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PMI

Trustee Group (Individual)

Pension scheme trustees play a vital role in ensuring good outcomes for members. Holding Trustee Group membership demonstrates a commitment to improving trustee knowledge and understanding (TKU) and offers a wide range of resources to help trustees meet scheme governance requirements and maintain high standards.  

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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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Trustee Group membership is open to individual pension scheme trustees or those interested in trusteeship. Trustee Group membership is offered free to those undertaking the Award in Pension Trusteeship (APT), Certificate in Pension Trusteeship (CPT) Unit 1 or Certificate in Pension Trusteeship Unit 2 until the end of the calendar year in which they apply.  

Membership period

Calendar

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

Member benefits

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Trustee Group members receive a range of member benefits, including free attendance at our annual Trustee Workbench conference and trustee roundtables.

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Fees

Wallet Membership

Subscription fee £145

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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
14 Jul
Trustee Fortnight

Trustee Fortnight

14 July 2020 | 28 July 2020

Trustee fortnight is an online series specifically designed for our Trustee Group Members including...

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News
Introducing: RetirementMatters – financial education that bridges the gap to retirement
03 July 2020

Introducing: RetirementMatters – financial education that bridges the gap to retirement

The PMI is delighted to announce the launch of a new retirement focused financial education service to help emplees and pension scheme members understand how to make the most of their lifetime savings and benefits. This unique educational programme is supported by WEALTH at work, a specialist provider of financial education and guidance in the workplace.

Join Gareth Tancred, Chief Executive, PMI and Jonathan Watts-Lay, Director, WEALTH at work to find out how RetirementMatters can help you strengthen your financial future.

 

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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.

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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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Trustee Group CPD Scheme

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

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