Reports and guides

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

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Rising to the governance challenge: ESG and Climate risk
18 May 2022

Rising to the governance challenge: ESG and Climate risk

Read PMI Academy partner CACIES’s case study.

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Overcoming the risks at retirement 2022
11 May 2022

Overcoming the risks at retirement 2022

Survey results 2022

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PMI Academy Partner: investRFP - Asset Manager & Fund Selection
07 March 2022

PMI Academy Partner: investRFP - Asset Manager & Fund Selection

Case study: How pension funds use technology to simplify the RFI, RFP & due diligence process

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PMI Academy Partner: CACEIS - Acting on ESG and Climate Risk
07 March 2022

PMI Academy Partner: CACEIS - Acting on ESG and Climate Risk

In this case study, we walk through how Trusteed can make a start in assessing their pensions scheme's exposure to ESG and climate risks. 

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