From the 16 October 2025, individual customers buying PMI products for themselves will be able to pay by credit card only. This change does not affect company administrators making multiple purchases on behalf of their staff.
Resources 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.
Engaging with fund managers to deliver better ESG outcomes
Voting and engagement are crucial aspects of responsible ownership and valuable tools for encouraging companies to adopt better standards of corporate governance and management of Environmental, Social and Governance (ESG) issues. Here, River and Mercantile’s Ajeet Manjrekar explains how fiduciary managers can support trustees to meet their regulatory obligations by challenging and influencing underlying fund managers’ behaviour and policies.
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.
‘Diversity and inclusion’ – it’s good for your sole (trustee)!
“You never learn anything whilst you are talking” is a relatively well-known phrase; even Rocky Balboa quoted a version of it in the 2015 film ‘Creed’. An equally valid, but far less catchy truism is that you also learn nothing (or very little) if the only people you listen to already share your views.
One thing that has come through in much of the commentary and responses to The Pensions Regulator’s (TPR’s) Defined Benefit (DB) funding code consultation is support for the idea that maturing schemes should be on a pathway to limiting the risk they are taking when they become very mature.
Pension scams: making the message to members clear
Pension scams aren’t new, yet we’re still fully focused on tackling them. Why? Because we’re losing the battle of communications. Across any industry, success is not about the superiority of a product or service. It doesn’t necessarily matter how good it is; it’s how well you sell it. It’s merely a battle of perception. And the scammers are winning.
You say tomato, I say… Equality versus equity in education
COVID-19 is causing us to challenge deep-rooted notions of when, where and how we deliver education, of the role of education providers, the importance of lifelong learning, and the distinction we draw between traditional and nontraditional learners… COVID-19 has struck our education system and shaken it to its core.
‘Diversity and inclusion’ – it’s good for your sole (trustee)!
“You never learn anything whilst you are talking” is a relatively well-known phrase; even Rocky Balboa quoted a version of it in the 2015 film ‘Creed’. An equally valid, but far less catchy truism is that you also learn nothing (or very little) if the only people you listen to already share your views.
One thing that has come through in much of the commentary and responses to The Pensions Regulator’s (TPR’s) Defined Benefit (DB) funding code consultation is support for the idea that maturing schemes should be on a pathway to limiting the risk they are taking when they become very mature.
Pension scams: making the message to members clear
Pension scams aren’t new, yet we’re still fully focused on tackling them. Why? Because we’re losing the battle of communications. Across any industry, success is not about the superiority of a product or service. It doesn’t necessarily matter how good it is; it’s how well you sell it. It’s merely a battle of perception. And the scammers are winning.
You say tomato, I say… Equality versus equity in education
COVID-19 is causing us to challenge deep-rooted notions of when, where and how we deliver education, of the role of education providers, the importance of lifelong learning, and the distinction we draw between traditional and nontraditional learners… COVID-19 has struck our education system and shaken it to its core.
Engaging with fund managers to deliver better ESG outcomes
Voting and engagement are crucial aspects of responsible ownership and valuable tools for encouraging companies to adopt better standards of corporate governance and management of Environmental, Social and Governance (ESG) issues. Here, River and Mercantile’s Ajeet Manjrekar explains how fiduciary managers can support trustees to meet their regulatory obligations by challenging and influencing underlying fund managers’ behaviour and policies.
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.
