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PMI Trustee Group


The PMI Trustee Group has a long and successful track record of supporting pension scheme trustees. Thousands of trustees have passed the trustee qualification, Award in Pension Trusteeship (or its predecessors) since it was introduced in 1993, or attended PMI Trustee Seminars.

New Professional Trustee Standards

New standards which all professional trustees will be expected to meet were published by the Professional Trustee Standards Working Group (PTSWG) on 26 February 2019.

The standards and an associated accreditation process are designed to improve and provide assurance about the quality of professional trustees, and discourage poor practices in the market.

Professional trustees will have to demonstrate they meet the standards, including fitness and propriety, governance skills, ongoing professional development and managing conflicts of interest. There are additional standards for professional trustees who chair or are the sole trustee on a board. 

Professional trustees play an important role in pensions and should have a greater level of expertise, knowledge and skills and meet a higher standard of care than other trustees.

To hold accreditation, professional trustees will have to pass an initial application and then, on an ongoing basis, confirm they remain fit and proper and complete relevant professional development.

Posted below are:

  • The new standards for accredited trustees
  • Accreditation requirements
  • A response to PTSWG’s consultation exercise on the original draft standards

Additional benefits for trustee boards

There are now additional benefits for entire trustee boards that join the PMI Trustee Group. This includes the ability to sign up for collective training to be recognised by the PMI and for trustee boards to be issued with a PMI Trustee Group Continuing Professional Development (CPD) Certificate as an independent verification. The scheme is designed to support trustees’ ongoing development, help raise governance and operational management standards and recognise the excellent training and development work carried out by the majority of trustee boards.

 “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

 "Since signing up to the PMI Trustee Group, the trustee board not only has access to technical material from a respected industry body, but more crucially, as Secretary to the Trustees I am now able to certify the trustees' CPD records."

Ian Armitage, Board Secretary to the Trustees, Blackwell's Pension Fund

To see all the benefits of PMI Trustee Group membership, please click here


Becoming a PMI Trustee Group Member

The 2019/20 subscription fee is £145 per individual member or £90 for each member of a whole trustee board. To apply please complete the application form and the payment form.

When to apply

PMI Trustee Group Membership runs from 1 January to 31 December – there are no pro rata rates but you can join at any time.
Please click on the relevant links for:

Code of Professional Conduct

By joining the PMI Trustee Group you become a PMI member and are required to adhere to our Code of Professional Conduct. Click here for further information.

Useful links


  1. Trustee Training Directory

    Trustee Training Directory

  2. PMI Trustee brochure

    Updated 2018 version of PMI Trustee brochure

  3. Membership Application Form

    Updated application form with new address

  4. Payment Form

    Download for payment options

  5. Trustee Group Board Signature Form

    Trustee Group Signature Form to be signed by the Responsible Person

  6. Standards for Accredited Trustees

    Standards for accredited trustees

  7. Accreditation requirements

    Accreditation requirements

  8. Response to PTSWG's consultation exercise

    Response to PTSWG's consultation exercise