Fiduciary Management Strategic Forum

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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

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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

Knowledge Hub

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.

24 July 2023

Is now the time for pension schemes to invest like insurers?

PMI Bitesize video episode with Gerard Francis, Head of UK Design and Strategic Risk, Schroders Solutions.

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.

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.

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.

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.

Get involved

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

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