Welcome to the web pages of the PMI London Regional Group. We hope that as many of you as possible will find an opportunity to participate in the Group’s activities. Our aim is to provide a forum for anyone involved or interested in pension provision to learn, share experiences and socialise. We welcome PMI members, Students and non-members alike.
Our members come from all walks of business life: public and private sectors, in-house schemes, consultancies, administration firms, law firms, investment managers, and others.
Our business meetings offer the highest quality speakers on topics that are shaping the pensions agenda. Each meeting is followed by drinks offering a valuable networking opportunity.
Our social meetings provide a variety of activities over the year with mixing and socialising in mind.
Our education events offer general guidance to Students, and opportunities to meet examiners, as well as an outstanding programme of revision sessions in small groups for each of the examinations over the year.
Please let committee members know about topics you would like to see discussed at future business meetings, or about anything that you think we should do differently.
Talking about membership, our subscription is due in January and you will now have received your email reminder. Please either use our online payment mechanism (our preferred method) or send a cheque to renew your membership or join the Group. The fee is nominal and subsidises students and social events. It also encourages greater engagement in the community. For student, unwaged and retired members no charge is made, please just confirm your current status to Richard Pain.
Cheque: Send your annual subscription of £10.00 to Richard Pain at Grant Thornton, 30 Finsbury Square, London, EC2P 2YU. Cheques to be made payable to the “PMI London Group”. We hope that you will continue to be involved in the PMI London Group and we look forward to seeing you at our next event.
2018 is underway and after the turmoil of the last few years, who knows what this year will bring – anyone for another election?
Whatever happens politically we will have enough to keep us busy in the pension industry with a number of consultations due to bear fruit this year.
Our business meetings will once again be managed via Eventbrite so look out for your invitations.
Calling all PMI students! Free revision sessions!
The PMI London Group has arranged a series of revision sessions to help students with their preparations for the PMI exams in April. Each session will start at 6.00pm and should last for about an hour. Full details can be found here, including the subjects to be covered. There is no charge for attending these sessions.
If you would like to book a place at a session, please email Dea Gillman at Mayer Brown giving the title of the session you would like to attend, and whether you would like to attend in person or via "dial in".
A Focus on Defined Benefit Transfers
Date: 10th May 2018
Venue- Aon Hewitt ,The Aon Centre, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AN
Defined benefit pension transfer activity has risen since pension freedoms – what are trustees’ duties, how has the market reacted and how does the industry protect members from poor outcomes?
Our first speaker, Jamil Merali of Aon, will provide a market update on the member options environment, particularly in light of the introduction of Freedom & Choice and revisions to the Code of Good Practice in 2016. He will be followed by our second speaker, James Ellison of UK Workplace Solutions Limited, who will provide the financial advice sector perspective on how engagement and advice should be structured, ensuring members make informed decisions. Our final speaker, Jane Higgins of Allen & Overy, will provide a trustee perspective on processing transfers-out and will discuss the question “should trustees be proactively providing transfer quotes to members”? Invitations have been issued to members via Eventbrite and we look forward to seeing you on the evening.
PMI London Group at the Flight Club – 12th June
Hold the date - on 12th June, at 18.30, step up to the oche and test your darts skills at Flight Club, the social darts venue in Shoreditch. We have reserved space for 30-35 people on two darts boards, so get in quick to assure you have a spot for you and your colleagues. At the start of the evening, you enter your name and take a cheeky selfie and the system guides you through a fun game of darts with the London Group members. Let the competitive spirit run free!
Some food and drink will be provided on the evening. Tickets are £10 each, a small fee to pay for a great evening. You can purchase tickets for yourself and your colleagues using the link below. Members and non-members are welcome. Invitations have been issued via Eventbrite and you can see full details on our LinkedIn page
The venue is a short walk from Liverpool Street, Moorgate and Old Street tube stations.
More information on the event is available on the Flight Club website
PMI London Group AGM
Followed by: Networking 9-5: what a way to make a living!
Date : 5th July 2018
Venue: RSM UK, 25 Farringdon Street, London, EC4A 4AB
Time : 6.00pm
Many thanks to RSM for hosting our AGM in July . This year our traditional post-AGM talk will address a subject that will be of interest to all members, from students to experienced pension professionals.
Most of us in the pensions industry have to network to a greater or lesser degree to make connections, build relationships or drive business. We go to meetings, conferences and speeches, and spend a lot of time online – all of which have networking opportunities – yet even the most accomplished in networking can improve, whether it’s about how to communicate with people from very different backgrounds to our own or effective use of social media.
Whether you are fresh to the industry, inexperienced / unsure when speaking to new people or a seasoned pro, PMI London Group’s summer business meeting is here to help the inexperienced and provide fresh insights to the experienced.
After the talk, there will be a light-hearted collective networking session, with drinks and nibbles, to help you put the theory into practice and get the very best from your future networking opportunities to put you in ‘schmooze control’!
All PMI members can keep up-to-date with events in the London Region by following us on our PMI London Linkedin group.
Treasurer: Nathan Jones Tel: 020 7648 0092 Email firstname.lastname@example.org
Business Secretary: Matthew Demwell Tel: 020 7178 3294 Email: email@example.com
Membership Secretary: Richard Pain Tel: 020 7184 4580 Email: firstname.lastname@example.org
Education Secretary: Giles Bywater Tel: 020 3130 3157 Email: email@example.com
Social Secretary: Damon Lacey Tel: 020 3745 4854 Email: firstname.lastname@example.org
Council Liaison: Anne Jones, Alan Whalley
Members: Rosalind Connor, Simon Kew, Mark Jenkins, Emma Watkins, Laura MacPhee
Our commitment to you
Our purpose is to support and promote the aim of the PMI through local activity and to channel information flow between members, Students and the PMI Council and Central Staff. We will achieve this by:
- sponsoring a minimum of five business meetings each year with quality speakers on
a range of pensions and employee benefit subjects
- offering a minimum of 7.5 hours CPD qualifying activity each year
- communicating regularly with our members to promote Regional Group activities
- actively seeking, promoting and participating in local activities to enhance the profession and industry
- innovative educational support for Student Members
- providing a social forum for like-minded professionals to meet and have fun
All Regional Group meetings and events qualify for CPD hours which you can use towards your PMI CPD requirement. These would come under the 'Events/Seminars/Conferences' category and you can claim a maximum of 7 CPD hours for each based on your assessment of its value to you.