Reports and guides - The Pensions Management Institute

The PMI is currently undergoing website updates, please be aware that you may encounter brief periods of downtime during this time.

11 April 2024

Berenberg - PMI Academy Learning manual: Protected Equities

Hear from our PMI Academy partner with their learning guide focusing on equities, defined contribution (DC), defined benefit (DB) and more.

04 March 2024

Navigating the key issues facing schemes in 2024

Welcome to the fourth issue of the Annual UK Pension Scheme Survey report from the PMI in conjunction with Schroders Solutions.

11 December 2023

PMI Academy Partner: Phoenix CIS - Targeting better member outcomes with target date funds

Download the case study by Phoenix Corporate Investment Services as they explore the use of Target Date Funds in DC investment strategies.

11 December 2023

PMI Academy Partner: T. Rowe Price - Counting the Cost of Biodiversity Loss

Download the case study by T. Rowe Price insights on Environmental, Social and Governance (ESG).

11 December 2023

CACEIS - PMI Academy Learning Manual 2023

This learning guide is for pension scheme trustees to help them develop a framework for their pension scheme to manage climate and nature-related risks.

07 December 2023

Environmental, Social & Governance (ESG) Report 2023

The implementation of Environmental, Social and Governance (ESG) principles into the running of the UK’s pension schemes has now become well established.