PMI Crest


To manage occupational pension scheme trusts (both defined benefits and defined contribution) in accordance with the highest standards of probity and integrity. Other technical competences in this suite also apply to the work of a trustee. These standards therefore only reflect those aspects of a trustee’s work that are not covered elsewhere.



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.