Resources - The Pensions Management Institute

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Resources 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.

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18 May 2022

PMI Academy Partner: Penfida - Covenant case study: how an asset backed funding solution can help the scheme and the sponsor?

Case study: Asset Solution, Schemes and Sponsors

13 January 2022

Lay Accreditation with Janice Turner

Our accreditation programme for lay trustees is built to professional trusteeship standards. This special seal of approval demonstrates to pension schemes your high degree of competency to drive best practice decision-making and help them navigate the complex challenges of today and tomorrow.

22 September 2021

Inclusion, diversity, belonging

Watch the latest PMI Bitesize video with like minds - an independent creative agency specialising in the development of engagement programmes to help people make the most of their lifetime savings.

09 September 2021

Membership by Experience (EPMI) with Andy Seed

The Membership by experience (EPMI) membership is open to senior professionals who do not have any PMI qualifications but can successfully demonstrate their professional competence and have a minimum of 10 years pensions related specialist knowledge. All qualified members are entitled to use the designatory initials EPMI.

27 May 2021

Covenant case study: how to protect your recourse in a corporate transaction

Our case studies examine real life situations that bring to life particularly important aspects of covenant risk management, with an explanation of the actions taken and the outcome achieved. This case study looks at a situation where a scheme’s trustees were faced with a leveraged takeover bid for the sponsor company.

02 October 2020

End of presidency 2020 - Lesley Carline

Lesley Carline is the 23rd President and 3rd female President of the Pensions Management Institute. It is with great sadness but with the utmost honour we announce the end of her term as President. Join Gareth Tancred, Chief Executive of the PMI, in conversation with Lesley Carline as she takes us through her exceptional journey.