Founded to raise standards and support career development in retirement provision, the PMI offers continuous guidance and opportunities at all career stages.
With PMI membership, you’ll grow personally and professionally. Whether you’re starting out or already established, the PMI gives you the tools, resources and connections to succeed in the workplace pensions industry.
Affiliate membership is open to everyone interested in workplace pensions, and offers an easy way to stay informed and develop skills.
For people starting their career in the pension industry. Advance your skills and career with qualifications.
Open to those who have completed a full qualification or 5 ADRP units from any of the 5 Pathways.
Requires two years as a ProfPMI, Pathway qualifications or ADRP, three years in pensions, and CPD commitment.
Fellow membership requires ADRP or a Pathway, 5 years as an Associate, 5 years’ CPD, and notable industry contributions.
This membership is designed for organisations supporting pension schemes, helping them strengthen their market presence, build industry partnerships, and empower employees through training, development and exclusive corporate benefits.
Upgrading your PMI membership is the next step in your professional journey. Once you’ve passed PMI qualifications, you can elevate your member grade to reflect your knowledge, skills and experience. This upgrade demonstrates your commitment to excellence, and positions you as a key decision-maker in the pensions industry.
Open to those who have completed a full qualification or five ADRP units from any of the five Pathways.
Requires two years as a ProfPMI, Pathway qualifications or ADRP, three years in pensions, and CPD commitment.
Fellow membership requires ADRP or a Pathway, five years as an Associate, five years’ CPD, and notable industry contributions.
Who can benefit from becoming a member of the PMI?
PMI membership is open to anyone working in or supporting the pensions and retirement savings industry — from administrators and trustees to consultants, HR professionals, and finance specialists. Members gain access to expert insight, continuing professional development, and a recognised mark of professionalism.
What are the benefits of PMI membership?
Members enjoy:
Access to exclusive resources and insights
CPD tracking and support
Free training and events
Networking opportunities
Professional recognition
And much more!
How do I become a member?
Individuals and organisations can apply on our website or contact us here membership@pensions-pmi.org.uk and our trusted team will get back to you. Individual membership levels vary based on your experience and qualifications, but we have a level for everyone. In many cases, your employer may also be able to support your membership or enrol you directly. Check with your HR or Learning and Development team to see if this option is available to you. Organisations can also benefit from our corporate membership.
What types of membership are available?
We offer entry level membership:
Student Membership
Affiliate Membership
As well as senior membership available for upgrade:
Associate Membership
Fellow Membership
Membership by Experience
Retired Membership
For organisations, we also offer corporate memberships.
Can students or early-career professionals join?
Yes! We actively support students and early-career professionals with tailored resources and development pathways.
How do I access my PMI member account?
You can log in via the PMI website (the top right button) using your registered email and password. If you’ve forgotten your login details, use the password reset link or contact our team at membership@pensions-pmi.org.uk
How do I update my contact or employment details?
Log in to your member portal and navigate to your profile settings to update your information.
Why should I upgrade my membership?
Upgrading your PMI membership gives you access to enhanced professional resources, recognition through designatory letters, and opportunities to contribute to the pensions industry. It also opens doors to exclusive events, mentoring roles and networking with senior professionals.
Can I upgrade my membership level?
Yes. If you’ve gained new qualifications or experience, you may be eligible to upgrade. Contact the Membership team for guidance.
How much is it to upgrade my membership?
Membership upgrade fees vary depending on the level. Associate membership is £420 annually, Fellowship is £499, and Membership by Experience is £644. A one-time election fee of £150 may apply for new or reinstating members.
Why should I become a Fellow?
Becoming a Fellow (FPMI) is a mark of senior professional achievement. It offers greater recognition, access to exclusive PMI events and publications, and the chance to mentor others. Fellows also benefit from leadership opportunities, enhanced career visibility, and are eligible for roles on the PMI Board and voting rights in the Annual General Meeting (AGM).
Learn more here.
What happens if I let my membership lapse?
You may lose access to member benefits, including CPD tracking and discounts. You can reinstate your membership by contacting us at membership@pensions-pmi.org.uk
What if my Certificate or Diploma membership lapsed?
If you were a lapsed Certificate or Diploma member, you have also been migrated to the new Professional Membership. You can reinstate your PMI membership to take advantage of enhanced member benefits. Reach out to us to discuss reinstatement.
Do I need to retake qualifications to progress towards Associateship?
If you wish to progress towards Associateship, you must retake any qualifications or units completed before 2016. Only qualifications and unit exams taken in 2016 or later will count towards Associateship.
How do I pay my PMI membership or exam fees?
You can pay your fees online through your MyPMI portal, or via bank transfer (BACS). For more information please contact us here.
Can I pay by cheque?
No, the PMI no longer accepts cheque payments for membership subscriptions, renewals, or qualifications.
How do I pay by bank transfer (BACS)?
You can make payment directly to the PMI bank account. When doing so, you must include your surname, PMI member number, or invoice number as the reference so your payment can be matched correctly.
Can my employer be invoiced for my exam or membership fees?
Yes. When registering for exams, you can set your company as the preferred billing address, allowing invoices to be issued to your employer through your MyPMI portal.
Where can I find my invoice?
Invoices and transactions can be accessed through your MyPMI account. You can also view and download invoice PDFs from the system once your booking or payment has been processed.
How do I pay an outstanding invoice?
Log in to your MyPMI portal, go to the My Finance section, and select the relevant open invoice to complete payment.
When are membership fees due?
Membership subscriptions are due annually, with set renewal dates depending on your membership type (for example, 1 September for Students and Fellows, or 1 January for Trustee individuals and boards and Affiliate members).
Are membership fees prorated if I join partway through the year?
No. Membership fees are not prorated and are payable in full regardless of when you join.
What happens if I don’t pay my fees on time?
Late payment charges may apply, and if payment is not received by the final deadline, your membership may be lapsed or terminated.
Can I get a refund on payments made?
Membership fees are generally non-refundable and non-transferable. Refunds are only considered in exceptional circumstances.
Is there a fee when I first join the PMI?
Yes. New or reinstating members may need to pay a membership fee dependant on the membership grade.
Who should I contact if I have a payment or invoice query?
You can contact the PMI Membership or Accounts team, who can assist with invoices, payments, and account queries.
How can I cancel my PMI membership?
If you wish to cancel your PMI membership, please contact our Membership team who will be able to assist you with the process.