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

Pensions industry 'pessimistic' about future pensions policy
29 June 2020

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).

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APTitude – the Accreditation service for Professional Pension Trustees
23 June 2020

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.

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Industry urges tax system changes; remains divided on flat rate recommendations
23 June 2020

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.

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Articles

June update: PMI Mentoring and Development Programme
11 June 2020

June update: PMI Mentoring and Development Programme

Sponsored by the People's Pension in collaboration with the Institute of Leadership and Management.

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Trustee Phishing Exercise 2020
11 June 2020

Trustee Phishing Exercise 2020

How vulnerable is your pension scheme to phishing emails?

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3rd ITM Student Essay Competition - Runner Up Ben Picknett
12 February 2020

3rd ITM Student Essay Competition - Runner Up Ben Picknett

Discuss how data managed by schemes and providers to administer pensions could be used to better segment and target member communications to improve engagement.

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Pensions Aspects Magazine

Climate emergency: time for the pensions industry to tell the (inconvenient) truth?
08 June 2020

Climate emergency: time for the pensions industry to tell the (inconvenient) truth?

One of the reasons I resigned from a thirty year career in the city was because I worked in pensions.

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The ESG emperor has clothes: why sustainability matters even more in times of crisis
08 June 2020

The ESG emperor has clothes: why sustainability matters even more in times of crisis

As the world wrestles to get to grips with the long-term implications of the coronavirus pandemic, most people I speak to believe that something has changed irrevocably.

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Inside the Master Trust matrix: sustainability and development
08 June 2020

Inside the Master Trust matrix: sustainability and development

DC Master Trusts are growing at an incredible pace. By some estimates they will account for up to £300 billion in pension savings by the middle of this decade.

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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

Introducing: RetirementMatters – financial education that bridges the gap to retirement
03 July 2020

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.

 

 

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Bulk annuities post COVID – Getting engagement and value from insurers
25 June 2020

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.

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Financial wellbeing
14 June 2020

Financial wellbeing

More details coming soon.

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PMI TV

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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COVID-19: Supporting employees and members with their retirement planning
27 May 2020

COVID-19: Supporting employees and members with their retirement planning

PMI TV

Jonathan Watts-Lay, Director of WEALTH at work take a look at the solutions for retirement planning in the midst of a global pandemic. Watts-Lay tackles some of the key issues from both an employee and member standpoint, discussing how delivery mechanisms have had to adapt for the current climate.

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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 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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