Future-Proofing Through Succession Planning:
Equity Trustees Journey

Overview:

Succession planning is more than filling roles, it’s about ensuring business continuity, retaining critical expertise, and developing the next generation of leaders.

At Equity Trustees (EQT), succession planning has become a cornerstone for building organizational resilience and stability.

Let us take you behind the scenes of EQT’s journey with Andrea Robotham, Head of People Experience & Capability Manager, joined by Louise Amos, Managing Consultant at SHL.

Together, they gave insights on how to implement a structured succession planning strategy.

Andrea and Louise discussed:

• Why succession planning matters at Equity Trustees: ensuring strategic alignment and engaging employees through career development.
• Where to get started: lessons from early challenges and building a structured plan supported by SHL’s Universal Competency Framework.
• Overcoming challenges: addressing barriers in career progression and ensuring succession planning motivates rather than alienates talent.
• Measuring success: how regular talent discussions and development assessments are already driving promotions and creating clearer learning pathways across the organisation.

Watch our recording, to hear how Equity Trustees moved from an instinctive approach to a data-driven framework that aligns with strategic priorities and business-critical needs.

Whether you’re just beginning your succession planning journey or looking to refine your approach, this session will provide practical insights into how to balance strategy, people, and timing to build a future-ready organization.