Held on 24 September 2025 | The Royal Society, London
In September, Phoenix CIS welcomed industry leaders, innovators, and changemakers to an afternoon of insight and collaboration at The Royal Society in London. Our Pensions Masterclass sparked meaningful conversations around the future of pensions, the evolving needs of savers, and the role of innovation in shaping better outcomes.
As we move through a transformative year for the pensions industry, this masterclass provided a timely opportunity to reflect, learn, and look ahead.
Event Highlights
Opening Keynote: From Ambition to Impact
Rt Hon Chloe Smith, President of the CIPD and former Secretary of State for Work and Pensions, opened the event with a powerful keynote on the challenges and opportunities shaping the future of pensions. She explored how policy, purpose, and technology must align to deliver a resilient, more inclusive system that works for all.
Panel Discussion 1: Pensions at a Crossroads – Putting People at the Centre of Change
This panel explored the impact of changes to policy and regulation, and how schemes and providers can adapt to ensure these reforms serve members’ best interests. Speakers from Standard Life, ISIO, and TPT Retirement Solutions shared a range of insights on navigating regulatory shifts and designing member-centric solutions.
Guest Speaker: From Influence to Inclusion
Financial educator and content creator Rotimi Merriman-Johnson - aka Mr MoneyJar - brought energy and empathy to the stage, challenging the industry to rethink how it communicates with younger and underserved audiences. His talk highlighted the importance of financial education, inclusive messaging, and digital-first engagement.
Panel Discussion 2: Future-proofing Pensions – Innovation in Action
The final panel showcased forward-thinking approaches to investment, the use of technology, and scheme governance. Leaders from Schroders, Collegia, Cadro, and Capita discussed how innovation is being applied to improve outcomes and support the evolving needs of members.
Closing Reflections & Networking
The day concluded with reflections from Head of CIS Jess Williams and a lively networking session, where attendees continued the conversation over refreshments.
We’re grateful to everyone who joined us and contributed to an afternoon of shared learning, bold ideas, and renewed purpose.
