PMI Crest
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.



Applications are now open for Spring 2021 exams. Exams are only taking place online.

Spring 2021 exam date: 24 March 2021

Application deadline: Monday 15 February 2021

There are two public examinations per year; March and September.

We do not offer revision courses for this qualification.

Who is this course for?


Trustees or those interested in trusteeship.

Learning 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


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


60 hours

The qualification comprises a single compulsory unit.



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.