Webinars

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PMI
Introducing: RetirementMatters – financial education that bridges the gap to retirement
03 July 2020

Introducing: RetirementMatters – financial education that bridges the gap to retirement

The PMI is delighted to announce the launch of a new retirement focused financial education service to help emplees and pension scheme members understand how to make the most of their lifetime savings and benefits. This unique educational programme is supported by WEALTH at work, a specialist provider of financial education and guidance in the workplace.

 

 

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Bulk annuities post COVID – Getting engagement and value from insurers
25 June 2020

Bulk annuities post COVID – Getting engagement and value from insurers

The bulk annuity market seems to have withstood the impact of COVID, but what’s changed? Is the market still supply driven after COVID? How should trustees prepare assets for a bulk annuity? Will there be a return to the end of year sale? What data must be supplied to secure pricing and what can wait until after the transaction?

This session will provide practical advice for trustees considering a bulk annuity.

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Financial wellbeing
14 June 2020

Financial wellbeing

More details coming soon.

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DC benefit statements: How to communicate alarming news effectively
14 June 2020

DC benefit statements: How to communicate alarming news effectively

More details coming soon.

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When the (cashflow) facts change
14 June 2020

When the (cashflow) facts change

Aimed at helping trustees/pension managers to evaluate their approach to managing cashflow risks given the impact of Covid-19. The session will introduce key developments in the cashflow driven investment space. This will support the trustees to better manage their liquidity needs as schemes emerge from the current environment. Through a case-study trustees will learn how to building a more robust cashflow matching portfolio. The session will end with a live Q&A.

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Pension fund de-risking
14 June 2020

Pension fund de-risking

This session considers how pension funds have adapted over time in response to evolving strategic challenges, learning from experiences presented by the recent market volatility resulting from COVID-19 and looking forward, further adaptations that may be required to limit uncertainty around meeting long term funding objectives.

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