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.

Supporting a sustainable COVID-19 recovery through ESG engagement
09 April 2021

Supporting a sustainable COVID-19 recovery through ESG engagement

Investor engagement on Environmental, Social and Governance (ESG) issues has evolved from a niche practice to a mainstream investor activity. This year, we are celebrating 20 years of engagement, having engaged more than 5,500 companies across 87 countries during this time period.

Read more
Benefits of becoming a trustee – what the future holds
09 April 2021

Benefits of becoming a trustee – what the future holds

The World Economic Forum in their 2019 report listed the top ten global risks foreseen. A viral pandemic was not one of them. Bill Gates was closer in his predictions and some worry he would microchip us all. Not that he needs to – the mobile companies know all our movements anyway, and Facebook and Amazon know the rest (save for our health passport and the pensions dashboard). So what might trustees expect next?

Read more
What will stand out when we look back on the Pensions Act 2021?
09 April 2021

What will stand out when we look back on the Pensions Act 2021?

Pension Dashboards and climate transition will be the enduring hallmarks of the Pensions Act 2021. But it’s Clause 107, now known as Section 107, and the Pensions Regulator’s (TPR’s) new Defined Benefit (DB) funding code that will generate headlines in the UK’s post-Brexit, post-pandemic economy. It remains to be seen if these will garner or dent saver confidence in pensions.

Read more
Reporting on Dalriada Trustees’ first year as a PRI signatory
05 March 2021

Reporting on Dalriada Trustees’ first year as a PRI signatory

Dalriada Trustees became a signatory to the United Nations Principles of Responsible Investment (PRI) in September 2019, the first Professional Trustee firm in the UK to do so. Over the last year or so we have been working to better incorporate Environmental, Social and Governance (ESG) factors both within how we undertake our role as trustee and in how we operate internally.

Read more
Investment exclusions - a route through the maze
05 March 2021

Investment exclusions - a route through the maze

With the need to invest responsibly in mind, many pension trustees are asking whether part of the solution may be to set a no-go policy for some types of investment asset.

Read more
From minor data to Master Trusts
09 October 2020

From minor data to Master Trusts

Member engagement in 2030

This is the third essay in a series of six produced by the PMI’s Master Trust Innovation Workstream. This essay aims to set out how we can expect member engagement with Master Trusts to evolve in the next five to ten years

Read more
Reporting on Dalriada Trustees’ first year as a PRI signatory
05 March 2021

Reporting on Dalriada Trustees’ first year as a PRI signatory

Dalriada Trustees became a signatory to the United Nations Principles of Responsible Investment (PRI) in September 2019, the first Professional Trustee firm in the UK to do so. Over the last year or so we have been working to better incorporate Environmental, Social and Governance (ESG) factors both within how we undertake our role as trustee and in how we operate internally.

Read more
Investment exclusions - a route through the maze
05 March 2021

Investment exclusions - a route through the maze

With the need to invest responsibly in mind, many pension trustees are asking whether part of the solution may be to set a no-go policy for some types of investment asset.

Read more
From minor data to Master Trusts
09 October 2020

From minor data to Master Trusts

Member engagement in 2030

This is the third essay in a series of six produced by the PMI’s Master Trust Innovation Workstream. This essay aims to set out how we can expect member engagement with Master Trusts to evolve in the next five to ten years

Read more
Supporting a sustainable COVID-19 recovery through ESG engagement
09 April 2021

Supporting a sustainable COVID-19 recovery through ESG engagement

Investor engagement on Environmental, Social and Governance (ESG) issues has evolved from a niche practice to a mainstream investor activity. This year, we are celebrating 20 years of engagement, having engaged more than 5,500 companies across 87 countries during this time period.

Read more
Benefits of becoming a trustee – what the future holds
09 April 2021

Benefits of becoming a trustee – what the future holds

The World Economic Forum in their 2019 report listed the top ten global risks foreseen. A viral pandemic was not one of them. Bill Gates was closer in his predictions and some worry he would microchip us all. Not that he needs to – the mobile companies know all our movements anyway, and Facebook and Amazon know the rest (save for our health passport and the pensions dashboard). So what might trustees expect next?

Read more
What will stand out when we look back on the Pensions Act 2021?
09 April 2021

What will stand out when we look back on the Pensions Act 2021?

Pension Dashboards and climate transition will be the enduring hallmarks of the Pensions Act 2021. But it’s Clause 107, now known as Section 107, and the Pensions Regulator’s (TPR’s) new Defined Benefit (DB) funding code that will generate headlines in the UK’s post-Brexit, post-pandemic economy. It remains to be seen if these will garner or dent saver confidence in pensions.

Read more