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PMI

Fellowship

Fellowship of the PMI is a high accolade and our Fellows are well respected in the industry. Fellowship membership is open to those with five years continuous Associate membership of the PMI, five years continuous recorded CPD with the PMI and proven contribution and achievement in the pensions industry. Fellows are entitled to use the designatory initials FPMI.

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Existing members: please ensure your details are up to date on your My PMI member portal.

Eligibility and requirements

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Fellowship membership is open to those with: 

  • five years continuous Associate membership of the PMI 
  • five years continuous CPD recorded with the PMI  
  • contribution and achievement in the pensions industry  

Contribution and achievement in the wider pensions and retirement savings industry can be achieved through work with with PMI or elsewhere and some examples are shown below. The list is not exhaustive but is intended as a guide on what is necessary to achieve a successful application for Fellowship.

Working with the PMI – examples of this could be:

  • take an active role in the PMI Study Support Partner scheme
  • provide support to the PMI in terms of examination setting or marking
  • mentoring Student Members for PMI examinations for a minimum period of two years
  • presenting and/or leading discussions at PMI events
  • contributing articles for Pensions Aspects
  • contributing to PMI responses to government initiatives

Working for the Pensions Industry – examples of this could be:

  • publication of a portfolio of work
  • presenting at non-PMI public events on key issues relating to the pensions industry. A summary of the key themes of the event, the main points of the presentation and professional standing of the audience (e.g. 'audience consisted of members of CII, CISI, PMI up to Fellowship level') must be provided
  • leadership of online forums on subjects relating to pensions and retirement benefits
  • making significant contributions to responses on government policy initiatives
  • working as a voluntary adviser on pensions and retirement savings (e.g. TPAS adviser)

Fellowship applications must be verified by a current Fellow of the PMI. The sponsoring Fellow must confirm that the applicant’s contribution to the pensions industry is consistent with the requirements and of a suitable standard for a prospective Fellow of the PMI.

Fellows of the PMI are required to undertake 25 hours of annual continuing professional development (CPD). 

All members of the PMI are required to adhere to our Code of Professional Conduct.

Membership period

Calendar

The Fellowship membership year runs from 1 September to 31 August. 

Member benefits

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Members can enjoy a range of benefits allowing you to keep on top of your professional development.

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Fees

Wallet Membership

Subscription fee £450

Subscription fee for retired/non-working £75

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Any questions?

Get in touch with our team

membership@pensions-pmi.org.uk or 020 7392 7410

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FAQs

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Upcoming activities

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Events
19 Oct
A fresh outlook – how to achieve better retirement outcomes

A fresh outlook – how to achieve better retirement outcomes

19 October 2021 | 09:30 – 10:30

New research from WEALTH at work has uncovered the varying impact the pandemic has had on retirement...

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News
Governance – what can we learn from Master Trusts?
08 October 2021

Governance – what can we learn from Master Trusts?

Since the modern day Master Trust was first established in 2012, they have become a phenomenon and are now amongst the most popular form of Defined Contribution (DC) Pensions Savings. One of the key factors to their success has been the governance structure underpinning them. From The Pension Regulator’s authorisation and supervision regime, to the efficient operation of the Board, Master Trusts have proved that strong governance does lead to better outcomes. This article explores the key learnings from Master Trusts and whether these principles can be applied to other pension schemes.

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Content
Mentoring and Development Programme
MEMBER STORY

Mentoring and Development Programme

The PMI Mentoring and Development Programme, sponsored by The People’s Pension, is delivered in conjunction with the Institute of Leadership & Management.

Mentoring and Development Programme
Student Essay Competition
MEMBER STORY

Student Essay Competition

Open to Student Members, Affiliate Members studying for a PMI qualification, or anyone registered to sit one of PMI's qualifications Will give one winner the chance to win £1000, while two runners up will each win £250.

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Documentation and downloads

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Code of professional conduct

Membership of the Institute is a privilege and the disciplines and standards of behaviour expected of Members must uphold the reputation of the profession and the Institute.

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Subscription Policy

Please ensure you read the Subscription Policy as it sets out the terms for your membership with us

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CPD regulations

Criteria for Participation in the CPD Scheme by Members

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CPD Self Declaration form

You can complete your annual CPD declaration either by logging into MY PMI member portal or by completing and returning the form available.

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