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PMI
Award in Pension Trusteeship
Level 3 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.

The APT is otherwise known as CPT unit 1.

From 2021, we will be holding 'Private Sittings of the APT (CPT unit 1) exams which will take place online only. If you would like to hold a 'private sitting' please contact James Cumine or Vanessa Jackson directly to enquire about availability. 

Private sittings can hold no less than 10 individuals and at least 4 weeks notice must be given so that we can try and hold the exam on your chosen date. 

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Next online exam date: 24 March 2021 | Applications are now closed

Please find our refund policy here

Who is this course for?

Audience

Trustees or those interested in trusteeship.

Learning support

Support

We recommend learners work through the e-learning programme of The Trustee toolkit, which has been developed by The Pensions Regulator to meet their Trustee Knowledge and Understanding (TKU) requirements.

Reading list

We provide a list which contains several items which will be of assistance to those preparing for these examinations, download it from Useful Resources below.

PMI Members are entitled to a 15% discount for core reading list item Spotlight on Pensions which is written by a past PMI president, Kevin LeGrand, and which is available on the Perspective platform with its unrivalled functionality.

Assessment method

Note

This qualification is assessed by a 90 minute 60 question multiple choice exam paper.

The examination is marked as PASS or FAIL (and an indiction willl be given if you were within 5 marks of a PASS). We, as with other awarding bodies, do not offer a breakdown of marks, or individual feedback on scores.

Study time

Calendar

60 hours

The qualification comprises a single compulsory unit.

Cost

Wallet

Entry fee £300

Re-Sit fee £300

Please note: To sit this qualification, you will receive free Trustee membership for the current membership year. Trustee membership is renewed yearly on 1 January. If you enrol in November, the membership will be renewed for free on 1 January.

FAQs

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