and support collateral management within LDI portfolios. Through practical examples, attendees will gain an understanding of key risks, liquidity considerations, governance requirements and manager selection.

        Speaker
        Client Portfolio Manager
        Columbia Threadneedle Investments
        -
        Trustee Tribunal: Trustee Led Discussion on Current Issues

        In this peer-to-peer, off-the-record session, trustees will discuss the challenges they are facing, both individually and as boards, and share how they are working to overcome them. Delegates will have the chance to learn from each other's experiences across a wide range of issues, leaving with practical food for thought on how to approach these challenges.

          Speaker
          Editor-in-Chief
          Professional Pensions
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          Trustee Tribunal: Trustee Led Discussion on Current Issues

          In this peer-to-peer, off-the-record session, trustees will discuss the challenges they are facing, both individually and as boards, and share how they are working to overcome them. Delegates will have the chance to learn from each other's experiences across a wide range of issues, leaving with practical food for thought on how to approach these challenges.

            Speaker
            Editor-in-Chief
            Professional Pensions
            -
            Endgame choices in practice – how do you make the right decision?
            Endgame choices have evolved significantly in recent years and continue to evolve at pace. With increasing choice and complexity, trustees need to effectively weigh up the options and make the right decisions in practice.

            These sessions will recap how endgame options are evolving, explore what effective endgame decision-making looks like in practice and share strategies to help with that decision making, including:

            • How use of surplus and market developments are influencing options and choices
            • A “common currency” for comparing options including how sponsors think about value and trade-offs
            • How illiquid assets can shape or constrain endgame strategy
            Speakers
            Partner and Head of Actuarial
            Hymans Robertson
            Partner and Head of Investment Risk Transfer
            Hymans Robertson
            Partner and Head of DB Scheme Actuary Services
            Hymans Robertson
            -
            Making Securitised Credit Work for Pension Schemes

            This workshop will explore how DB and DC pension schemes can use securitised credit to enhance yields, improve diversification and support collateral management within LDI portfolios. Through practical examples, attendees will gain an understanding of key risks, liquidity considerations, governance requirements and manager selection.

            Speaker
            Client Portfolio Manager
            Columbia Threadneedle Investments
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            Networking Break & Free Working Time

            An ideal opportunity to connect with fellow trustees and relish refreshments provided by Tylney Hall, for first class company and a second to none experience! 

            Please use this time to check-in to the comfort of your room.

            Along with our agenda full of fantastic speakers, you will also have the opportunity to utilise the venue’s facilities.

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            Drinks Reception

            As the sun sets and the day comes to a close, treat yourself to a selection of drinks and immerse in conversations with fellow attendees.

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            Dinner

            Experience an evening of fine dining hosted by Professional Pensions at the esteemed Tylney Hall. Set against the backdrop of this exquisite location, and sophisticated atmosphere of Tylney Hall; This memorable dinner experience promises a night of refined dining and meaningful interactions that will leave a lasting impression.

            Joining us after dinner for a captivating talk is Perry McCarthy, former Formula One driver and the original Stig on BBC’s Top Gear. He will share stories from his racing career and the unlikely path that took him from working on oil rigs to the Formula One grid.

            Speaker
            Ex Formula One driver and the original 'Stig' from BBC’s Top Gear