Reports and Guides - The Pensions Management Institute

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.

20 May 2024

Trustee Training Directory 2024

This trustee training directory has been compiled to support trustees with their training requirements.

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11 April 2024

Berenberg - PMI Academy Learning manual: Protected Equities

Hear from our PMI Academy partner with their learning guide focusing on equities, defined contribution (DC), defined benefit (DB) and more.

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04 March 2024

Navigating the key issues facing schemes in 2024

Welcome to the fourth issue of the Annual UK Pension Scheme Survey report from the PMI in conjunction with Schroders Solutions.

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11 December 2023

PMI Academy Partner: Phoenix CIS - Targeting better member outcomes with target date funds

Download the case study by Phoenix Corporate Investment Services as they explore the use of Target Date Funds in DC investment strategies.

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11 December 2023

PMI Academy Partner: T. Rowe Price - Counting the Cost of Biodiversity Loss

Download the case study by T. Rowe Price insights on Environmental, Social and Governance (ESG).

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11 December 2023

CACEIS - PMI Academy Learning Manual 2023

This learning guide is for pension scheme trustees to help them develop a framework for their pension scheme to manage climate and nature-related risks.

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