The aim of the Pensions Trusteeship stream is to provide the required professional knowledge, skills and understanding for an individual to undertake, after sufficient experience, a position as a Professional Trustee.
Please read our policy here before making any bookings
The Pensions Trusteeship steam is for anyone who wants a career in Pensions Trusteeship. Its focus is on running, managing and operating pension schemes within legislation and regulatory guidelines. The decisions, trustees make hugely influence member outcomes, ultimately impacting the lives of members currently in pension schemes.
The following units will be assessed via short answer questions only:
The following qualification is assessed by multiple choice questions:
Please refer to the Pensions Trusteeship stream specification under 'useful resources' for further information regarding how the exams will be assessed.
Please note, we can only accept completion of units post 2016 only. Any exams passed pre 2016 would need to be taken again if you want to complete a particular steam.
You are advised to begin studying in November for the April examinations the following year and in May for the October examinations.
The Pensions Trusteeship stream comprises of 3 units and 3 qualifications.
6 units/qualifications out of the of the 6 units/qualifications must be passed in order to complete the qualification
Exam entry (per ADRP unit) £560
Exam unit RPC qualification £520
Exam unit DPT £510
Exam unit CPT unit 1 and CPT unit 2 £330 PER UNIT
Revision Course (webinar) £75
Exam entry Re-Sit Fee (per unit) £300
Transcript £25
Final Pathway Certificate £85
To sit this qualification you must be an active member of the PMI. Student membership is currently £178 and will be added to your total fee at checkout if you are not already a PMI member. (£75 from 1 April 2024 – 31 August 2024). The student membership cycle runs from the 1 September to 31 August.
For former PMI members enrolling in this qualification an additional re-instatement fee of £35 will also be applied at the check out stage.
