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Own Risk Assessment – Showcasing your core strengths
Join us one year on from the effective date of the General Code. With great progress being made across the industry, we would like to share with you our
innovative approach to linking together the need to have an Effective System of Governance (ESOG) with the new requirement (for schemes with more than
100 members) to produce an Own Risk Assessment (ORA). Unlock the full potential of your enhanced governance arrangements and make the General C…
Data Preparation for Pension Dashboards
As schemes prepare for Pension Dashboards, confidence in member data is crucial for an efficient rollout especially for members with multiple pots.
Connection to dashboards will not be successful if member data is missing or inaccurate. This could result in missing pots, vast partial matches and in some
cases pots being allocated to the wrong person. Understanding your data quality and addressing it before connection is a vital step to reduce the risk of fail…
Defined Benefit Pensions Conference 2025
This popular PMI event is focused on navigating the complexities and challenges within defined benefit schemes. Set against the backdrop of an ever-evolving
financial landscape, the conference will provide a comprehensive exploration of critical topics shaping the pensions industry. Industry experts and thought
leaders will meet to discuss strategies for managing risks, optimising investment portfolios, and ensuring the sustainability of defined benefit pension schem…
2024 DB Pensions Trustee Research Report Webinar: Going for Growth
Charles Stanley’s annual DB pensions review – developed in association with Censuswide – has become a must-read for all trustees. In this up-coming
webinar, our panel of experts will discuss the key findings from this year’s report titled “Going for Growth” and discuss the current landscape in which trustees
are operating and the challenges they face. Last year professional trustees told their risk appetites had increased and their funding end game was self-suffi…
Pensions Dashboards 101 (CPD accredited)
The pensions industry is famously guilty of overusing acronyms and industry jargon and dashboards are no exception. From the PDP and CDA, to ISP and
APIs, this educational and informative session will look to decode the pensions dashboards universe and leave attendees with a better understanding of how
they work and how they will benefit both members and pension providers. Whether you're a financial professional or simply curious about the topic, this we…
The Space Race of Pensions Dashboards
The UK will not be the first country to launch the pensions dashboards. The Netherlands, Belgium and Sweden have already implemented their own versions
of dashboards to improve saver engagement, while Australia has adopted a ‘Pot for Life’ approach to simplify superannuation and give members the right to
choose. As the UK gears up for pensions dashboards to go live, tune in to this session where the industry experts will share best practice and highlight valua…
Pensions continuity in an uncertain world
The only constant is change and that couldn’t be more true when it comes to UK pensions. In this session, we’ll hear directly from the regulators about the
need to have a long-term, clear and coherent strategy to meet the evolving consumer needs, modernise pensions and help increase member engagement.
The speakers will also look to address key questions about the Pensions Dashboards Programme and whether we can expect a change of direction following…
Pensions 2045: Understanding the voice of the consumer
Pensions dashboards are a catalyst for innovation and a vital step forward to modernise the UK’s pension industry. But how are members planning to use
them and how will they address broader systemic issues that the sector is currently facing? In this webinar, a panel of industry experts will discuss how the
industry can centre innovation around the current and future needs of UK savers over the next 20 years. Join this session to: - Be informed on the potential…
2024 Budget and its impact on pensions
This year’s Budget was trailed by a range of rumours about possible changes to the tax regime for registered pension schemes. Join PMI’s Director of Policy
Tim Middleton and a panel of experts to summarise exactly what changes have been announced and the consequences they will have for the UK’s pension
system. This webinar provides an excellent opportunity to discuss what changes have been announced within hours of Rachel Reeves having delivered her …
Redefining the path to securing members’ benefits
Developments in the risk transfer space have dominated pensions media headlines over the last few weeks: • New insurers are entering the bulk annuity
market, • Superfunds are now allowed to distribute returns to their investors, and • Capital requirements have been relaxed for capital backed providers who
rescue a pension scheme from the Pension Protection Fund (PPF) These developments are intended to invigorate innovation and accelerate the pace of co…