Take the next step Upgrade your PMI membership
Ready to elevate your professional standing with the Pensions Management Institute (PMI)? Upgrading your membership is a great way to reflect your experience, enhance your credentials, and unlock additional benefits tailored to your career progression.
Use the form below to request your membership upgrade. If you’re unsure which level is right for you or need support during the process, our team is here to guide you every step of the way.
FAQs Frequently asked questions about the PMI
What does the Pensions Management Institute (PMI) do?
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.
Who can benefit from becoming a member of the PMI?
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.
What are the benefits of PMI membership?
Members enjoy:
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Access to exclusive resources and insights
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CPD tracking and support
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Free training and events
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Networking opportunities
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Professional recognition
And much more!
Who is the Pensions Management Institute (PMI)?
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.
What does the PMI do?
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.
Who can join the PMI?
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.
Is the PMI a regulatory body?
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.
How does the PMI support the pensions industry?
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
Does the PMI work with government or regulators?
Yes. We regularly engage with government bodies and regulators to contribute to policy and industry development.
What is the PMI’s stance on pensions policy?
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
How do I keep informed with the PMI?
PMI members stay up to date through regular newsletters, publications like Pensions Aspects Magazine and Technical News, webinars, newsletters and the MyPMI portal. Members can also join special interest groups and attend industry events to stay connected and informed as part of their continuous professional development.
As a non-member, you can subscribe to our marketing communication for paid opportunities to attend our events and webinars.
How do I become a member?
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.
What types of membership are available?
We offer entry level membership:
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Student Membership
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Affiliate Membership
As well as senior membership available for upgrade:
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Associate Membership
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Fellow Membership
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Membership by Experience
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Retired Membership
For organisations, we also offer corporate memberships.
Can students or early-career professionals join?
Yes! We actively support students and early-career professionals with tailored resources and development pathways.
How do I access my PMI member account?
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
How do I update my contact or employment details?
Log in to your member portal and navigate to your profile settings to update your information.
Why should I upgrade my membership?
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.
Can I upgrade my membership level?
Yes. If you’ve gained new qualifications or experience, you may be eligible to upgrade. Contact the Membership team for guidance.
How much is it to upgrade my membership?
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.
Why should I become a Fellow?
Becoming a Fellow (FPMI) is a mark of senior professional achievement. It offers greater recognition, access to exclusive PMI events and publications, and the chance to mentor others. Fellows also benefit from leadership opportunities, enhanced career visibility, and are eligible for roles on the PMI Board and voting rights in the Annual General Meeting (AGM).
Learn more here.
What happens if I let my membership lapse?
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
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.
When are membership fees due?
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).
Are membership fees prorated if I join partway through the year?
No. Membership fees are not prorated and are payable in full regardless of when you join.
Is there a fee when I first join the PMI?
Yes. New or reinstating members may need to pay a membership fee dependant on the membership grade.
How can I cancel my PMI membership?
If you wish to cancel your PMI membership, please contact our Membership team who will be able to assist you with the process.