Reports and guides - The Pensions Management Institute

The PMI is currently undergoing website updates, please be aware that you may encounter brief periods of downtime during this time.

04 October 2023

The PMI’s Dashboards Industry Guide 2023

The future of pensions management using the Pensions Dashboards Programme (PDP), which on completion will aggregate information concerning all of an individual’s accrued pension savings into a single online portal.

02 October 2023

WHY BIODIVERSITY MATTERS

As part of our focus on delivering education for pension schemes and trustees, we’ve developed a guide on biodiversity and nature risk in partnership with the Zoological Society of London. Like climate risk, biodiversity and nature-related risks have financial consequences to pension scheme investments.

04 September 2023

Phoenix CIS PMI Academy Manual 2023

Understanding investment-only platform solutions

04 September 2023

T. Rowe Price - PMI Academy Manual 2023

Divest or engage to meet climate commitments?

05 June 2023

How Climate and Biodiversity Considerations Are Driving Credit Risk

Role for investment industry in creating innovative financing solutions.

17 May 2023

Trustee Training Directory 2023

This trustee training 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.