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  1. What we do

    About the PMI Empowering change through education

    We are 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.
    Overview

  2. Membership

    Become a member We are committed to your success.

    From thought leadership, education, training, and qualifications across the UK and internationally
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  3. Learning & development

    Learning & development Achieve your career goals with the PMI

    The PMI provides qualifications, training, and resources designed to support your career goals, no matter where you are in your professional journey.
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  4. Training

    Training Training that turns knowledge into action

    Practical, expert‑led training designed to build real world skills, boost confidence, and deliver measurable results, whether you’re upskilling individuals or empowering teams.
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    Connect and learn from industry experts through our conferences, workshops, exhibitions, and local events
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Working with the industry to deliver insight, education and impact Development partnership

Collaborating to strengthen capability and raise standards across pensions  Development Partnership

The Development Partnerships programme is designed to raise standards, build capability and support millions of savers by embedding professionalism across the pensions industry. At its core is a clear belief: supportive employers help develop stronger pension professionals and deliver better outcomes for savers. With expectations from government and The Pensions Regulator (TPR) continuing to rise, organisations need a consistent, joined-up approach to education and training. 

Become a partner
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Our Development Partners

These organisations bring valuable expertise, insight and practical experience, supporting the delivery of high‑quality learning, development and thought‑leadership initiatives aligned to PMI’s purpose.

Aptia

Barnett Waddingham

Equiniti Retirement Solutions

Local Government Association

West Midlands Pension Fund

People's Partnership

The programme is designed for pension administrators, consultancies, technology providers and public sector organisations that want a structured, organisation-wide approach to professional development.

What this programme offers

Our programme offers a practical, scalable way to ensure your workforce has the knowledge and skills needed to deliver high-quality outcomes. Through the Development Partnerships model, employers can access discounted qualifications, continuing professional development (CPD) and bespoke training. Learners benefit from accessible, career-long development with fewer barriers to progression. By joining the programme, organisations can invest in their people more effectively, moving away from fragmented individual memberships to a streamlined, scalable structure that delivers greater value and stronger engagement.

Why partner with the PMI?

Through a single, predictable annual investment, partner organisations gain access to:

  • Employer-sponsored PMI membership for employees
  • Discounted qualifications, continuing professional development (CPD) and training
  • Clear learning pathways from early career through to senior roles
  • Streamlined administration and reporting recognition as a learning-focused, professional employer

Meaningful partnerships that shape learning and development  How it works

The PMI Development Partnerships programme is designed to be simple to implement, scalable across large workforces, and aligned to regulatory expectations.

  • Step 1: Partnership setup

    Your organisation appoints a senior responsible contact and agrees the scope of the partnership with PMI, including workforce size, learner groups and priority development pathways.

  • Step 2: Workforce onboarding

    Employees are onboarded through a streamlined employer-sponsored membership structure, removing individual barriers to participation, and ensuring consistent access to learning and professional standards.

  • Step 3: Learning and professional development

    Learners access discounted qualifications, CPD and tailored learning pathways aligned to their role and career stage, supporting competence, confidence and progression across the organisation.

  • Step 4: Oversight, reporting and continuous improvement

    The PMI provides structured reporting and engagement insights, enabling organisations to evidence investment in skills, demonstrate commitment to professional standards, and continuously strengthen capability over time.

  • Benefits for employers

    • Demonstrates commitment to professional standards and regulatory expectations
    • Builds consistent capability across teams and geographies
    • Improves engagement, retention and career visibility for employees
    • Replaces fragmented individual memberships with a scalable, cost-effective model

  • Benefits for learners

    • Barrier-free access to professional development
    • Clear progression routes through PMI membership grades
    • Ongoing access to learning, CPD and professional networks
    • Confidence in recognised standards and career pathways
This exciting initiative is about working with corporations more effectively to raise standards in a more efficient way. We’re helping employers explore how they can support their people, while also listening carefully to what they need from their professional body.
Varsha Gicas, Chief Customer Officer, PMI Chief Customer Officer, PMI
Education is the foundation of excellence in pensions administration, and we are committed to empowering pension professionals and collaborating with industry leaders to drive innovation and improve retirement experiences. Our partnership with the PMI reflects our commitment to continuous learning and equipping professionals with recognised skills and standards. We are committed to driving higher standards across the pensions administration sector, and will continue to collaborate with the PMI to deliver excellence and improve outcomes for all.
Malcolm Reynolds, UK President, Aptia UK President, Aptia
The PMI plays a vital role in raising standards across our profession, so we’re proud to be a founding Development Partner in this initiative. At Barnett Waddingham we’ve always believed that long-term investment in people, skills and qualifications is essential to delivering the best outcomes for pension schemes and their members. We look forward to working with the PMI and other partners to strengthen professional development right across the sector.
Nick Walker, Pension Administration Principal at Barnett Waddingham  Pension Administration Principal at Barnett Waddingham 
Over the last year we’ve been re-professionalising learning for our colleagues, with a clear focus on pensions, so colleagues feel supported, educated and proud of the profession they’re part of. This partnership opens the door to the PMI’s respected and recognised pathways for every single one of our administrators and technology experts. It will allow our people to see a career, not just a job, and will give clients confidence that we’re investing in the right skills to deliver consistently excellent service.  
Duncan Watson, CEO, Equiniti Retirement Solutions  CEO, Equiniti Retirement Solutions 
We’re proud to be one of the first organisations to join the PMI’s Development Partnerships programme. This collaboration reflects our commitment to equipping local government pension professionals with the skills and knowledge they need to deliver the best possible outcomes for LGPS scheme members.
Lisa Clarkson, Senior LGPS Training and Development Adviser, Local Government Association Senior LGPS Training and Development Adviser, Local Government Association
This partnership with the Pensions Management Institute marks an important step for West Midlands Pension Fund. We have invested in professional development for many years, and formalising our relationship through the Development Partnership reinforces our commitment to technical excellence, strong governance and building capability across our teams.  
It also strengthens the pathway for new talent entering the pensions industry, helping to ensure we continue to deliver high standards for our members and employers.
Amy Regler, Deputy Director of Pension Operations at West Midlands Pension Fund Deputy Director of Pension Operations at West Midlands Pension Fund
“We believe that investing in our people is fundamental to delivering the best possible outcomes for our members. Teaming up with PMI is a natural next step in our journey to further strengthening professional standards across our fast-growing organisation."
Angela Staral, Chief Operations Officer Chief Operations Officer
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Get in touch  Become a PMI Development Partner

Join the PMI Development Partnerships programme and help shape the future of pensions professionalism. If you’d like to enquire or learn more, please contact us.

Contact us

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 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.  

The PMI also issues regular press releases, blogs and articles as well as posts on LinkedIn and X. You can find all our media content at [link to media hub].  

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? 

  1. Log in to your My PMI account.  

  1. Use the ‘Add CPD’ button on your homepage.  

  1. For your full CPD history, click ‘My Membership’ from the left-hand menu. 

What networking opportunities are available? 

  • Mentoring and Development programme 

  • In-person events 

  • Regional events 

  • 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.
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