The syllabus outlined below was examined for the first time in 2006. It
replaced the A - J syllabus which was examined between 2002 and 2005.
The examinations will be based on English law and practice, except where the
syllabus states otherwise, and it will be assumed that examination answers
have been made in accordance with laws of the United Kingdom.
The current syllabus structure is formed of three levels outlined below.
Handbook
Full details of the syllabuses and the Modules can be found in the
Handbook. Click here to
download a copy of the 2008 Handbook.
This Handbook contains details of the syllabuses and the Modules which will
be examined in April and October 2008.
100 Level Examinations
101- Retirement Provision Certificate
2009 syllabus
Further details can be found in the RPC section of this website.
More>>
200 Level Examinations
201 - Pension Arrangements
202 - Law and Constitution
203 - Defined Benefit Schemes
204 - Defined Contribution Schemes
205 - Investment
Click here to view the 2009
syllabus as a pdf document for all 200 level modules
The Retirement Provision Diploma (RPD) will be awarded on completion of the
100 and 200 level Modules.
More>>
300 Level Examinations
301 - Total Remuneration
302 - Management
303 - International-1
Click here to view the 2009 syllabus
as a pdf document for all 300 level modules
To complete the Advanced Diploma examinations Students must complete the 100
and 200 level modules plus any three 300 level modules.
It is also
possible to gain credits towards the Advanced Diploma from other PMI
qualifications and from the Accreditation of Prior Learning (APL) from
qualifications awarded by other bodies. Click here for the
qualifications framework and here for
APL details.
Transitional Arrangements from A-J Syllabus
The transitional arrangements from the A-J syllabus (examined between 2002
and 2005) are:
| 2002-2005 Syllabus | Current Syllabus 2006- |
| Passed/Exempt | Credit |
| A - Introduction to Retirement Provision or RPC | 101 - Retirement Provision Certificate |
| B - Taxation | 205 - Investment* |
| C - Pension Arrangements | 201 - Pension Arrangements |
| D - Law & Constitution | 202 - Law and Constitution |
| E - Design & Administration | 204 - Defined Contribution Schemes |
| F - Financing & Investment | 203 - Defined Benefit Schemes** |
| G - Total Remuneration | 301 - Total Remuneration |
| H - Management | 302 - Management |
| I - International | 303 - International |
| J - Communication | 304 - Communication |
*In order to obtain credit for 205 - Investment those who have passes in
Subject B but not Subject F will be required additionally to undertake an
investment based assignment. See below for further details.
** In order to obtain credit for 203 - Defined Benefit Schemes those who
have passes in Subject F but not Subject E will be required additionally to
undertake an administration based assignment. See below for further details.
Students with passes under the previous syllabuses should contact the
Programme Delivery Unit for advice on transitional arrangements.
Transitional Arrangements Guidance
Use this guide to select the Subjects that you have passed, have a credit for or are exempt from in the A-J syllabus and click on calculate. Please note that this is for guidance only.
Transitional Arrangement Assignments
The transitional arrangement assignments (referred to above) apply to those
translating credits between the A-J syllabus and the current 100, 200 and
300 level syllabus.
The investment and administration based assignments will
be available for 3 years from late November 2005. After this time these
arrangements will expire and the requirement would be to sit the relevant
examination.
The assignments comprise of the relevant parts of a study manual and a
number of test questions which must be submitted to the Institute. They do
not have to be completed under examination conditions. There are several
submission dates each year and if the required pass standard is not reached
then they can be re-submitted.
The order form for these assignments can now be downloaded from the forms
page. The assignments will include details of the submission dates and
procedure.
The assignments are updated each year. The last date for submitting assignments in 2008 is 28 November 2008. These submission dates are shown below.
|
Assignment Bought: |
28 January 2008 - 21 March 2008 |
24 March 2008 - 20 June 2008 |
23 June 2008 - 3 October 2008 |
|
Assignment should be submitted by: |
25 April 2008 |
25 July 2008 |
28 November 2008 |
Transitional Arrangements and the RPD
These changes to the examinations on which RPD is awarded do not affect any
current RPD holders. However, those who have obtained the RPD under the A-J
syllabus may need to pass an additional 200 level module depending on which
subjects they have passed in order to complete Advanced Diploma.
Transitional Arrangements (1-9 Syllabus to A-J
Syllabus)
The transitional arrangements from the 1 – 9 syllabus (examined between 1994
and 2001) to the A- J syllabus are:
| 1994-2001 Syllabus | 2002-2005 Syllabus |
| Passed/Exempt | Credit |
| 1 - Introduction to Pension Schemes and Social Security | A - Introduction to Retirement Provision |
| 2 - Law & 5 - Scheme Constitution and Documentation* | D - Law and Constitution |
| 3 - Taxation | B - Taxation |
| 4 - Scheme Design | C - Pension Arrangements |
| 6 - Scheme Administration and Financing | E - Design and Administration |
| 7 - Scheme Investment | F - Financing and Investment |
| 8 - Remuneration and Other Benefits | G - Total Remuneration |
| 9 - Communication and Management | H - Management & J - Communication |
* Both subjects must have been passed to obtain credit.
Transitional Arrangements (A-H Syllabus to 1-9
Syllabus)
The transitional arrangements from the A-H syllabus (examined between 1988
and 1993) to the 1-9 syllabus are:
| 1988-1993 Syllabus | 1994-2001 Syllabus |
| Passed/Exempt | Credit |
| A - Elements of Pension Schemes and Social Security | 1 - Introduction to Pension Schemes and Social Security |
| B - Elements of Law and Taxation | 2 - Law |
| C - Scheme Design | 4 - Scheme Design |
| D - Taxation and Scheme Financing & B - Elements of Law and Taxation* | 3 - Taxation |
| E - Scheme Investment | 7 - Scheme Investment |
| F - Scheme Constitution and Documentation | 5 - Scheme Constitution and Documentation |
| G - Scheme Management & D - Taxation and Scheme Financing* | 6 - Scheme Administration and Financing |
| H - General Paper | 9 - Communication and Management |
|
Transitional Arrangements (1-9
Syllabus to A-H
Syllabus) |
|
| 1982-1987 Syllabus | 1988-1993 Syllabus |
| Passed/Exempt | Credit |
| 3 - Social Security | A - Elements of Pension Schemes and Social Security |
| 1 - Law & 2 - Taxation* | B - Elements of Law and Taxation |
| 4 - Scheme Structure | C - Scheme Design |
| 5 - Scheme Financing | D - Taxation and Scheme Financing |
| 6 - Investment | E - Scheme Investment |
| 7 - Scheme Constitution | F - Scheme Constitution and Documentation |
| 8 - Scheme Management | G - Scheme Management |
| 9 - General Paper | H - General Paper |