Learning

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PMI

Learning

Our commitment to conducting and delivering unparalleled qualifications and insights into pensions management helps us equip every professional with the right tools and knowledge to help them achieve pensions excellence.

Other
Aptitude Accreditation 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.

Level 2
Award in Pensions Essentials

The Award in Pensions Essentials (RQF) is a qualification designed to support and acknowledge the training and development of new pensions administrators or those who need an introduction to pensions, HR or Payroll.

Level 3
Award in Pension Trusteeship

The Award in Pension Trusteeship is a qualification for trustees, or those interested in trusteeship, based on the Pensions Regulator’s indicative syllabus. It provides formal recognition of a trustee’s knowledge and understanding (TKU) in line with the requirements of the Pensions Act 2004.

Level 3
Certificate in Pension Trusteeship

The Certificate in Pension Trusteeship will give those people wishing to become Professional Trustees the necessary qualification to prove their knowledge, and their application of this knowledge, in their role as a Professional Trustee.

Level 3
Certificate in Pensions Essentials

The Certificate in Pensions Essentials (RQF) is a qualification designed to support the training and development of pensions administrators and other pensions professionals as part of a career development path.

Level 3
Certificate in Pensions Administration

The Certificate in Pensions Administration (RQF) is suitable for pension scheme administrators working on DB or DC pension schemes. The qualification is designed to allow organisations and their pensions administrators to select and construct a competence-based qualification that reflects their normal working activities.

Level 4
Certificate in Pensions Calculations

The Certificate in Pensions Calculations (RQF) is a qualification for pensions administrators designed to demonstrate competence in the manual calculation of benefits of occupational pension schemes.

Level 4
Retirement Provision Certificate

The Retirement Provision Certificate is ideal for employees new to pensions, support staff and those professionals working in related fields. It provides a broad introduction to pensions and other related benefits in the UK.

Other
Certificate in DC Governance

This qualification aims to provide an understanding of the requirements and standards of governance relating to defined contribution workplace pension schemes.

Level 4
Certificate in Pension Scheme Member Guidance

This qualification is designed to meet the needs of pensions staff who regularly liaise with members selecting options from a pension scheme. This qualification 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. It covers various options and situations, including: joining, leaving, transferring, retirements, commutation, death, and divorce.

Other
Diploma in Employee Benefits and Retirement Savings

This qualification aims to provide holders with a comprehensive background to employee benefits and savings in the UK. It demonstrates that the holder has an in depth understanding of issues surrounding retirement provision. This will equip them for work in pensions and allied areas and can lead to further study in these areas or toward completion of the Advanced Diploma.

Diploma
Diploma in International Employee Benefits

The Diploma in International Employee Benefits provides a programme of education, study and examinations for all those involved with the complex area of international employee benefits. The qualification aim is to identify aspects of benefit provision which those involved in international employee benefits are most likely to encounter in dealing with expatriates, internationally mobile employees and local employees.

Level 4
Diploma in Pensions Administration

The Diploma in Pensions Administration is suitable for senior pension scheme administrators working on DB or DC pension schemes. The qualification is designed to allow organisations and their pensions administrators to select and construct a competence based qualification that reflects their normal working activities.

Diploma
Diploma in Retirement Provision

This qualification rewards and acknowledges the completion of core pension technical units that form part of the Advanced Diploma in Retirement Provision. This can be taken as a standalone qualification or as part of the Advanced Diploma

Other
Advanced Diploma in Retirement Provision

The aim of the Advanced Diploma is to provide the required professional knowledge, skills and understanding for an individual to undertake, after sufficient experience, a position as a pensions specialist within a self-administered scheme, a third party administrator, a life assurance company or the consulting and advisory services.

Diploma
Diploma in International Employee Benefits

The Diploma in International Employee Benefits provides a programme of education, study and examinations for all those involved with the complex area of international employee benefits. The qualification aim is to identify aspects of benefit provision which those involved in international employee benefits are most likely to encounter in dealing with expatriates, internationally mobile employees and local employees.

Diploma
Diploma in Retirement Provision

This qualification rewards and acknowledges the completion of core pension technical units that form part of the Advanced Diploma in Retirement Provision. This can be taken as a standalone qualification or as part of the Advanced Diploma

Level 2
Award in Pensions Essentials

The Award in Pensions Essentials (RQF) is a qualification designed to support and acknowledge the training and development of new pensions administrators or those who need an introduction to pensions, HR or Payroll.

Level 3
Award in Pension Trusteeship

The Award in Pension Trusteeship is a qualification for trustees, or those interested in trusteeship, based on the Pensions Regulator’s indicative syllabus. It provides formal recognition of a trustee’s knowledge and understanding (TKU) in line with the requirements of the Pensions Act 2004.

Level 3
Certificate in Pension Trusteeship

The Certificate in Pension Trusteeship will give those people wishing to become Professional Trustees the necessary qualification to prove their knowledge, and their application of this knowledge, in their role as a Professional Trustee.

Level 3
Certificate in Pensions Essentials

The Certificate in Pensions Essentials (RQF) is a qualification designed to support the training and development of pensions administrators and other pensions professionals as part of a career development path.

Level 3
Certificate in Pensions Administration

The Certificate in Pensions Administration (RQF) is suitable for pension scheme administrators working on DB or DC pension schemes. The qualification is designed to allow organisations and their pensions administrators to select and construct a competence-based qualification that reflects their normal working activities.

Level 4
Certificate in Pensions Calculations

The Certificate in Pensions Calculations (RQF) is a qualification for pensions administrators designed to demonstrate competence in the manual calculation of benefits of occupational pension schemes.

Level 4
Retirement Provision Certificate

The Retirement Provision Certificate is ideal for employees new to pensions, support staff and those professionals working in related fields. It provides a broad introduction to pensions and other related benefits in the UK.

Level 4
Certificate in Pension Scheme Member Guidance

This qualification is designed to meet the needs of pensions staff who regularly liaise with members selecting options from a pension scheme. This qualification 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. It covers various options and situations, including: joining, leaving, transferring, retirements, commutation, death, and divorce.

Level 4
Diploma in Pensions Administration

The Diploma in Pensions Administration is suitable for senior pension scheme administrators working on DB or DC pension schemes. The qualification is designed to allow organisations and their pensions administrators to select and construct a competence based qualification that reflects their normal working activities.

Other
Aptitude Accreditation 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.

Other
Certificate in DC Governance

This qualification aims to provide an understanding of the requirements and standards of governance relating to defined contribution workplace pension schemes.

Other
Diploma in Employee Benefits and Retirement Savings

This qualification aims to provide holders with a comprehensive background to employee benefits and savings in the UK. It demonstrates that the holder has an in depth understanding of issues surrounding retirement provision. This will equip them for work in pensions and allied areas and can lead to further study in these areas or toward completion of the Advanced Diploma.

Other
Advanced Diploma in Retirement Provision

The aim of the Advanced Diploma is to provide the required professional knowledge, skills and understanding for an individual to undertake, after sufficient experience, a position as a pensions specialist within a self-administered scheme, a third party administrator, a life assurance company or the consulting and advisory services.