What is the Trustee Exchange?
Russell Investments Trustee Exchange is a new forum designed to bring trustees together to connect, share insights and learn from peers across the industry.
Through a series of webinars, content, research and exclusive dinners, the Trustee Exchange will offer practical perspectives, thoughtful discussion, and valuable opportunities to engage with fellow trustees on the key challenges and opportunities shaping our work today.
Fireside chat series
Our fireside chat webinar series brings together trustees and industry experts to explore the issues that matter most right now. Each session focuses on topics at the forefront of trustees’ minds, offering practical perspectives and real-world insights in a conversational format.
Designed to fit easily into your schedule, each webinar is just 30 minutes long and includes the opportunity for you to submit questions directly to the speakers.
The Power of Effective Delegation
This session explores how delegation can enhance governance, operational efficiency, and access to specialist expertise, while recognising the spectrum of approaches available.
DATE: 20 May
TIME: 2:00pm
HOST : George Greenslade, Russell Investments
SPEAKERS : Aqib Merchant, Russell Investments, & Sarah Leslie, Partner and Director, ndapt
Running-On in Practice: Unlocking Long-Term Value
This session explores how delegation models can support run-on strategies through efficient surplus generation, dynamic portfolio management, and thoughtful allocation to illiquid asset classes where appropriate.
DATE: 01 July
TIME: 11:00am
HOST : George Greenslade, Russell Investments
SPEAKERS : Aqib Merchant, Russell Investments, Dan Walsh, Client Director and Head of Governance Advisory Arrangement (GAA) research
Open Architecture: Expanding Choice and Transparency
This session explores the benefits of an open architecture approach when outsourcing, focusing on greater diversification, improved transparency, and more effective management of potential conflicts of interest.
DATE: September TBC
TIME: TBC
HOST: George Greenslade, Russell Investments
SPEAKERS: Simon Partridge, Russell Investments & another speaker to be annouced.
Endgame Strategy: Where Does a Delegated Approach Add Value?
This session explores where a delegated investment approach can add value in the endgame, focusing on improved cost efficiency, faster responses to market conditions, and streamlined governance for trustees.
DATE: November TBC
TIME: TBC
HOST: George Greenslade, Russell Investments
SPEAKERS: Aqib Merchant, Russell Investments & another speaker to be announced
Trustee lounge
Our regional trustee lunches are designed to bring you together with peers from across the industry in a relaxed, informal setting. These gatherings offer a valuable opportunity to connect, exchange perspectives, and explore the challenges and opportunities shaping today’s trustee landscape.
Held under Chatham House rules, the dinners create a trusted environment for open and candid conversation, allowing you to share insights and learn from others’ experiences with confidence.
July
TIME: 12:00pm - 2:30pm | LOCATION: Leeds | VENUE: To be announced
September
TIME: 12:00pm - 2:30pm | LOCATION: Edinburgh | VENUE: To be announced
November
TIME: 12:00pm - 2:30pm | LOCATION: Manchester | VENUE: To be announced
December
TIME: 12:00pm - 2:30pm | LOCATION: London | VENUE: To be announced
Trustee insights
How are we supporting clients like you?
We take the time to understand your specific needs and deliver tailored solutions—whatever the size of your organisation or the complexity of your challenges.
Endgame
Key outcomes
- Manage illiquidity
- Move to price-lock portfolio
- Navigate complex portfolio transitions
Large schemes
Key outcomes
- Incorporate third-party managers
- Ease burden on inhouse team
- Continuity of arrangements
DB mastertrusts
Key outcomes
- Bespoke strategies
- Deliver on sustainability objectives
- Efficient implementation
Defined benefit study The Changing Ecosystems of Defined Benefit Pensions - Autumn/Winter 2025
Our research captures the perspectives of key stakeholders across the UK DB market - exploring their priorities for the year ahead and how key decision makers’ objectives, investment approaches and governance structures have changed.
Find out more
National Grid UK Pension Scheme Partnership
The big interview: National Grid UK Pension Scheme tells Professional Pensions all about their new partnership with Russell Investments.
Why open architecture in OCIO matters
The extent to which schemes are looking to stay invested for longer
The question for trustees is no longer simply about scale or execution capability, but how effectively they can access the full breadth of investment opportunities.
Read postRun-on, run-off or something else?
Could Pension Schemes Bill surplus flexibilities allow more schemes to run-on?
On 11 September, Professional Pensions assembled a panel of experts to discuss government moves on easing restrictions on how scheme surpluses are used.
Recent InsightsInvesting for surplus extraction and run-on
The extent to which schemes are looking to stay invested for longer
At the end of March, Professional Pensions assembled a panel of experts to discuss the issue of surplus extraction and run-on.
Read articleContact our team
Simon Partridge
Head of UK Fiduciary Management
George Greenslade
Manager , UK Institutional
Richard Bagshaw
Director, UK Institutional
Aqib Merchant
Associate Director, EMEA Clients Team