Trustee Exchange Forum

Trustee Exchange where your conversations count

Fireside chat series Trustee lounge Trustee Insights DB Research Contact our team

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.

Group of people sitting in office & discussing.

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.

Tuesday 29 September

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.

Host: George Greenslade, Russell Investments

Speakers: Aqib Merchant, Russell Investments & Hatty Goodwin, IGG

Register now

November

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.

Host: George Greenslade, Russell Investments

Speakers: Simon Partridge, Russell Investments & another speaker to be announced.

Register your interest

The Power of Effective Delegation

This session explored how delegation can enhance governance, operational efficiency, and access to specialist expertise, while recognising the spectrum of approaches available.

Read the write up

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.

Read the write up

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 lunches create a trusted environment for open and candid conversation, allowing you to share insights and learn from others’ experiences with confidence.

Flexibility: A Strategy Built for Choice

As UK DB schemes refine their long-term strategy, the ability to adapt has never been more important. Join Russell Investments as we explore how we're building flexible portfolios that can pivot between different endgame options as scheme circumstances evolve — including insurance, consolidation and run-on — helping trustees preserve choice and navigate an increasingly uncertain investment landscape

Wednesday 14 October

Time: 12:30pm - 2:00pm
Location: Liverpool
Venue: Gusto Italian, Edward Pavilion, Liverpool L3 4AF

Register your interest

Tuesday 3 November

Time: 12:00pm - 2:30pm
Location: London
Venue: 14 Stories, 120 Fenchurch St, London, EC3M 5BA

Register your interest

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.

Case Study

Endgame

Key outcomes

Manage illiquidity
Move to price-lock portfolio
Navigate complex portfolio transitions

Case Study

Large schemes

Key outcomes

Incorporate third-party managers
Ease burden on inhouse team
Continuity of arrangements

Case Study

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.

Read the DB research

Participate in Volume 7 research

Findings from this research will be published in early December. All participants will be entered into a prize drawer to win one of three £50 Amazon vouchers.

Complete Survey

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.

Download the NGUKPS article

Nation grid UK pension

RECENT INSIGHTS

RECENT RESEARCH

Insights Research

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.

Run-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 Insights

Investing 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.

Contact our team

Simon Partridge

Head of UK Fiduciary Management

Send email

George Greenslade

Manager, UK Institutional

Send email

Richard Bagshaw

Director, UK Institutional

Send email

Aqib Merchant

Associate Director, EMEA Clients Team

Send email

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