PMI Crest

Leadership and Management

To develop, manage and lead highly motivated and skilled teams whilst simultaneously adapting to often fast-changing organisational priorities in a dynamic environment. To develop individual performance to link with the overall strategy of an organisation and to use different approaches to management and models of team-working to maximise efficiency.

This functional area comprises the following technical competences:

  • People management
  • Change management

People management


Change management


Functional areas


The role of the pension profession

  • Sector Knowledge
  • Information and Knowledge Management
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Strategy & policy development

  • Pensions Strategy
  • Pensions Policy
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Leadership and management

  • People Management
  • Change Management
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Operational management

  • Product and Service innovation
  • Managing Product and Service delivery
  • Benefit Calculation and Delivery
  • Regulated Retirement Advice
  • Investment Portfolio Management
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Quality & client relationship management (CRM)

  • Governance and Compliance
  • Risk Management
  • Corporate Social Responsibility
  • Ethics
  • Sustainability in Pensions
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Compliance, Ethics & Environmental, Social and Governance (ESG)

  • Quality Management
  • Client Relationship Management (CRM)
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  • Trusteeship
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What are technical competences?

What are technical competences?

The technical competences have been developed in consultation with the industry to reflect the needs and requirements of the profession.

This document sets out the standards; explains how they can be used and by whom and directs readers to sources of information, learning materials and qualifications.