Trustee Group (Board Members)

PMI Crest

Trustee Group Board membership is open to groups of trustees joining from the same board and offers discounted rates from individual membership. Trustee Group Board members enjoy additional benefits including discounted membership rates and access to group training.  

The applications are open for Trustee Board scheme responsible persons. Please complete the form below for all the board members of your trustee scheme.


Eligibility and requirements


Trustee Group Board Scheme membership is open to groups of trustees joining from the same board. The entire board must join to take advantage of Trustee Group Board Scheme member benefits.

Membership period


PMI Trustee Group Membership runs from 1 January to 31 December.


Wallet Membership

£115 via Trustee Board scheme responsible person


Any questions?

Get in touch with our team or +44 (0) 20 7247 1452

Contact now

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

Obtaining the PMI’s Certificate of CPD will allow the Boards to demonstrate more formally to the scheme members the training and development undertaken during the previous year, which is particularly helpful at a time when greater emphasis is being placed on good scheme governance.

Grant Lore Group Pensions Director at Thomas Miller & Co. Limited


Find out more

Documentation and downloads

Find out more

Trustee Group Board Scheme Application Form

Application form for a new trustee board (to be completed by a responsible person)

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.

CPD regulations

Criteria for Participation in the CPD Scheme by Members

Subscription Policy

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

Trustee Training Directory

This directory has been compiled to support trustees with their training requirements.

Trustee Group Brochure

Helping trustees succeed

Trustee Group CPD Scheme

PMI’s Trustee Group now offers a Continuing Professional Development (CPD) scheme for all Trustee Group members.

CPD Scheme Self Declaration form

Trustee Group Board Pension Scheme Declaration of Completion of CPD


Upcoming activities

Get involved

22 Apr
PMI Academy Revision Courses Autumn 2024

PMI Academy Revision Courses Autumn 2024

22 April 2024 | 10 September 2024

The revision courses are suitable for those who are actively studying for one of our qualifications....

Trustee Training Directory 2024
20 May 2024

Trustee Training Directory 2024

This trustee training directory has been compiled to support trustees with their training requirements.

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Mentoring and Development Programme

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.

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Student Essay Competition

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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