Course Detail

Elevating Pension Governance for the New Regulatory Landscape and Climate Reality: Focusing on Value Duration: 1 Week/s

Course Information

  • Course Price £4895 Plus VAT
  • Location UK Courses
  • Course Code FVRD
  • Course Date 29 Jun - 3 Jul 2026

Course Objectives

The pensions and long-term savings landscape is being reshaped by regulatory reform, market volatility, demographic pressure, and climate-related financial risk.
Trustees, board members, and senior executives must now evidence strong governance, clear value for money, and decisions grounded in reliable data and transparent reporting.

Annual cycles, backward-looking reports, and siloed committee structures are no longer sufficient to satisfy regulatory expectations or deliver good member outcomes.
This intensive 5-day programme equips participants with practical tools, frameworks, and confidence to elevate pension governance in the face of a new regulatory landscape and climate reality.

Through real-world case studies, scenario-based exercises, and boardroom simulations, delegates will learn how to integrate value, risk, and data into a coherent governance story that stands up to scrutiny from regulators, auditors, advisers, and members.
Participants will leave with a clear governance improvement agenda and a practical 90-day implementation roadmap aligned to their scheme strategy and fiduciary duties


Who Should Attend

Chairs of trustees and pension boards responsible for scheme governance and strategic direction. Member-nominated, employer-nominated, and independent trustees seeking deeper insight into value, risk, and data. Pension committee members in corporate or public sector settings involved in oversight of schemes and providers. Senior managers in finance, HR, and corporate risk functions who support pension governance and board decision-making. Risk, actuarial, and finance professionals responsible for funding, ALM, and integrated risk management across schemes. ESG and sustainability leads supporting trustees on climate, stewardship, and responsible investment policies. Regulatory, policy, and supervisory staff who wish to deepen their understanding of practical governance challenges in schemes. Legal, actuarial, investment, and governance advisers who support trustee boards and corporate sponsors


Prerequisite Courses

None


Course Overview

New Pension Governance Landscape and Climate Reality

  • Delegates will understand the macro forces reshaping pension governance, including regulatory reform, demographic change, market volatility, and stakeholder scrutiny.

  • Participants will explore how climate risk manifests as financial risk through transition, physical, and liability channels, and why regulators now expect robust governance of these risks.

  • They will learn how to build and interpret a simple governance radar that connects regulatory signals, market developments, and climate science to practical board agendas.

  • Value for Money, Member Outcomes, and Fiduciary Duty
  • Participants will examine evolving expectations around value for money, member outcomes, and fair treatment across different cohorts.

  • Delegates will explore how fees, performance, service quality, communications, and ESG factors combine into a clear, evidence-based value story.

  • They will learn how to use simple scorecards and value frameworks to support proportionate challenge of providers and internal teams.

  • Integrated Risk, Funding, and Investment Oversight
  • Delegates will learn how to view funding, investment, covenant, and operational risks in an integrated way rather than as separate silos.

  • Participants will explore practical tools for risk appetite, risk registers, and board risk dashboards that focus attention on the most material exposures, including climate-related risks.

  • They will practice framing risk discussions so that boards move from long lists of concerns to clear, prioritised actions.

  • Climate Scenarios, Stress Testing, and Stewardship
  • Participants will explore climate scenarios and stress tests as governance tools, not just technical exercises carried out by advisers.

  • Delegates will learn how to interpret scenario outputs, ask the right challenge questions, and link results to funding, investment, and stewardship decisions.

  • They will discuss how to integrate climate considerations into statements of investment principles, stewardship policies, and manager mandates.

  • Governance Structures, Culture, and Implementation
  • Participants will explore how governance structures, terms of reference, delegations, and board calendars support or hinder effective oversight.

  • Delegates will examine the role of culture, diversity, and behavioural dynamics in shaping how decisions are made and recorded in the boardroom.

  • They will learn practical techniques for improving board effectiveness, including meeting design, pre-reading, and minute-taking that evidence good governance and prudent stewardship.

  • Participants will develop a practical governance improvement and implementation plan that links course insights to their own schemes and responsibilities


  • Course Materials

    Course notes, handouts