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 Management Institute to Accredit Lay Trustees
17 June 2021

Pensions Management Institute to Accredit Lay Trustees

The Pensions Management Institute (PMI) is launching a new accreditation regime for lay trustees. This follows the highly successful accreditation programme for professional trustees, APTitude that was that launched last year. 

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Pensions Management Institute appoints Russell Investments as ESG Insight Partner
11 May 2021

Pensions Management Institute appoints Russell Investments as ESG Insight Partner

The Pensions Management Institute (PMI) is pleased to announce that it has appointed Russell Investments as its ESG Insight Partner to share expertise on these issues with the industry.

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20 Punter Southall Governance Services trustees accredited under Aptitude, the PMI’s trustee accreditation programme
21 April 2021

20 Punter Southall Governance Services trustees accredited under Aptitude, the PMI’s trustee accreditation programme

The Pensions Management Institute (PMI) and Punter Southall Governance Services (PSGS) are pleased to announce the accreditation of 20 trustees under PMI’s professional trustee accreditation programme, Aptitude.

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Articles

The changing face of healthcare in the UK
03 June 2021

The changing face of healthcare in the UK

Coronavirus has changed every aspect of our lives: how we work, how we shop and how we socialise.

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5th ITM Student Essay Competition - Runner Up Jed Newton
07 May 2021

5th ITM Student Essay Competition - Runner Up Jed Newton

What benefits could be realised by further diversifying trustee boards and other governance bodies in pensions (eg. IGCs)? What steps can be taken by the next generation of pensions professionals and the industry as a whole to improve diversity in this area?

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5th ITM Student Essay Competition - Runner Up Camilla O’Brien
07 May 2021

5th ITM Student Essay Competition - Runner Up Camilla O’Brien

What benefits could be realised by further diversifying trustee boards and other governance bodies in pensions (eg. IGCs)? What steps can be taken by the next generation of pensions professionals and the industry as a whole to improve diversity in this area?

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Pensions Aspects Magazine

Pensions Aspects June 2021
07 June 2021

Pensions Aspects June 2021

The PMI has two significant events this year. Firstly, it is our 45th birthday operation and, secondly, we are reaching the end of the five year plan we developed in 2017.

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Turning the tide on pension scams
07 June 2021

Turning the tide on pension scams

These uncertain times are often seen as a window of opportunity for scammers looking to prey on vulnerable individuals. A report by Action Fraud found that pension scams had become one of the most common types of fraud to occur last year. The pensions industry is facing pressure to do more to prevent this situation, but what role can trustees play?

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Well, I wouldn’t have started from here…
07 June 2021

Well, I wouldn’t have started from here…

Recent guidance from The Pensions Regulator (TPR) and Financial Conduct Authority (FCA) has clarified a number of issues for pension scheme sponsors and trustees with regards to supporting pension savers with their financial decision making. It codifies best practice and clarifies a number of issues that have been live over the last six months. So, if you’re a scheme sponsor or a trustee, here’s what you can do – and what you can’t.

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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.

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Webinars

End-state targets for Defined Benefit pension schemes
17 June 2021

End-state targets for Defined Benefit pension schemes

Running off the £2 trillion of UK corporate sector defined benefit liabilities in an efficient and effective fashion is the biggest challenge facing the UK pensions industry.

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Preparing for The Pensions Regulator’s combined code
17 June 2021

Preparing for The Pensions Regulator’s combined code

Trustees await the final version of The Pensions Regulator’s new combined code.

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Rethinking member engagement in the age of digital
17 June 2021

Rethinking member engagement in the age of digital

Digital has revolutionised the way people access and consume information – and it’s time for pension communications to catch up.

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PMI TV

Pensions Management Institute winning at 'digital by default' transformation
04 February 2021

Pensions Management Institute winning at 'digital by default' transformation

Our Chief Executive, Gareth Tancred, talks to Proactive about how being forced to go online by the pandemic has actually enhanced the business deliverables. Gareth Tancred talks through our highly successful digital events programme and how the new board continues to make a difference while embracing new ways of working. The fiduciary management report and working with employers and scheme members to maximise retirement savings is also up for discussion as is news on the PMI Investment Forum, coming up in spring.

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Putting risk management at the heart of governance
22 January 2021

Putting risk management at the heart of governance

What are the key features of a resilient pensions board? Laura Andrikopoulos, Hymans Robertson, discuss this, along with risk management and governance.

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Climate change and ESG in 2021
20 January 2021

Climate change and ESG in 2021

What are the challenges and opportunities facing pension funds and trustees? Vicki Bakhshi, director of responsible investment at BMO Global Asset Management links up with PMI TV to give her thoughts.

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Surveys and research

PMI Pulse January 2021
14 January 2021

PMI Pulse January 2021

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 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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Reports and guides

Covenant case study: how to protect your recourse in a corporate transaction
27 May 2021

Covenant case study: how to protect your recourse in a corporate transaction

Our case studies examine real life situations that bring to life particularly important aspects of covenant risk management, with an explanation of the actions taken and the outcome achieved. This case study looks at a situation where a scheme’s trustees were faced with a leveraged takeover bid for the sponsor company.

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Getting to Net Zero
19 May 2021

Getting to Net Zero

In 2020, the world not only confronted the pandemic, it also sharpened its focus on the existential threat of climate change. An economic transformation is accelerating as more people focus on the global goal of net zero emissions by 2050.

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The relevance of gold as a strategic asset UK edition
07 May 2021

The relevance of gold as a strategic asset UK edition

Technical News May 2021. The World Gold Council is the market development organisation for the gold industry. Their role is to stimulate and sustain demand for gold, provide industry leadership and be the global authority on the gold market. They promote gold as a mainstream asset class by enhancing institutional and retail investor understanding of gold as part of a balanced portfolio. They support clear and consistent global standard setting on all issues including ESG to reinforce integrity, transparency and trust across the value chain. They also strive to develop a fair, effective and accessible gold market by engaging global governments and policy makers.

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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 £20.

Non-members of the PMI can also purchase a copy of Pensions Terminology for £30.

Order your copy

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