Helen Forrest Hall: Our survey provides an opportunity to shape the PMI’s future education syllabus and support that trustees rely on, while also helping to influence government policy making.
The Pensions Management Institute (PMI) has launched a survey on defined benefit (DB) investment governance.
The survey – being conducted in association with Schroders – aims to get an understanding of how DB governance is changing in practice at a time when funding positions are improving for many schemes and expectations around governance, value and long-term planning are intensifying.
The survey comes as The Pensions Regulator (TPR) published its latest annual funding statement on Wednesday (6 May) – setting out how it expects trustees and sponsoring employers of DB pension schemes to shift their focus from deficit recovery to long-term endgame planning.
PMI chief strategy officer Helen Forrest Hall said: "Our members – and the wider industry – have a deep understanding and knowledge about pensions, making the results of this survey extremely valuable to trustees operating in an increasingly demanding environment.
"In its latest annual funding statement, TPR has once again been crystal clear about its expectations for DB planning. And so, with important decisions to make about investment strategy, governance and long-term objectives, our survey provides an opportunity to shape the PMI's future education syllabus and support that trustees rely on, while also helping to influence government policy making."
