Supporting materials


Impact Investing Made Simple
Sponsored by Hermes Investment Management
This explains the key aspects of an investment approach that prioritises positive social and environmental impacts resulting from investments alongside financial return

More Light, Less Heat: A Framework for Pension Fund Action on Climate Change
Produced in association with ClientEarth, this report provides new guidelines for pension funds on a programme of measures that they can take to prepare themselves for the decarbonisation of the economy.

MIFID II – top five actions for pension schemes

MiFID II introduces a wide-ranging series of changes affecting financial services regulation in the EU. These changes will impact on UK pension schemes and the way in which they use and pay for fund management services. Trustees, scheme managers and other senior decision-makers will need to be aware of, and take action on, these issues.

Hitting the Target: Delivering Better Outcomes

The central proposal of this initial Consultation Paper is that the UK should develop a set of ‘national retirement income targets’ which would help stimulate public debate on adequacy, help individuals plan for retirement, and act as a guide to public policy.

DB taskforce reports

The DB Taskforce  was set up by the PLSA in March  2016 to  undertake a review of the challenges currently facing funded defined benefit (DB) pension  schemes, and make recommendations to Government which will (a) help ensure the sustainability of open DB schemes and (b) help closed DB schemes run off more efficiently and ultimately secure member benefits.

Decumulation decisions

The PLSA commissioned research to examine how individuals age 55 – 70 with a DC pension pot not yet in payment accessed their pensions between October 2015 and December 2016.


Viewpoint h
as been edited by pensions journalist Maggie Williams. Inside you can read an interview with transparency and ethics activist Gina Miller and read the latest on the PLSA’s policy work on cost transparency, the forthcoming DB White Paper and Hitting the Target.