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

The Pension Management Institute (PMI) releases trailer for new documentary series ‘Purposeful Pensions’ launching 25th October 2022
10 August 2022

The Pension Management Institute (PMI) releases trailer for new documentary series ‘Purposeful Pensions’ launching 25th October 2022

The Pension Management Institute released the trailer for ‘Purposeful Pensions’, the new multi-part documentary series that investigates how investing your money with purpose can help businesses grow, support the world in becoming more sustainable, and help to deliver a more comfortable and meaningful income in retirement.

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Sara Cook elected President of the Pensions Management Institute
28 July 2022

Sara Cook elected President of the Pensions Management Institute

The Pensions Management Institute (PMI) is pleased to announce the successful appointment of Sara Cook, as its President with effect from its 46th Annual General Meeting on 27th July 2022. Robert Wakefield, First Actuarial, has been elected as the new Vice-President.

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Pensions Management Institute to implement new membership and qualification structure following consultation
19 July 2022

Pensions Management Institute to implement new membership and qualification structure following consultation

The Pensions Management Institute (PMI) is to modernise its membership and qualification structure to ensure it is more aligned with a wider range of pension career aspirations. The PMI is to implement the new structure in the autumn following a positive response and engagement from members to its consultation.

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Articles

7th ITM Student Essay Competition: runner-up Lucy James
05 August 2022

7th ITM Student Essay Competition: runner-up Lucy James

What benefits could be realised by further diversifying trustee boards and other governance bodies in pensions (e.g., 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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7th ITM Student Essay Competition: runner-up Zoya Alam
05 August 2022

7th ITM Student Essay Competition: runner-up Zoya Alam

What benefits could be realised by further diversifying trustee boards and other governance bodies in pensions (e.g. 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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7th ITM Student Essay Competition: winner Katie Walker
05 August 2022

7th ITM Student Essay Competition: winner Katie Walker

What benefits could be realised by further diversifying trustee boards and other governance bodies in pensions (e.g. 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 Aspect Magazine August 2022
05 August 2022

Pensions Aspect Magazine August 2022

Consolidation and continuity, ensuring world-class governance.

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Pensions Aspect Magazine June 2022
06 June 2022

Pensions Aspect Magazine June 2022

Why technology and analytics are vital for employee pensions and financial wellbeing.

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Pensions Aspect Magazine April 2022
08 April 2022

Pensions Aspect Magazine April 2022

The importance of data! The journey to buy-out 

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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

Pensions, benefits and wellbeing – the need for financial wellbeing
26 May 2022

Pensions, benefits and wellbeing – the need for financial wellbeing

Adrian and Chetan, of Mattioli Woods, will be discussing why financial wellbeing is needed, what the benefits of having an integrated financial wellbeing programme are and how to start the process of delivering financial education in the workplace.

 

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Overcoming the risks at retirement
18 May 2022

Overcoming the risks at retirement

Join Jonathan Watts-Lay, Director at WEALTH at work, who will be discussing the results of their survey conducted in partnership with the Pensions Management Institute to investigate the concerns Trustees have for their pension scheme members in the run up to their retirement and what support provisions they have in place.

 

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Responsible communications – accessible for all
26 April 2022

Responsible communications – accessible for all

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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 June 2022
03 June 2022

PMI Pulse June 2022

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 2021
31 August 2021

PMI Pulse June 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 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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Reports and guides

PMI Academy Covenant Manual 2022
01 August 2022

PMI Academy Covenant Manual 2022

Read PMI Academy partner Penfida’s manual on employer covenant.

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Trustee Training Directory 2022
20 June 2022

Trustee Training Directory 2022

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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Digital transformation of pension scheme boards – A Digital Adoption Case Study
06 June 2022

Digital transformation of pension scheme boards – A Digital Adoption Case Study

The UK landscape of retirement provisions has changed and evolved significantly. The pace has accelerated in the last five years in policy, legislation and regulatory requirements, which is why many Pension boards have accelerated their digital transformation plans.

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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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