Frequently asked questions

We support individuals and organisations through qualifications, training, and thought leadership in pensions and retirement benefits. We educate pension professionals, we empower tomorrow’s pension leaders, we enable better saver outcomes.

The Pensions Management Institute (PMI) is the UK’s leading professional body for people who manage, support and advise on workplace pensions. We set the standards for excellence in pension management, provide professional qualifications, and deliver education, insight and networking to help our members excel in their careers.

Yes, many of our conferences, webinars, and training sessions are open to non-members. However, PMI members enjoy discounted rates and exclusive access to certain events, research and networking opportunities.

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PMI membership is open to anyone working in or supporting the pensions and retirement savings industry — from administrators and trustees to consultants, HR professionals, and finance specialists. Members gain access to expert insight, continuing professional development, and a recognised mark of professionalism.

Exam dates vary by qualification and are published on the PMI website. You can find the most up-to-date exam calendar and registration deadlines on each qualification’s information page.

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The PMI partners with employers, trustees and industry bodies to support professional standards across the pensions sector. We provide corporate memberships, tailored training, and thought leadership to help organisations build skilled, compliant and effective pensions teams.

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A PMI qualification demonstrates your expertise and commitment to high professional standards. It enhances your credibility, supports career progression, and ensures you stay current with the latest pensions legislation, regulation and best practice.

The PMI is the UK's leading professional body dedicated to supporting and developing experts who manage UK pension schemes. Our members represent and lead in every aspect of pension management, ensuring the best possible outcomes for scheme members.

We provide education, professional development and industry insights to help pensions professionals excel. Our work promotes high standards and best practices across the pensions sector through accredited professional and lay trusteeship, webinars, events, training, qualifications and more.  

Anyone with an interest in pensions can join the PMI, whether you're starting out, working in pensions administration, HR or finance, or already in the industry. We offer membership levels for all career stages.

No. The PMI is a professional institute, not a regulator. We support the industry through education and standards, while regulatory oversight is handled by bodies like The Pensions Regulator (TPR). The PMI, however, is an Awarding Body, regulated by Ofqual.

We promote high standards for the industry through advocacy and expert commentary, provide quality education, and support all professionals. We educate pension professionals, we empower tomorrow’s pension leaders, we enable better saver outcomes

Yes. We regularly engage with government bodies and regulators to contribute to policy and industry development.

We publish thought leadership, policy papers and consultation responses to help shape a sustainable pensions future. We are not a lobbying body: our aim is to be a trusted, expert voice in pensions—supporting government, regulators and the wider industry to develop and implement effective and sustainable policy, informed by the real-world expertise of PMI members. For more, please go here: www.pensions-pmi.org.uk/resources/consultation-responses