PMI Crest
PMI

Fiduciary Management Strategic Forum

PMI has partnered with Schroders Solutions to research the Fiduciary Management market in the UK. We aim to identify key market themes and developments and to consider the principal challenges facing schemes over the short and medium term.

This Forum of industry experts meets quarterly to discuss and develop themes affecting the markets, as well as pinpointing new ones as they arise. The debate and conversation this brings informs the questions to cover for our annual survey, ‘Navigating the key issues facing schemes’.

Forum participants

GET INVOLVED

  • Schroders Solutions
  • Trafalgar House Pension Trust
  • Isio
  • EY LLP
  • Barnett Waddingham
  • XPS Pensions Group
  • Capital Cranfield
  • IC Select Ltd
  • The Pension Superfund
  • Law Debenture
  • Dalriada Trustees
  • PTL Governance Ltd

You might also like

Knowledge Hub

Navigating the key issues facing schemes in 2022
16 February 2022

Navigating the key issues facing schemes in 2022

Welcome to the second issue of the Annual UK Fiduciary Management Survey from the PMI in conjunction with Schroders Solutions.

Read more
Engaging with fund managers to deliver better ESG outcomes
05 March 2021

Engaging with fund managers to deliver better ESG outcomes

Voting and engagement are crucial aspects of responsible ownership and valuable tools for encouraging companies to adopt better standards of corporate governance and management of Environmental, Social and Governance (ESG) issues. Here, River and Mercantile’s Ajeet Manjrekar explains how fiduciary managers can support trustees to meet their regulatory obligations by challenging and influencing underlying fund managers’ behaviour and policies.

Read more
Navigating the key issues facing schemes in 2021
23 February 2021

Navigating the key issues facing schemes in 2021

Given the tumultuous backdrop of 2020 with changes to working practices, combined with a fast-changing investment and regulatory environment, Trustees had a lot on their agendas. 

Read more
Navigating the key issues facing schemes in 2021
01 February 2021

Navigating the key issues facing schemes in 2021

Welcome to the first issue of the Annual UK Fiduciary Management Survey from the PMI in conjunction with Schroders Solution.

Read more
Long term funding: start with the end in mind
06 January 2021

Long term funding: start with the end in mind

As we emerge from a COVID world, setting long-term funding targets is a key 2021 focus for trustees. Galvanised by The Pensions Regulator (TPR)’s. new Defined Benefit (DB) funding code of practice, trustees and sponsors need to pay acute attention to the maturing status of their DB schemes. TPR expects trustees to determine a clear journey plan towards a lower risk position as they close in on their goal.

Read more
Integrating ESG risks: looking beyond the headline number
13 November 2020

Integrating ESG risks: looking beyond the headline number

Covid-19 pushed Environmental, Social and Governance (ESG) risks to the backburner for many trustee boards. However, recent regulatory changes have put ESG firmly back on the agenda. This is a positive step forward for the industry as it raises the bar for all participants. But there’s so much more we can do.

Integrating ESG needs to go much further than statements of compliance with policies and mission statements. Ultimately it requires a holistic approach across a scheme’s portfolio, prefaced in two key aspects: looking deeper and looking forward

Read more

Join the Forum

Get involved

If you would like to be part of this exciting research group, please get in touch below.

Get in touch
PMI Crest