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Certificate in Pension Trusteeship
Level 3 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.

From 2021, we will be holding 'Private Sittings of the CPT unit 2 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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CPT unit 2 exam information

Next exam date: 29 January 2021 | Application deadline: 15 January 2021

Please APPLY here

CPT unit 1 exam information

Next exam date: 26 January 2021 | Application deadline: 12 January 2021

Please APPLY here

Please ensure you read the FAQ section BEFORE making a booking to ensure you have the compatible software to take this exam online. 

Who is this course for?

Audience

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.

Assessment method

Note

The qualification will be assessed by:

  • Unit 1 - Professional Trusteeship - a multiple-choice exam of 60 questions, lasting 90 minutes, and;
  • Unit 2 - Soft Skills - a multiple-choice exam of 60 questions, lasting 90 minutes.

These two units are 'stand alone' and can be taken independently of each other.

It is noted that 'Soft Skills' will not always give a definitive single correct answer.  It is for this purpose (as you will see in the sample questions), that, in some cases, there may be more than one correct answer, and it is only fair through assessment, that we recognise that.  

Those learners already holding the Award In Pension Trusteeship (APT), or its equivalent, will be exempt from sitting Unit 1, and any of those previously passed qualifications will count towards the final certificate as having completed Unit 1 through Recognition of Prior Learning (RPL).

You will automatically be issued with a Unit Credit Certificate for either or both Units of this qualification.

Cost

Wallet

Unit 1 – APT exam - Pensions Trusteeship £300

Unit 2 – Soft Skills £300

Re-Sit fee (per unit) £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.

Any questions?

CONTACT OUR TEAM

jcumine@pensions-pmi.org.uk or 020 7392 7400

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FAQs

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