PMI Crest
PMI
Certificate in Pension Scheme Member Guidance
Level 4 Level 4

Certificate in Pension Scheme Member Guidance

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.

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This qualification is offered all year round, as there are no set dates. Applications will open shortly.

Who is this course for?

Audience

Pensions staff who regularly liaise with members selecting options from a pension scheme

Assessment method

Note

This qualification consists of a multi-choice test which assesses modules one to four – it is compulsory to pass this test. Modules five to eleven have case study type assignments for each module – it is compulsory to pass this part of the online programme. 

In order to attempt the oral assessment it is necessary to have completed the core module assignment and the application module case study assignments.

Cost

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Qualification Package (Non-Member) £750

Please note: To sit this qualification you must be at least an Affiliate student member of the PMI, currently £80.

Qualification Package (Current Member) £670

Re-Sit Fee £190

FAQs

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