Watchdog Services for Social Protection Systems
PMI provides an independent and impartial review of existing or proposed investment portfolios.
Independent Evaluations of Plans Registered in various Jurisdictions
PMI provides independent and impartial evaluations of proposed and existing pension plans residing and / or registered in various jurisdictions.
PMI may be engaged to review corporate governance structures (i.e. pension plans, board charters, etc.) and provide recommendations, as well as provide training to the Trustees to ensure a clear understanding of duties, procedures, and responsibilities.
EMPLOYEE EDUCATIONAL SESSIONS
PMI may be engaged to provide educational sessions to employees. These sessions are customizable depending on the session goals and financial structure being discussed.
PERIODIC REVIEWS OF WEALTH MANAGEMENT STRUCTURE
PMI may be engaged to provide financial seminars to employees, students, association members, or community members. The seminars can cover a range of financial topics and are customized depending on the goals of the session provided by the engaging party.