Reports and guides

PMI Crest
PMI
Not another data article!
16 July 2021

Not another data article!

Technical News July/Aug 2021. 

You don’t have to look too hard at the moment to find a pensions article that touches on, or even focuses on, data. Working with masses of data in our pensions day-to-day life isn’t anything new. But after listening to a podcast I thought I’d use this article to reflect on changes over the years in how we collect and use data.

Find out More
COVID-19 Your Industry Guide 2021
07 July 2021

COVID-19 Your Industry Guide 2021

The coronavirus crisis has affected millions of people and changed the way we live and work in today’s society. As a result of this, we have created a report in conjunction with our Insight Partners to discuss a number of these challenges as well as emerging opportunities in the pensions industry. 

Find out More
Overcoming the risks at-retirement
22 June 2021

Overcoming the risks at-retirement

Survey results 2021

Find out More
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.

Find out More
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.

Find out More
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.

Find out More