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.
In an ever-changing landscape for institutional investors, there is an industry-wide acknowledgement of the increasingly important role that responsible investing has to play in managing a well-diversified portfolio. More and more fiduciaries recognise that the incorporation of environmental, social and governance (ESG) risk factors can materially impact portfolio risk and return, as well as help bring the portfolio into closer alignment with an organisation’s mission and broader goals. With that, investors want to ensure they are investing responsibly and integrating ESG factors into their portfolios appropriately. The difficulty for some that are at the start of this journey lies in knowing how and where to begin.
I am sitting in the sun at my favourite café writing this piece. Finally, life’s getting back to normal. Despite the changes wrought by COVID-19, there are some constants. For example, the Financial Conduct Authority (FCA) is still on a mission to ensure that the boundaries of advice and guidance are well defined. It recently joined forces with The Pensions Regulator (TPR) to publish some dos and don’ts in this area. The aim is to give clarity to trustees on what they can and can’t do in terms of providing guidance and support around financial decision-making.
The ‘silver squeeze’: tackling decumulation dilemmas for retirees-to-be
Five years on from Freedom and Choice, the New Romantic generation is dancing towards a decidedly unromantic retirement. Legal and General Investment Management (LGIM) and NMG Consultingexamine how you could boost the outlook for non-advised prospective retirees.
Dashboard: demystifying Government Pension Strategy and Policy
A cross section of practitioners recently described the pensions industry in mainly downbeat adjectives1. Two of the more common ones were confused and complicated. Clearly, not all is well. In the context of the Pensions Dashboard, Michael Nicolaou outlines some issues and highlights the key challenge facing the industry.
The success of PMI’s APTitude programme has sent ripples across trusteeship as a whole. As a consequence, PMI has now provided an accreditation regime for lay trustees.
In an ever-changing landscape for institutional investors, there is an industry-wide acknowledgement of the increasingly important role that responsible investing has to play in managing a well-diversified portfolio. More and more fiduciaries recognise that the incorporation of environmental, social and governance (ESG) risk factors can materially impact portfolio risk and return, as well as help bring the portfolio into closer alignment with an organisation’s mission and broader goals. With that, investors want to ensure they are investing responsibly and integrating ESG factors into their portfolios appropriately. The difficulty for some that are at the start of this journey lies in knowing how and where to begin.
I am sitting in the sun at my favourite café writing this piece. Finally, life’s getting back to normal. Despite the changes wrought by COVID-19, there are some constants. For example, the Financial Conduct Authority (FCA) is still on a mission to ensure that the boundaries of advice and guidance are well defined. It recently joined forces with The Pensions Regulator (TPR) to publish some dos and don’ts in this area. The aim is to give clarity to trustees on what they can and can’t do in terms of providing guidance and support around financial decision-making.
The ‘silver squeeze’: tackling decumulation dilemmas for retirees-to-be
Five years on from Freedom and Choice, the New Romantic generation is dancing towards a decidedly unromantic retirement. Legal and General Investment Management (LGIM) and NMG Consultingexamine how you could boost the outlook for non-advised prospective retirees.
Dashboard: demystifying Government Pension Strategy and Policy
A cross section of practitioners recently described the pensions industry in mainly downbeat adjectives1. Two of the more common ones were confused and complicated. Clearly, not all is well. In the context of the Pensions Dashboard, Michael Nicolaou outlines some issues and highlights the key challenge facing the industry.
The success of PMI’s APTitude programme has sent ripples across trusteeship as a whole. As a consequence, PMI has now provided an accreditation regime for lay trustees.
