Oral assessment
The oral assessment is conducted over a telephone conversation between candidate and assessor. The conversation is of 15 minutes duration (approx.). The assessor poses as a pension scheme member seeking guidance. The topic of the oral assessment could range across the breadth of the syllabus. The interview is recorded for the purposes of moderation.
In order to attempt the oral assessment it is necessary to have completed the tests and assignments within the online learning programme.
Grades
There are two grades for this assessment (P) pass or (F) fail.
Publication of results
Results are sent to candidates as soon as they are available after the oral assessment. We will not communicate results to a candidate’s employer.
Special circumstances
Candidates who may require special arrangements for reasons of disability or similar should contact the PMI. Sufficient time should be allowed for such requests to be considered and for any arrangements to be made.
Member Guidance Instructions for Oral Assessment Candidates
Member Guidance March 2017 Assessment Report
Member Guidance June 2017 Assessment Report
Member Guidance October 2017 Assessment Report
Member Guidance January 2018 Assessment Report
Member Guidance April 2018 Assessment Report