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

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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Your PMI Member Magazine is evolving – Have your voice heard
07 April 2021

Your PMI Member Magazine is evolving – Have your voice heard

Along with all other professional membership bodies we are moving through an age where we are striving to be ‘digital by default’.

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Pensions Management Institute launches PMI Academy to promote stronger, more effective pensions and financial knowledge
31 March 2021

Pensions Management Institute launches PMI Academy to promote stronger, more effective pensions and financial knowledge

The Pensions Management Institute (PMI) today announces the launch of PMI academy, which will see the Institute expand its offering to include an easily accessible range of educational products and services all under one umbrella. The PMI are also pleased to announce BlackRock, Penfida, and Spence & Partners (Spence), as the first three Academy Partners.

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Articles

Tim Middleton: Employees need to make informed decisions about their retirement
12 January 2021

Tim Middleton: Employees need to make informed decisions about their retirement

Retirement plans for 2021 have changed for many due to the Covid-19 (Coronavirus) pandemic. While some have decided to put their retirement on hold due to their savings taking a hit because of Covid-19, others are deciding to retire early after being discouraged about finding employment again when faced with redundancy.

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2020 has been a very different year
10 December 2020

2020 has been a very different year

February of 2020 began much like any other month. It didn’t last. Seemingly in a matter of days, everything changed as the world experienced a convergence of economic, humanitarian, and health crises with the rise of COVID-19. 

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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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Pensions Aspects Magazine

Pensions Aspects April 2021
09 April 2021

Pensions Aspects April 2021

On the rise. Read the latest issue on the impending impact of inflation.

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Inflation’s heading our way; but not just yet!
09 April 2021

Inflation’s heading our way; but not just yet!

I have a shopping list that grows longer by the week. Paint for the front door. A new laptop. Shelves for my child’s room. A new pair of trainers. Meanwhile, my wife and I can’t wait to go out for dinner, to book a holiday and to see a show.

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Endgames, scheme funding and ESG
09 April 2021

Endgames, scheme funding and ESG

A poll of Society of Pensions Professionals members suggested that buy-out with an insurance company was the ultimate objective for the majority of pension schemes they represent. But how does this impact the funding of pension schemes and how are pension schemes reflecting Environmental, Social and Governance (ESG) requirements in their investment strategy to achieve this?

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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

The future state of pension scheme boards
05 May 2021

The future state of pension scheme boards

A year on from the introduction of social distancing and working from home as part of our daily life, we would like to reflect on how bards, more specifically pension scheme trust boards, have responded to this new working environment and the impact it has had on processes, structure and overall efficiency.

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How to integrate sustainability into a portfolio
22 April 2021

How to integrate sustainability into a portfolio

In this webinar we will be discussing how to integrate sustainability into a portfolio. 

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Bulk annuities: an investment decision?
22 April 2021

Bulk annuities: an investment decision?

Bulk annuities offer the dual benefits of a secure investment that delivers DB de-risking.

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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

Trustee Training Directory 2021
21 April 2021

Trustee Training Directory 2021

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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The crucial role of the scheme administrator in relation to GMP equalisation
05 March 2021

The crucial role of the scheme administrator in relation to GMP equalisation

Technical News March 2021. I suspect that at least some readers will be wondering how this topic could be turned into a whole article...

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Navigating the key issues facing schemes in 2021
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 River and Mercantile.

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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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