Reports and guides

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PMI Academy Covenant Manual 2022
01 August 2022

PMI Academy Covenant Manual 2022

Read PMI Academy partner Penfida’s manual on employer covenant.

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Trustee Training Directory 2022
20 June 2022

Trustee Training Directory 2022

This trustee training 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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Digital transformation of pension scheme boards – A Digital Adoption Case Study
06 June 2022

Digital transformation of pension scheme boards – A Digital Adoption Case Study

The UK landscape of retirement provisions has changed and evolved significantly. The pace has accelerated in the last five years in policy, legislation and regulatory requirements, which is why many Pension boards have accelerated their digital transformation plans.

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PMI Academy Partner: Penfida - Covenant case study: how an asset backed funding solution can help the scheme and the sponsor?
18 May 2022

PMI Academy Partner: Penfida - Covenant case study: how an asset backed funding solution can help the scheme and the sponsor?

Case study: Asset Solution, Schemes and Sponsors

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Rising to the governance challenge: ESG and Climate risk
18 May 2022

Rising to the governance challenge: ESG and Climate risk

Read PMI Academy partner CACIES’s case study.

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Overcoming the risks at retirement 2022
11 May 2022

Overcoming the risks at retirement 2022

Survey results 2022

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