Membership

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.

Yes. PMI Student Members enjoy discounts through HMCA and TOTUM PRO, plus reduced rates for PMI events and training.

Yes. Affiliate members can progress to Student, Professional, Associate or Fellow membership as their career develops.

Yes. If you meet the qualification criteria, you can upgrade from Student or Affiliate membership. Contact the membership team for guidance.

Individuals and organisations can apply on our website or contact us here membership@pensions-pmi.org.uk and our trusted team will get back to you. Individual membership levels vary based on your experience and qualifications, but we have a level for everyone. In many cases, your employer may also be able to support your membership or enrol you directly. Check with your HR or Learning and Development team to see if this option is available to you. Organisations can also benefit from our corporate membership. 

Yes! We actively support students and early-career professionals with tailored resources and development pathways.

You can log in via the PMI website (the top right button) using your registered email and password. If you’ve forgotten your login details, use the password reset link or contact our team at membership@pensions-pmi.org.uk 

Log in to your member portal and navigate to your profile settings to update your information. 

Upgrading your PMI membership gives you access to enhanced professional resources, recognition through designatory letters, and opportunities to contribute to the pensions industry. It also opens doors to exclusive events, mentoring roles and networking with senior professionals. 

Yes. If you’ve gained new qualifications or experience, you may be eligible to upgrade. Contact the Membership team for guidance. 

Membership upgrade fees vary depending on the level. Associate membership is £420 annually, Fellowship is £499, and Membership by Experience is £644. A one-time election fee of £150 may apply for new or reinstating members. 

You may lose access to member benefits, including CPD tracking and discounts. You can reinstate your membership by contacting us at membership@pensions-pmi.org.uk

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.

Yes, the ADRP will be available for five more years from the date we launch the new member streams.

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).

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.

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.

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.

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.

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.

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.

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.

Yes, past papers can be viewed here.

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.

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.

You can pay your fees online through your MyPMI portal, or via bank transfer (BACS). For more information please contact us here.

No, the PMI no longer accepts cheque payments for membership subscriptions, renewals, or qualifications.

You can make payment directly to the PMI bank account. When doing so, you must include your surname, PMI member number, or invoice number as the reference so your payment can be matched correctly.

Yes. When registering for exams, you can set your company as the preferred billing address, allowing invoices to be issued to your employer through your MyPMI portal.

Invoices and transactions can be accessed through your MyPMI account. You can also view and download invoice PDFs from the system once your booking or payment has been processed.

Log in to your MyPMI portal, go to the My Finance section, and select the relevant open invoice to complete payment.

Membership subscriptions are due annually, with set renewal dates depending on your membership type (for example, 1 September for Students and Fellows, or 1 January for Trustee individuals and boards and Affiliate members).

No. Membership fees are not prorated and are payable in full regardless of when you join.

Late payment charges may apply, and if payment is not received by the final deadline, your membership may be lapsed or terminated.

Membership fees are generally non-refundable and non-transferable. Refunds are only considered in exceptional circumstances.

Yes. New or reinstating members may need to pay a membership fee dependant on the membership grade.

You can contact the PMI Membership or Accounts team, who can assist with invoices, payments, and account queries.

If you wish to cancel your PMI membership, please contact our Membership team who will be able to assist you with the process.