PMI Crest

Strategy and Policy Development

To develop a strategy and policies for the delivery of pensions that are aligned to the strategic objectives of an organisation. To be instrumental in controlling key aspects of an organisation’s policies and their impact on the external environment. To establish and implement policies that demonstrate what is expected of pensions professionals.

This functional area comprises the following technical competences:

  • Pensions Strategy
  • Pensions Policy

Pensions Strategy


Pensions Policy


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.