Awards in Pension Trusteeship
These are two qualifications for
trustees, or those interested in
trusteeship, based on the Pensions
Regulator’s indicative syllabus. They provide
formal recognition of a trustee’s knowledge and
understanding (TKU) in line with the requirements
of the Pensions Act 2004.
They replace the Trustee Certificate of Essential Pensions Knowledge and
Financial Adviser Certificate which were examined between 1993 and 2006.
The structure of the awards is shown below. It is necessary to pass all three
units (although not necessarily at the same time) to be awarded the full
qualification.
They have received accreditation within
the national framework.
Award in Pension Trusteeship (Defined Contribution Schemes)
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Unit 1: Law and Pensions Overview
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Unit 2: Core Investment Issues and Funding for Defined
Contribution Pensions
-
Unit 3: Scheme Management Issues for Defined Contribution
Pensions
Award in Pension Trusteeship (Defined Contribution and Defined Benefit Schemes)
-
Unit 1: Law and Pensions Overview
-
Unit 2: Investment and Funding Issues for Defined Contribution
and Defined Benefit Pensions
-
Unit 3: Scheme Management Issues for Defined Contribution and
Defined Benefit Pensions
Reading List
The list below contains several items which will be of
assistance to those preparing for these examinations.
Click here for current Reading List
Study and trustee training
The Pensions Regulator has developed an e-learning programme to
meet their Trustee Knowledge and Understanding requirements.
All people planning to enter for the examinations are
recommended to work through the e-learning programme at
www.trusteetoolkit.com
PMI has compiled a list of providers of trustee training
courses.
 Click
here to view this list.
More information about the Trustee Toolkit
Certificates
Successful candidates will receive a final Qualification Certificate once
they have completed all 3 units. These are normally issued after the
results are confirmed.
Candidates also receive a Certificate of Unit Credit for each unit they pass.
These are normally issued after the results are confirmed. |
