Knowledge

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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

PMI announces first accredited professional trustee
24 April 2020

PMI announces first accredited professional trustee

We are delighted to offer our congratulations to Michael Clark on becoming the first fully accredited professional trustee in the UK.

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PMI launches accreditation programme for professional trustees
13 February 2020

PMI launches accreditation programme for professional trustees

The Pensions Management Institute (PMI) is pleased to announce the launch of APTitude ‘Accreditation for Professional Trustees’, the accreditation programme designed to build credibility and raise governance standards across the pensions industry.

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PMI announces BMO Global Asset Management as Stewardship and Corporate Governance Partner
12 February 2020

PMI announces BMO Global Asset Management as Stewardship and Corporate Governance Partner

The Pensions Management Institute (PMI) today announces BMO Global Asset Management as its Insight Partner for Stewardship and Corporate Governance.

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Pensions Aspects Magazine

Professional trusteeship accreditation
18 May 2020

Professional trusteeship accreditation

I passed, what was then the PMI Associate exams, in 1990, to have the hard fought for initials APMI after my name. At the time, I thought that having passed these I would not be doing any more pension exams in my working life.

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Marriage under the microscope
11 May 2020

Marriage under the microscope

Marriage matters to Defined Benefit (DB) pension schemes. This is because typically they pay survivor pensions to the spouse, or qualifying dependant, of members after they have died. To value these pensions, schemes need to know (a) what proportion of members have an eligible dependant and (b) the age difference between members and their dependants (since younger dependants are likely to live longer).

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Cyber security: lock it down
11 May 2020

Cyber security: lock it down

Everything’s relative. Back in 2014, when a surprise budget gave us the ‘overnight transformation’ of the pension industry, we thought we’d seen the ultimate shock to the system. From the 2020 vantage point, 2014’s ‘biggest shake up in a century’ looks like a long, slow and well-planned walk in an entirely predictable park. Now, we’re looking at actual overnight transformation - necessity has driven the world online on a massively  accelerated timetable and cyber attacks are running a close second to COVID-19 in the global headlines.

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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

Climate change and changing regulations
29 May 2020

Climate change and changing regulations

How should pension schemes assess, manage and report on climate-related risks? Hear from BMO specialists on existing practice within the industry and what trustees should consider ahead of the “Aligning your pension scheme with TCFD recommendations” consultation deadline.

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Changing the rules for the endgame
18 May 2020

Changing the rules for the endgame

With many mature Defined Benefit schemes preparing for a buy-out, what is the scale of disruption caused by COVID 19? How should portfolios be reconstructed, and how long will it take to recover?

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Pensions Dashboards Programme - Status Update and Data Policy Papers
14 May 2020

Pensions Dashboards Programme - Status Update and Data Policy Papers

This webinar is an opportunity for the Pensions Dashboards Programme to update the PMI on the progress being made within the Dashboards project. 

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PMI TV

GMP Equalisation: Considerations for schemes
25 May 2020

GMP Equalisation: Considerations for schemes

PMI TV

Who does GMP equalisation affect, why is anti-franking relevant, and what data might you need? In this video, Steve Nicholson, Operations Technical Director at Equiniti and a member of the PASA GMPE working group on Data, joins us to provide an insight into a demanding area of activity that will be keeping many in the industry busy in the coming year(s).

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Risk Settlement
21 April 2020

Risk Settlement

PMI TV

Charles Ward, Professional Trustee at Dalriada Trustees discusses the risk settlement options available for pension schemes.

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Looking ahead - COVID-19 update from the Pensions Management Institute
26 March 2020

Looking ahead - COVID-19 update from the Pensions Management Institute

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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

COVID-19 Your Industry Guide
01 May 2020

COVID-19 Your Industry Guide

The coronavirus crisis has affected millions of people and changed the way we live and work in today’s society. As a result of this, we have created a report in conjunction with our Insight Partners to discuss a number of these challenges as well as emerging opportunities in the pensions industry. 

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Technical News April 2020
09 April 2020

Technical News April 2020

Beyond 2020 - The age of the responsible investor

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Trustee Training Directory 2020
31 March 2020

Trustee Training Directory 2020

This directory has been compiled to support trustees with their training requirements. The courses listed in this document are suitable for new trustees as well as those looking to refresh their knowledge and cover the various aspects of knowledge trustees need to acquire, including legal, regulatory, investment and scheme specific knowledge.

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Policy and public affairs

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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