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 launches new financial education and guidance service supported by WEALTH at work
27 July 2020

PMI launches new financial education and guidance service supported by WEALTH at work

The Pensions Management Institute (PMI) has announced the launch of a new financial education and guidance service supported by WEALTH at work called ‘RetirementMatters’. The service launched today at the PMIs ‘Trustee Fortnight event’, has been specifically designed to support employees and pension scheme members approaching retirement.

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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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Articles

Trustee Phishing Exercise 2020
11 June 2020

Trustee Phishing Exercise 2020

How vulnerable is your pension scheme to phishing emails?

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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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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

Qualifications in unprecedented times
17 July 2020

Qualifications in unprecedented times

When we look at strategic investment in a pensions setting, then this will obviously guide us down the avenue of product rather than person. However, education is fundamental to development and growth. Education is also a strategic investment in its own right. Simply put, investments in quality education lead to more rapid and sustainable economic growth, and development for both the individual organisation and the economy as a whole. I make no apology for the insistence that education in this form is ‘strategic investment’ but without this as a holistic back note then none of the normal organisational processes would matter or run efficiently.

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Employee wellbeing in a shaken population
17 July 2020

Employee wellbeing in a shaken population

Pension schemes don’t exist in isolation - the pension strategy always has to be looked at in the joint contexts of the wider employee benefit and engagement strategies. ‘Better outcomes for pension scheme members’ takes joined-up thinking that incorporates the evolving employee experience. The COVID-19 pandemic is the biggest crisis that the UK has had to deal with since World War II, resulting in a seismic impact on the public, government, economy, employment and education. For large sections of the UK workforce, financial confidence has been shaken to its core. As we transition towards the very gradual return to whatever shape and form the new ‘normal’ takes, we should be realistic about the unique challenges, uncertainty, fears and concerns affecting the UK workforce. 

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Effective stewardship across asset classes
17 July 2020

Effective stewardship across asset classes

Responsible investment means more than avoiding harmful sectors and seeking out sustainable opportunities elsewhere. Active managers should use their influence as stewards of capital to encourage positive change through engagement and voting. With this in mind, we consider what effective stewardship means across the asset classes most appropriate to pension fund trustees.

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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

Scotland Regional Group: Wellbeing/COVID-19 & latest on GMP Equalisation
28 July 2020

Scotland Regional Group: Wellbeing/COVID-19 & latest on GMP Equalisation

We are pleased to invite you to the next Pensions Management Institute Scotland regional group online seminar in association with The Society Of Pension Professionals. 

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Technology in the Boardroom: The PMI/Passageways View
21 July 2020

Technology in the Boardroom: The PMI/Passageways View

Over recent months, pension trustees have had to adapt to a remote working environment, creating a host of new challenges. Not least to board meetings, which have undergone radical changes to their long-established procedures.

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Trusteeship in a Digital Age
21 July 2020

Trusteeship in a Digital Age

The onset of COVID-19 forcing lockdowns around the world has meant that businesses have had to pivot and adapt to remote working practices in order to keep continuity of service. Trusteeship is no exception to this.

Chris Roberts, Director at Dalriada Trustees will cover how COVID-19 has provided a catalyst for adapting the trusteeship experience for all trustees, the tools that are developing and the key points of trusteeship that the pandemic has uncovered.

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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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