Help  Career and development
Need help with your career with the PMI? You’re in the right place. This page brings together everything you need to know about your membership and the PMI. Browse our FAQs for quick answers, or use this as your go-to resource to make the most of your membership.
FAQs  Frequently asked questions about the PMI's career and development
How can the PMI help my career?
We offer qualifications, CPD support, networking, and access to job opportunities, mentoring and mentee development and more. Everything you need to grow in the pensions industry.
What is CPD?
Continuing Professional Development (CPD), refers to the ongoing learning and development activities that our professional members engage in to enhance their skills and knowledge throughout their careers. We offer a variety of different services which count as CPD such as in- person events, reading materials including a bi-monthly magazine and more.
Does the PMI offer CPD?
Yes. We help members track and manage their CPD to stay current and compliant. Depending on your membership type, you will be expected
How many CPD points can I claim per event?
You can claim up to 7 CPD hours for all full day PMI conferences.
For all CPD points references please go here: https://www.pensions-pmi.org.uk/resources/pmi-news/how-to-earn-cpd-hours/
How can I record my CPD?
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Log in to your My PMI account.
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Use the ‘Add CPD’ button on your homepage.
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For your full CPD history, click ‘My Membership’ from the left-hand menu.
What networking opportunities are available?
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Mentoring and Development programme
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In-person events
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Regional events
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Online forums and communities – Special Interest Groups (SIG)
Are there events I can attend and how do I register?
Yes, we host events throughout the year. You can view all our upcoming events and register via our website or contact a member from our team here events@pensions-pmi.org.uk
How much does it cost to attend PMI events?
For PMI members, events are free. For non-members there will be a cost associated with attendance.
Can my employer arrange in-house training?
Yes! PMI offers Bespoke Training, tailoring sessions to your specific needs, goals, and preferred delivery format provides bespoke in-house training and bulk bookings.
What happens if I do not want to undertake one of the 5 new qualifications pathways?
Individuals are not being forced to undertake one of the five new pathways and you are welcome to take a stand-alone qualification by itself if you wish. It is completely up to an individual what route they want to take, and no one will be forced down a particular avenue.
Is the Advanced Diploma in Retirement Provision still an available qualification?
Yes, the ADRP will be available for five more years from the date we launch the new member streams.
I am part-way through the Advanced Diploma Qualification, should I switch to one
of the new pathways?
of the new pathways?
The decision is yours to make. If you feel one of the new pathways is a beneficial route to undertake and suits your educational/career needs, then you are welcome to do so. If you want to continue with the current Advanced Diploma, you will have five years to complete any remaining units (five years from the date of launch).
I think I have finished all of the units within the Retirement Provision stream, what do
I need to do to claim for the certificate?
I need to do to claim for the certificate?
Please note, anything post 2016 can be claimed for with regards to one of the new pathways, but anything pre 2016 would need to be passed again in order to count towards one of the new steams. This is to ensure the qualifications can be matched against the qualifications we currently offer. There will be a fee to claim for the final certificate.
Can I still complete the Advanced Diploma in Retirement Provision without following the new pathways?
Yes, you can! If you prefer not to follow the new pathway model, you can still sit and complete the singular qualification for the Advanced Diploma in Retirement Provision. However, this option will only be available until April 2028.
I’ve passed some units/qualifications before 2016. Will they count towards the new pathways?
No, unfortunately, any units or qualifications passed before 2016 will need to be retaken if you want to qualify for one of the new pathways. However, we will accept passes from units or qualifications achieved post-2016.
How do PMI Pathways affect membership?
PMI Pathways has introduced five career-specific routes to Fellowship. If you were an existing Certificate or Diploma member, in 2023 you were automatically migrated to the new Professional Membership. This means your membership status now aligns with the new structure, providing more opportunities to progress in your career.
I’ve completed qualifications or units that didn’t make me eligible for Certificate or Diploma membership under the old structure. Am I eligible for Professional Membership now?
Yes, under the new pathways, if you’ve completed a PMI qualification or combination of units that didn’t previously make you eligible for Certificate or Diploma membership, you may now qualify for Professional Membership. Contact us to check your eligibility.
What if my Certificate or Diploma membership lapsed?
If you were a lapsed Certificate or Diploma member, you have also been migrated to the new Professional Membership. You can reinstate your PMI membership to take advantage of enhanced member benefits. Reach out to us to discuss reinstatement.
Do I need to retake qualifications to progress towards Associateship?
If you wish to progress towards Associateship, you must retake any qualifications or units completed before 2016. Only qualifications and unit exams taken in 2016 or later will count towards Associateship.
Is there a sample paper that I can view prior to the examination?
Yes, past papers can be viewed here.
Do I need to download any software onto my computer to take the examination?
Yes, you will be required to download the TestReach application to your device (laptop/desktop computer). If you are going to be taking your exam using a work device, we strongly urge you to get in touch with your IT team ASAP, who may need to enable certain permissions for the application to be downloaded and accessed. It is crucial that this is actioned in good time and as early as possible, as all learners are required to schedule themselves onto their exam 72 hours before they are due to sit the exam, to pass all the system checks, to avoid any issues on the day of the exam. A link to download the TestReach application is available on our qualification webpages.
Am I eligible for extra time during the exam?
Yes, if you have any medical conditions that inhibit your ability to complete an exam within the standard timeframe, e.g., dyslexia, or any other medical disorders, then we can offer you an additional 25% extra time on top of the standard exam time. We would need supporting evidence, such as a medical note from your doctor, to be provided to us, which would then be reviewed by a member of the team and a decision then made. If you require extra time, the PMI Qualifications team will get in touch in the run-up to your exam and request it from you in due course.