Reports and guides

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PMI
Overcoming the risks at-retirement
22 June 2021

Overcoming the risks at-retirement

Survey results 2021

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Navigating the continued evolution of ESG in pension schemes
21 June 2021

Navigating the continued evolution of ESG in pension schemes

Welcome to the results of the latest ESG Survey from the Pensions Management Institute in conjunction with BMO Global Asset Management.

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Covenant case study: how to protect your recourse in a corporate transaction
27 May 2021

Covenant case study: how to protect your recourse in a corporate transaction

Our case studies examine real life situations that bring to life particularly important aspects of covenant risk management, with an explanation of the actions taken and the outcome achieved. This case study looks at a situation where a scheme’s trustees were faced with a leveraged takeover bid for the sponsor company.

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Getting to Net Zero
19 May 2021

Getting to Net Zero

In 2020, the world not only confronted the pandemic, it also sharpened its focus on the existential threat of climate change. An economic transformation is accelerating as more people focus on the global goal of net zero emissions by 2050.

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The relevance of gold as a strategic asset UK edition
07 May 2021

The relevance of gold as a strategic asset UK edition

Technical News May 2021. The World Gold Council is the market development organisation for the gold industry. Their role is to stimulate and sustain demand for gold, provide industry leadership and be the global authority on the gold market. They promote gold as a mainstream asset class by enhancing institutional and retail investor understanding of gold as part of a balanced portfolio. They support clear and consistent global standard setting on all issues including ESG to reinforce integrity, transparency and trust across the value chain. They also strive to develop a fair, effective and accessible gold market by engaging global governments and policy makers.

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Trustee Training Directory 2021
21 April 2021

Trustee Training Directory 2021

This directory has been compiled to support trustees with their training requirements. The courses listed in this document are suitable for new trustees as well as those looking to refresh their knowledge and cover the various aspects of knowledge trustees need to acquire, including legal, regulatory, investment and scheme specific knowledge.

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