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PMI Level 3 Award in Pension Trusteeship (Defined Contribution and Defined Benefit Schemes)

The Awards in Pension Trusteeship (APT) is for trustees, or those interested in trusteeship, based on the Pensions Regulator’s indicative syllabus. It provides formal recognition of a trustee’s knowledge and understanding (TKU) in line with the requirements of the Pensions Act 2004.

What does the syllabus cover?

Investment and Funding Issues for Defined Contribution and Defined Benefit Pensions

Scheme Management Issues for Defined Contribution and Defined Benefit Pensions

Law and Pensions Overview

How is it assessed?

The qualification is assessed by a 90 minute examination in the form of a 90 question multiple choice exam paper, designed to test knowledge right across the syllabus.

Where and when are examinations held?

Public Examination Sittings

There are two public examinations per year; March and September. Public examinations will be at exam venues in the following locations:

Birmingham
Bristol
Edinburgh
Leeds
London
Manchester

Private Examination Sittings

It is possible to arrange a private examination sitting.

Before taking the qualification

Those planning to enter for the examinations are recommended to work through the e-learning programme at The Trustee toolkit, which has been developed by The Pensions Regulator to meet their Trustee Knowledge and Understanding (TKU) requirements.

What are the costs?

Public Examination Entries

The cost of the examination is £200.

Private Examination Entries

There is a set fee of £2000. For more details go to our private examinations page.

PMI Trustee Group Membership

Any person undertaking the APT examinations receives free Trustee Group membership until the end of the calendar year in which they apply.

This means that you will qualify to receive PMI News, Pensions Age and PMI Technical News.  As a member of the PMI Trustee Group you will be able to attend some specific PMI Trustee events free of charge.

Customer service

The PMI is committed to providing a customer focused and professional service to all its approved assessment centres, students and candidates taking any of our qualifications.  Please click on the attached links for details of all of our commitments to you.

Customer Service Statement

Equal Opportunities Statement

Further information

Contact the Qualifications team at qualifications@pensions-pmi.org.uk or on 020 7392 7400.

Documents

  1. Qualification Specification APT

    Qualification Specification APT