Introducing: RetirementMatters – financial education that bridges the gap to retirement

The PMI is delighted to announce the launch of a new retirement focused financial education service to help emplees and pension scheme members understand how to make the most of their lifetime savings and benefits. This unique educational programme is supported by WEALTH at work, a specialist provider of financial education and guidance in the workplace.

Pensions industry 'pessimistic' about future pensions policy

The majority (60 per cent) of pensions industry professionals remain "pessimistic" about the direction of future pension policy following the current pandemic, according to research by the Pensions Management Institute (PMI).

Bulk annuities post COVID – Getting engagement and value from insurers

The bulk annuity market seems to have withstood the impact of COVID, but what’s changed? Is the market still supply driven after COVID? How should trustees prepare assets for a bulk annuity? Will there be a return to the end of year sale? What data must be supplied to secure pricing and what can wait until after the transaction?

This session will provide practical advice for trustees considering a bulk annuity.

APTitude – the Accreditation service for Professional Pension Trustees

There are currently two accreditation services for professional pension trustees. The first, APTitude, is PMI’s service. The second is provided by the Association of Professional Pension Trustees (APPT). You may be wondering why there are two services. We would like to take this opportunity to explain our position.

Industry urges tax system changes; remains divided on flat rate recommendations

Industry experts have been divided in their response to today's report by the Pensions Policy Institute (PPI), which called for an overhaul of the UK pensions tax system to address disparities it identified.

Comment on report on inequalities in pension tax relief

Commenting on the ABI’s commissioned report from the Pensions Policy Institute (PPI) which suggest that the inequalities in the pension tax relief system should be looked at, Lesley Carline, President of the Pensions Management Institute, said: