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Knowledge hub

From thought leadership to technical pieces, knowledge hub keeps our members and pensions professionals up to date with the recent developments in the industry.

PMI News

 Pensions Management Institute announces new appointments to Board
25 November 2020

Pensions Management Institute announces new appointments to Board

The Pensions Management Institute (PMI) today announces the appointment of three new non-executive directors and an executive director to the PMI Board.

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Trustee Corporation Directors accredited under Aptitude, the Pensions Management Institute’s trustee accreditation programme
17 November 2020

Trustee Corporation Directors accredited under Aptitude, the Pensions Management Institute’s trustee accreditation programme

The Pensions Management Institute (PMI) and The Trustee Corporation Limited, part of international law firm, Squire Patton Boggs are pleased to announce that seven Directors have been accredited under Aptitude, the PMI’s accreditation programme.

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Pensions Management Institute launches new competency framework
11 November 2020

Pensions Management Institute launches new competency framework

The Pensions Management Institute (PMI) has launched a new competency framework setting out the pensions management functional and technical competences needed to be effective in the pensions industry at all career levels.

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Articles

Look for the bare necessities…
24 November 2020

Look for the bare necessities…

They say that necessity is the mother of invention. This is never truer than with the case of online examinations. Our qualifications at the PMI rely on summative assessments for progression and these summative assessments are in the form of an end type of exam.

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Lesley Alexander: Do pensions require a radical re-think?
19 November 2020

Lesley Alexander: Do pensions require a radical re-think?

I am taking over the presidency of the Pensions Management Institute (PMI) against a backdrop of a global pandemic and the potential of further restrictions to our personal freedoms as we face a second wave of the Covid-19 virus.

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4th ITM Student Essay Competition - Clare Davies
25 September 2020

4th ITM Student Essay Competition - Clare Davies

Covid-19 has changed the way people and companies in the pensions industry are working. Will these become permanent changes in working practise, operational delivery and communication or will old habits and methods return? What can we learn from the current practices and what does the speed of change since restrictions were imposed tell us?

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Pensions Aspects Magazine

Service Innovation in DC Master Trusts
13 November 2020

Service Innovation in DC Master Trusts

The PMI’s DC Master Trust Group was established to help overcome barriers to offering a good service to members. As part of bringing the group together, the decision was made to include not just Master Trust providers but representatives to the supply chain. The delivery of good services requires many different components to work together in harmony. Without bringing together the component parts, we would not be able to work towards overcoming the barriers.

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Does DC need de-risking?
13 November 2020

Does DC need de-risking?

When pension de-risking is mentioned, our minds immediately think of defined benefit (DB) schemes. This, of course, is a big issue and needs significant attention. However, we shouldn’t forget about defined contribution (DC) when de-risking. In fact, undertaking a DC derisking review could provide substantial rewards for both Trustees and Employers, including freeing up valuable resource, and saving money.

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The Work and Pensions Committee’s pensions inquiry
13 November 2020

The Work and Pensions Committee’s pensions inquiry

The pensions freedoms were introduced five years ago. They relaxed rules on how pensions can be taken, and gave those in later life new choices on what to do with their savings. With new freedoms, however, have come new challenges for consumers and for the industry. Savers who left to navigate a complex market have sometimes paid a very high price.

In the summer, the cross-party House of Commons Work and Pensions Committee launched a three strand inquiry to examine the effects of the 2015 shake-up, and how it is working for savers.

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Pensions Aspects

Pensions Aspects

OUR MEMBER MAGAZINE

The PMI’s membership magazine, Pensions Aspects, is distributed to in excess of 4000 members, 10 editions a year. Pensions Aspects articles and features written by recognised industry professionals covering variety of pensions related issues including administration, Payroll, HR, Investment, legal, actuarial, security, CPD, regulation, financial education, retirement funds and much more. The magazine is a trusted and authoritative source of information, not only providing the latest institute updates, but also offering expert insight and analysis on the current pensions landscape.

We are always looking for new writers, get in touch to find out more.

Get in touch

Webinars

Southern Regional Group - Defined benefit transfers: update
26 November 2020

Southern Regional Group - Defined benefit transfers: update

Defined benefit transfers continue to make headline news in the financial services industry. Sir Steve will provide an update of the recent changes in legislation, share his own views and be available for questions online.

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Moving to Master Trust - Consolidation shouldn’t mean standardisation
25 November 2020

Moving to Master Trust - Consolidation shouldn’t mean standardisation

Anish Rav, Head of Client Strategy, will discuss Atlas’ forthcoming white paper on whether DC consolidation has to involve compromising quality and accepting standardisation. He will explain how moving to master trust does not mean employers having to accept a ‘one size fits all’ approach, the options available for delivering a tailored solution and how each employer’s objectives can still be recognised and met.  

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Divesting from fossil fuels. How can trustees make a difference?
19 November 2020

Divesting from fossil fuels. How can trustees make a difference?

Is it the business of trustees to spearhead the fight against climate change? What are their responsibilities both to members and the planet?

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PMI TV

End of presidency 2020 - Lesley Carline
02 October 2020

End of presidency 2020 - Lesley Carline

PMI TV

Lesley Carline is the 23rd President and 3rd female President of the Pensions Management Institute. It is with great sadness but with the utmost honour we announce the end of her term as President. Join Gareth Tancred, Chief Executive of the PMI, in conversation with Lesley Carline as she takes us through her exceptional journey.

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Environmental, Social and Governance
04 June 2020

Environmental, Social and Governance

PMI TV

When it comes to ESG, new regulatory reporting requirements are coming into play for trustees later on in the year. We’re joined by Stuart O’Brien, Partner at Sackers, who explains more about what these cover and what it could mean for you.

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Aligning your pension scheme with TCFD
03 June 2020

Aligning your pension scheme with TCFD

PMI TV

How can you use TCFD to help align your pension scheme when it comes to climate change? Eva Cairns, Senior Analyst at Aberdeen Standard Investments, discusses industry standards and how TCFD helps investors.

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Surveys and research

Overcoming the risks at-retirement
14 May 2019

Overcoming the risks at-retirement

Survey results 2019

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Working Collaboratively To Overcome Barriers To Good Service
15 November 2018

Working Collaboratively To Overcome Barriers To Good Service

Master trusts have grown significantly in influence as a provider of choice for auto-enrolment and are expected to have an increasingly important impact on the retirement savings industry as DC pension consolidation picks up momentum.

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Reports and guides

A New World For Defined Benefit Pension Schemes - How To Maximise Outcome Certainty
13 November 2020

A New World For Defined Benefit Pension Schemes - How To Maximise Outcome Certainty

Defined benefit (DB) pension schemes face several evolving challenges as they mature and the regulatory environment evolves. These trends are sharpening the focus on how they invest to achieve their goals.

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Improving outcomes for members of defined contribution pension schemes
30 October 2020

Improving outcomes for members of defined contribution pension schemes

Response from the Pensions Management Institute to DWP consultation: ‘Improving outcomes for members of defined contribution pension schemes’

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Master Trust Working Group: Governance as a driver of member outcomes
15 October 2020

Master Trust Working Group: Governance as a driver of member outcomes

Dramatic expansions in the DC master trust market mean that more employers must choose between different master trusts. There are variances between the trusts available and employers may favour particular providers whose services they already use for administration or investment.

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Policy and public affairs

PMI Pulse June 2020
15 June 2020

PMI Pulse June 2020

PMI Pulse aims to gather the views of the pensions industry to assess the mood and state of the pensions arena over time. The poll runs twice annually. 

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PMI Pulse January 2020
01 January 2020

PMI Pulse January 2020

PMI Pulse aims to gather the views of the pensions industry to assess the mood and state of the pensions arena over time. The poll runs twice annually. 

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Pensions Terminology

Pensions Terminology

A USEFUL GUIDE TO PENSION TERMS AND KEYWORDS

Pensions Terminology is a useful guide to pension terms and keywords, produced by the PMI in conjunction with the Pensions Research Accountants Group (PRAG). The ninth edition of Pensions Terminology is sponsored by Barnett Waddingham and Pendragon. 

Members of the PMI can access Digital Pensions Terminology in their member portal or purchase a printed copy for £10.

Non-members of the PMI can also purchase a copy of Pensions Terminology for £20.

Order your copy

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