PMI Crest

The role of the pensions profession

To manage pensions-related knowledge to add value to an organisation by delivering its strategic objectives and operational requirements. To identify examples of best practice, assess emerging developments in business thinking and be able to present realistic plans for the introduction of new and innovative ways of working. To optimise operational effectiveness whilst ensuring compliance with key legislation and ensuring that the organisation responds and adapts to its changing needs.

This functional area comprises the following technical competences:

  • Sector knowledge
  • Information and Knowledge Management

Sector knowledge


Information and Knowledge 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.