Resources

PMI Crest
PMI

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.

All PMI News PMI Blog Technical Supplement Articles Pensions Aspects Magazine PMI Pulse Reports and guides Consultation responses PMI TV PMI TV Bitesize Podcasts Purposeful Pensions Winning Essays
The PMI’s Dashboards Industry Guide 2023
04 October 2023

The PMI’s Dashboards Industry Guide 2023

The future of pensions management using the Pensions Dashboards Programme (PDP), which on completion will aggregate information concerning all of an individual’s accrued pension savings into a single online portal.

Read more
PMI Certificate in Pensions Calculations (CPC): Qualifications Completer
12 April 2022

PMI Certificate in Pensions Calculations (CPC): Qualifications Completer

Ryan Wakefield, Pensions Administrator at First Actuarial discusses experience with the PMI's Certificate in Pensions Calculations (CPC).

Read more
To what extent will an increased focus on ESG (Environmental, Social, and Governance) improve member outcomes?
15 September 2021

To what extent will an increased focus on ESG (Environmental, Social, and Governance) improve member outcomes?

Changes made in 2018 to the Occupational Pension Schemes (Investment) Regulations 2005 required that pension scheme trustees outline their ESG policy in their Statement of Investment Principles (‘SIP’). The European Union later introduced the Shareholder Rights Directive II which has necessitated further disclosures since October 2020¹. Pension schemes are not the only entities affected by ESG reporting as companies are required to make reports in accordance with the Taskforce for Climate Related Financial Disclosures (‘TCFD’). The Financial Reporting Council (‘FRC’) also recommends that public interest entities report against the disclosures of the Sustainability Accounting Standards Board (‘SASB’)². It is clear that there is an increased focus on ESG principles. Appropriately implemented, ESG policies can improve outcomes for members - both as employees and as pension scheme beneficiaries.

Read more
Our ability to make a real difference
15 September 2021

Our ability to make a real difference

Global assets under management are expected to top $145.4 trillion by 2025 according to PWC – 15% of which will be in private markets. Pension funds will be a significant owner of part of these assets. Whilst Pension Fund Trustees have an ultimate legal obligation to deliver the best realistic net risk adjusted returns to deliver defined benefit (DB) pensions, or to optimise defined contribution (DC) members’ outcomes, they also have the opportunity to make a real difference to humanity, society and the world we live in.

Read more
What a good Master Trust will look like in five to ten years’ time
05 February 2021

What a good Master Trust will look like in five to ten years’ time

Governance of Master Trusts by 2025

Read more
PMI Certificate in Pensions Calculations (CPC): Qualifications Completer
12 April 2022

PMI Certificate in Pensions Calculations (CPC): Qualifications Completer

Ryan Wakefield, Pensions Administrator at First Actuarial discusses experience with the PMI's Certificate in Pensions Calculations (CPC).

Read more
What a good Master Trust will look like in five to ten years’ time
05 February 2021

What a good Master Trust will look like in five to ten years’ time

Governance of Master Trusts by 2025

Read more
To what extent will an increased focus on ESG (Environmental, Social, and Governance) improve member outcomes?
15 September 2021

To what extent will an increased focus on ESG (Environmental, Social, and Governance) improve member outcomes?

Changes made in 2018 to the Occupational Pension Schemes (Investment) Regulations 2005 required that pension scheme trustees outline their ESG policy in their Statement of Investment Principles (‘SIP’). The European Union later introduced the Shareholder Rights Directive II which has necessitated further disclosures since October 2020¹. Pension schemes are not the only entities affected by ESG reporting as companies are required to make reports in accordance with the Taskforce for Climate Related Financial Disclosures (‘TCFD’). The Financial Reporting Council (‘FRC’) also recommends that public interest entities report against the disclosures of the Sustainability Accounting Standards Board (‘SASB’)². It is clear that there is an increased focus on ESG principles. Appropriately implemented, ESG policies can improve outcomes for members - both as employees and as pension scheme beneficiaries.

Read more
The PMI’s Dashboards Industry Guide 2023
04 October 2023

The PMI’s Dashboards Industry Guide 2023

The future of pensions management using the Pensions Dashboards Programme (PDP), which on completion will aggregate information concerning all of an individual’s accrued pension savings into a single online portal.

Read more
Our ability to make a real difference
15 September 2021

Our ability to make a real difference

Global assets under management are expected to top $145.4 trillion by 2025 according to PWC – 15% of which will be in private markets. Pension funds will be a significant owner of part of these assets. Whilst Pension Fund Trustees have an ultimate legal obligation to deliver the best realistic net risk adjusted returns to deliver defined benefit (DB) pensions, or to optimise defined contribution (DC) members’ outcomes, they also have the opportunity to make a real difference to humanity, society and the world we live in.

Read more