Supporting materials


Cashflow Driven Investment (CDI) Made Simple

Sponsored by Schroders

This guide explains what Cashflow Driven Investment (CDI) is, its building blocks, who it is appropriate for and the rationale for using it. In addition, it includes the process of monitoring and validating the results so trustees can assess whether their chosen CDI solution does indeed deliver to meet expectations.

PLSA Annual Survey 2018 

Our Annual Survey provides a wealth of statistics and information on workplace pensions, and is the largest, most representative and in-depth study of its kind.

Hitting the Target: Delivering Better Outcomes

The purpose of this project is to assess the success of current UK policy and practices with regard to helping everyone achieve adequate outcomes in retirement. Feed into this consultation at our next event on 13 December, to book your place click here.

Trustee Effectiveness

Service to help trustee boards (and potentially other individuals that play a key role in the running of a pension scheme) review their trustee board governance and check how it measures up to the Pensions Regulator's expectations of best practice

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.

Good Governance - How to get there: A PLSA discus

This PLSA discussion paper, looks at how to raise the standards of scheme governance and regulate governance bodies more efficiently.

Hidden talent. An analysis of the FTSE 100 -

What do companies annual reports tell us about their workers? The PLSA has published new research on corporate reporting of workforce-related issues.

GDPR top tips

Our top ten tips for getting GDPR ready.

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.

PLSA governance review

In October 2016 we decided that, a year after renaming the Association to reflect the changing world of retirement savings.