APTITUDE ‘Accreditation for Professional Trustees’
APTITUDE ‘Accreditation for Professional Trustees’
Passageways - OnBoard
Passageways - OnBoard
COVID-19 Industry Guide
COVID-19 Industry Guide


Announcement: The PMI website will be undergoing scheduled maintenance from Friday, 15 May until Thursday, 21 May 2020. There will be no access to the PMI member portal during this time. We apologise for the inconvenience and will be back up and running as soon as possible.

Welcome to the PMI

Founded in 1976, the Pensions Management Institute (PMI) is the UK’s largest and most recognisable professional body for employee benefit and retirement savings professionals, supporting over 6,500 members in 32 countries.

PMI’s members are responsible for managing and advising some of the largest institutions in the world accounting for £1trillion invested in pensions. We promote excellence through a range of services for the benefit of members, the wider economy and with over six million now saving as a result of automatic enrolment, society as a whole.

The purpose of the Institute is “To set and promote standards of excellence and lifelong learning for employee benefits and retirement savings professionals and trustees through qualifications, membership and ongoing support services ". To achieve this, PMI:

Promotes and embeds professional standards, setting the benchmarks for best practice

Produces qualifications that have a reputation for excellence and ensure that employee benefits and retirement savings professionals, whether they are scheme managers, consultants, administrators or trustees, are educated to the very highest standards and the latest legislation

Provides continued lifelong learning designed to strengthen the knowledge and skills of employee benefit and retirement savings practitioners in performing to the best of their ability

Plays a pivotal role shaping the industry, working with Government and collaborating with other bodies on research and thought leadership on key issues

Presents an annual conference and a wide range of technical seminars from entry-level to those for highly experienced professionals

Provides industry-leading insight, including Pensions Aspects, PMI TV, Insight Partner insights, newsletters and blogs to keep practitioners abreast of the very latest developments in a rapidly-changing industry

Proactively has a voice in mainstream and social media with a presence on Twitter and LinkedIn

Gareth Tancred
Chief Executive

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Download our welcome brochure here

Dear members and visitors

Your health is of primary importance to us so please be assured that we are acting upon all official UK Government advice received in order to ensure your safety, to act responsibly and to help minimise the spread of the Coronavirus.


We are pleased to announce that we will be rolling out our online multiple-choice exams from May. This will start with the PMI Certificate in Pensions Trusteeship Unit 2 (soft skills exam), followed by Award in Pensions Trusteeship, Certificate in DC Governance, and Retirement Provision Certificate. More information coming soon. 


Flagship events - some cancellations or rescheduling may affect our upcoming national events. Some events may be converted into virtual events or webinars.  Please note, Pensions Aspects Live 2020 and Annual Dinner are now taking place on 10 February 2021. Trustee Workbench has been postponed until further notice. Further information will be shared with our sponsors and attendees as soon as possible.

Member events - some cancellations or rescheduling may affect our upcoming events.

Please monitor our events page here and Fellowship Network events page here for latest updates. 

Regional Groups

Some cancellations or rescheduling may affect our upcoming regional events, please monitor the Regional Group events page here for latest updates.

Latest communication sent to all regions from the Membership Team was on 17 March 2020. Please keep membership@pensions-pmi.org.uk updated at all times of any developments in your region.

Useful resources

COVID-19: guidance for employers and businesses - GOV.UK Guidance

Coronavirus (COVID-19): number of cases in England - GOV.UK Guidance

National Health Service.


Last updated:

24 April 2020 - Qualifications update

PMI Extra                      

Our unique package of benefits specially tailored to PMI members presenting a portfolio of fantastic discounts on a range of everyday products and services.

PMI Events

Our heavyweight programme of events will offer you stimulating content, top quality speakers, vigorous debate, and excellent networking opportunities, which prove to be a highlight of the pensions calendar.

Continuing Professional Development

Our annual Continuing Professional Development programme supports PMI members in advancing their knowledge and expanding their skills. Members can update their CPD records by logging in to the members area at the top of this page and selecting 'Your PMI'.

Pension Careers 

Our online jobs service, created exclusively for the UK pensions profession, which provides a vast selection of pensions jobs from leading recruitment agencies and employers.            

PMI Regional Groups 

Our network of UK Regional Groups organise local seminars, talks and social events. In addition, they provide study support and advice to Students who are preparing themselves for PMI examinations.



Our online TV channel offers a selection of topical, relevant and informative programmes to pensions professionals and trustees. Developed in association with Asset TV, it provides a broad range of presentations, comment, interviews, and webcasts from key figureheads within the pensions industry.

Pensions Aspects and Technical News

Pensions Aspects (formerly known as PMI News) is our monthly magazine which  offers technical feature articles, updates from the Pensions Regulator and NEST, details on forthcoming PMI events and qualification updates, news from our Regional Groups and a list of pension job vacancies.

PMI Technical News is our quarterly newsletter which is sent to all our professional pensions and trustee members. It addresses, in depth, one particular topic which is of current interest.

For further details click here

Discussion Forums

Join the PMI LinkedIn group here

Join the Fellowship Network LinkedIn group here

Consultation responses

We regularly respond to consultative documents on behalf of our membership. An archive of our responses is available for you to download in pdf format. Further details can be found here.


Aptitude accreditation programme for professional trustees

Developed by the Pensions Management Institute, the Aptitude programme was formed following standards published by the Professional Trustee Standards Working Group (PTSWG) in 2019 to raise standards and provide assurance about the quality of professional trustees and discourage poor practices in the market. Find out more here.

