The PMI and Berenberg Academy Partnership will cover redesigning Defined Contribution (DC) portfolios to improve member outcomes. It aims to improve member knowledge on how to position scheme investments to mitigate negative outcomes. Berenberg is noted for its protected equities strategy for DC schemes and this Academy Partnership will further members’ knowledge of DC investments.

The PMI’s Academy Partnerships are developed with organisations considered to be experts in the industry to share knowledge and best practices. The new partnership with Berenberg will enable PMI members to access the expertise, experience, and resources to enhance their understanding of DC investments and enable professional development.

The Academy Partnership will involve hosting training workshops and webinars as well as providing case studies and learning manuals for PMI members. The partnership will support innovation on current, pertinent issues, and add value through the delivery of specialist knowledge. The PMI’s Academy actively promotes stronger, more effective pensions through enhanced professional education and development.

Gareth Tancred, CEO of the PMI, commented on these partnerships, stating: "Our new partnership with Berenberg provides our members with the opportunity to learn from leading experts in DC portfolios. Berenberg is the perfect choice as an Academy Partner due to its long-standing expertise in the sector.  We look forward to working with Berenberg in championing professional development in the pensions industry.” 

Steven Gardner, Head of Asset Management Sales & Client Relations – UK, Berenberg: “We are delighted that Berenberg will be collaborating with the PMI as an Academy Partner on the topic of ‘Redesigning DC portfolios to improve member outcomes’.

“The UK defined contribution market continues to evolve in exciting ways necessary to improve member outcomes. Given this evolution, it feels like there is no better time to be investing in initiatives focused on collaboration and education”. 

“Berenberg’s commitment to the UK DC market is encapsulated in our protected equities strategy which started being adopted by DC schemes in 2022. Since then, we have seen continued product innovation from asset managers in both public and private market strategies coupled with industry-wide reforms seeking to encourage their adoption. Given this backdrop, we have high expectations for the quality of engagement we will have with the PMI member base as an Academy Partner”.

For more information on the PMI’s Academy and Insight partnerships please visit Insight Partners - The Pensions Management Institute and Academy Partners - The Pensions Management Institute.