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

First Lay Trustee accredited by the Pensions Management Institute
19 July 2021

First Lay Trustee accredited by the Pensions Management Institute

The Pensions Management Institute (PMI) is pleased to announce the accreditation of Neil Calvert, the first Lay Trustee to be accredited by the Pensions Management Institute (PMI). Neil is an employee representative on the Derbyshire (LGPS) Pension Board.

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Pensions Management Institute launches membership by experience (EPMI)
30 June 2021

Pensions Management Institute launches membership by experience (EPMI)

The Pensions Management Institute (PMI) has today announced the launch of a new type of membership for experienced professionals in the pensions industry.

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Surge in importance of ESG to trustees, but more to be done as serious barriers remain
21 June 2021

Surge in importance of ESG to trustees, but more to be done as serious barriers remain

  • ESG is “high” on the agenda for 53% of trustee boards – up from 29% before the DWP consultation 

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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 July/Aug 2021
16 July 2021

Pensions Aspects July/Aug 2021

Judgement day. Read the latest issue policy and challenges. 

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A stronger Pensions Regulator
16 July 2021

A stronger Pensions Regulator

The Pension Schemes Act 2021 (the Act) brought with it a raft of new offences, both criminal and civil, as well as extended informationgathering and interviewing powers, to enable The Pensions Regulator (TPR) to fulfil its “clearer, quicker, and tougher” mantra.

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A trustee effectiveness review: a tool to help trustees
16 July 2021

A trustee effectiveness review: a tool to help trustees

We know that not everyone finds the idea of a trustee effectiveness review appealing. Many feel such a review will take up time that could be better spent dealing with scheme issues, and the prospect of a list of improvements for busy trustees is not attractive. However, a periodic review of how trustees are operating collectively will be time well-invested and is an essential requirement for a well-run scheme.

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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

TPR's Climate Change Guidance Consultation
22 July 2021

TPR's Climate Change Guidance Consultation

October 2021, trustees of certain schemes face new requirements intended to improve the quality of governance and reporting as they address climate-related risks and opportunities.

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 PMI Master Trust Working Group: What is it like to work within a Master Trust compared to a DC scheme?
08 July 2021

PMI Master Trust Working Group: What is it like to work within a Master Trust compared to a DC scheme?

First-hand insights into the unique challenges and rewards of working for a master trust provider.

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Transfers to DC Master Trusts – trips and traps
08 July 2021

Transfers to DC Master Trusts – trips and traps

The popularity of DC Master Trusts is on the rise following the introduction of the authorisation regime and the ever-expanding requirements for DC governance.

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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

Can your investments help fight racism?
21 July 2021

Can your investments help fight racism?

In business, diversity can be the difference between success and failure. But while progress towards racial equity has been frustratingly slow, pressure is now mounting on companies and investors to act.

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Not another data article!
16 July 2021

Not another data article!

Technical News July/Aug 2021. 

You don’t have to look too hard at the moment to find a pensions article that touches on, or even focuses on, data. Working with masses of data in our pensions day-to-day life isn’t anything new. But after listening to a podcast I thought I’d use this article to reflect on changes over the years in how we collect and use data.

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COVID-19 Your Industry Guide 2021
07 July 2021

COVID-19 Your Industry Guide 2021

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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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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