We provide a range of services for trustees:

PMI Trustee Group

The PMI Trustee Group is dedicated to supporting individual trustees and trustee boards. The Trustee Group CPD scheme was introduced to recognise and reward ‘Blue Riband’ trustee boards without the addition of more red tape. Current members are drawn from over 100 UK pension schemes.

Click here for more details.

Awards in Pension Trusteeships examinations

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

Click here for more details. 

Trustee Seminars and events

We run a PMI Trustee Group Seminar twice a year in June and November, these events help trustees to focus on areas of risk and provide them with the information and guidance they need to ensure that their company’s scheme is running effectively.

We also run a range of technical seminars and conferences that would appeal to trustees.

For further details see the events section of this website.

Association of Professional Pension Trustees

The aims of this group are to encourage and promote the highest professional standards in those who practise as professional pension trustees and promote the role of professional trustees.

Click here for furher details.


Certificate in Pensions Automatic Enrolment (DC)

Following the introduction of Automatic Enrolment in 2012 this qualification was designed to meet the needs of those who are advising or implementing the requirements of Automatic Enrolment. It provided an overview of employer requirements and obligations associated with Automatic Enrolment and an understanding of its practical effective implementation.

Under the Pensions Act 2008, the Automatic Enrolment requirements now apply to every employer in the UK and enrolment/re-enrolment procedures are “business as usual”. Following due consideration, the PMI has decided it is appropriate to withdraw the standalone Certificate in Pensions Automatic Enrolment as Automatic Enrolment is covered as appropriate within the PMI Advanced Diploma and related Diploma level qualifications.  An overview is also included within the Retirement Provision Certificate and it is covered in the Certificate in DC Governance.

The examination sitting on Wednesday 14 March 2018 will be followed by an additional and final sitting on Wednesday 16 May 2018. Both of these will be based on the 2017/18 syllabus and study manual (and the study manual will not be updated further).  We are planning to offer revision courses for both examinations (subject to demand) and details will be available on the website.

In addition, the Entry Closing date for the March examination will be extended from Friday 12 January 2018 to Wednesday 31 January 2018 and the entry closing date for the May examination will be Wednesday 18 April 2018.

NB: There will be no further opportunities to sit/re-sit after the May examination. 

Trailblazer Apprenticeships

Apprenticeships are central to raising skills in the UK. As part of recent reforms to Apprenticeships, the Government has set up a number of Trailblazer projects to design the new Apprenticeship Standards. The aim of the new Standards is to put employers genuinely in the driving seat of creating Apprenticeships, simplify their development and ensure that they are more rigorous and responsive to the needs of employers. The changes that will be implemented through the Trailblazers will fundamentally change the relationship between employers, the government and those who educate and train apprentices. Further details can be found here.

Certificate in Pension Scheme Member Guidance

This qualification is designed to meet the needs of experienced (and qualified) pensions staff who regularly liaise with members selecting options from a pension scheme.  It is concerned with improving member outcomes and providing guidance on benefit options.  As this guidance is in the area of non regulated advice the qualification  provides an overview of the distinction between regulated and non regulated advice, the different types of pension scheme and the factors that need to be considered in making decisions in regard to benefits. Further details can be found here.

PMI Insight Partners

This section of our website brings all PMI members the latest White Papers, research, articles and news from acknowledged pensions industry leaders in the following fields:

Administration bw_logo1
DC Governance

Hymans Robertson

De-risking Investment Strategies Insight Investment



Fiduciary Management r&m

Financial Education

 Wealth at Work


Independent Trustee




Sackers Logo Small
Master Trust Atlas Master Trust
Corporate Governance and Stewardship

PMI Research Partners

This section of our website brings together research projects that we have undertaken with our partners covering many issues which are important to our members and pensions professionals.

PMI/JLT - Adminstration - to cleanse or not to cleanse? That is the question

PMI/Standard Life - DC Pulse

PMI/Towers Watson - Pensions Websites - what do members need?

PMI/HSBC - Pension Schemes for the 21 Century - is there a third way?

PMI Study Support Partners

Our Specialist Support Partners help us produce the highest quality study material for our qualifications. Click here for further details.



About PMI               Become a Member              Continuing Professional Development

Get Involved in PMI

Serve on Council               Apply to become a tutor or serve on PMI Lifelong Learning Committee

Contribute to publications and events

PMI Regional Groups

Eastern                               London                            Midlands

North East                          North West                     Scotland

Southern                            South West

Pension Trustee Support

Trustee Group                   Association of Professional Pension Trustees



PMI governance

PMI Governance documents bring together all of the key information that governs how PMI is managed on behalf of it's members. The key documents can be accessed here

Pensions Terminology

The latest edition can be found here

Useful website links

Links to a number of useful websites associated with financial services

Terms of website use

Terms and conditions and cookie policy can be found here


Our Membership Department is responsible for PMI membership, Continuing Professional Development, the PMI Trustee Group, the Association of Professional Pension Trustees and PMI Extra.


The Qualifications Department manages our wide range of nationally recognised qualifications covering the various disciplines underpinning pension scheme management.

Commercial Development

Our Commercial Development Department is responsible for PMI publications, PMI events, sponsorship partnerships, PMI TV, and general PMI marketing.


Our Finance Department is responsible for subscriptions, accounts and invoices.

Professional Standards 

Professional Standards is responsible for pre-post qualification standards and the governance of the PMI.