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 partners with Lincoln Pensions for integrated risk management provision
22 September 2020

PMI partners with Lincoln Pensions for integrated risk management provision

The Pensions Management Institute (PMI) has named Lincoln Pensions as its insight partner for integrated risk management (IRM).

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PMI announces Lincoln Pensions as its Integrated Risk Management partner
22 September 2020

PMI announces Lincoln Pensions as its Integrated Risk Management partner

The Pensions Management Institute (PMI) today announces Lincoln Pensions as its Insight Partner for Integrated Risk Management (IRM).

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Security incident
01 September 2020

Security incident

To all our members and those who were affected by the security incident on 1 September 2020.

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Articles

Online exam discoveries
15 September 2020

Online exam discoveries

With October soon to be upon us, two things are fast approaching, Christmas, and of course the ADRP exams – I will guess you’re only really excited about one of them.

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4th ITM Student Essay Competition - Runner-Up Jed Newton
11 September 2020

4th ITM Student Essay Competition - Runner-Up Jed Newton

Covid-19 has changed the way people and companies in the pensions industry are working. Will these become permanent changes in working practice, operational delivery and communication, or will old habits and methods return? What can we learn from current practices and what does the speed of change since restrictions were imposed tell us?

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4th ITM Student Essay Competition - Runner-Up Ben Picknett
11 September 2020

4th ITM Student Essay Competition - Runner-Up Ben Picknett

Covid-19 has changed the way people and companies in the pensions industry are working. Will these become permanent changes in working practice, operational delivery and communication, or will old habits and methods return? What can we learn from current practices and what does the speed of change since restrictions were imposed tell us?

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Pensions Aspects Magazine

The long-term impact of Covid-19 for DC pensions
11 September 2020

The long-term impact of Covid-19 for DC pensions

What does the future hold for Defined Contribution (DC) pensions in a Covid-19 world?

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To go the extra mile? Facilitating financial advice for DB scheme members seeking to transfer out
11 September 2020

To go the extra mile? Facilitating financial advice for DB scheme members seeking to transfer out

“Despite our previous interventions, both with individual firms and across the sector, we think the risk of harm from unsuitable advice remains unacceptably high.” FCA, Policy statement on pension transfer advice (June 2020)

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Divestment or engagement – is it really either/or?
11 September 2020

Divestment or engagement – is it really either/or?

Screening is a widely used form of ethical investment but it’s not immune to pitfalls. Company engagement can also be used to help align investment with investor values. Here we take a closer look at each of these approaches and consider how they can work together to build portfolios that not only mitigate risks and generate good financial performance, but also, ultimately, have a positive impact on society and the world around us.

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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

North West Regional Group: Investing in and sponsoring pensions in 2020; some topical challenges discussed
23 September 2020

North West Regional Group: Investing in and sponsoring pensions in 2020; some topical challenges discussed

The “Chinese puzzle”

No, not Covid (or at least, not just Covid) but “May you live in interesting times”.

On the assumption we think there will be a future (certain political leaders seem quite keen to pick a fight at the moment), how should we save for our future retirement?

We face increasing volatility in world investment markets along with uncertainty in healthcare, employment and politics. How do we protect our members against:

  • Market volatility driven by Covid
  • Trump v China (and anyone who isn't Trump) antagonism
  • The decimation of the hospitality and retail sectors
  • A no-deal Brexit
  • Potential pressure on interest rates
  • Not to mention tax policies

But before we decide to put all our money under the mattress, what would be the downside of no exposure to markets and can we afford to take that risk?

What can we learn from historic volatility without just locking ourselves away for a few years?

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How can a PMI member digitise their board meetings?
22 September 2020

How can a PMI member digitise their board meetings?

When asked, 57% of board members recognised that there was room for improvement in the management of their board meetings. Is digitalisation of board meetings the answer? 

To find out we ask a PMI member who has implemented this change! So, if you would like to learn how the digitalisation of your board meetings can improve its overall effectiveness, join Robert Barham-Brown, OnBoard Solution Expert and Kaushik Shah Pensions Trustee on 22 September, at 1pm BST for a live webinar. Kaushik will share his experience with Robert of pre and post digitalised board meetings.

 

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Maintaining resilience and mental wellbeing in a high-performance culture: Thriving whilst working remotely
21 September 2020

Maintaining resilience and mental wellbeing in a high-performance culture: Thriving whilst working remotely

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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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