Award in Pension Trusteeship

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This course is part of the following PMI Pathways...

The Award in Pension Trusteeship is a qualification for Trustees or those interested in Trusteeship, based on The Pensions Regulator’s indicative syllabus. It provides formal recognition of a Trustee’s knowledge and understanding (TKU) in line with the requirements of the Pensions Act 2004.

The APT is otherwise known as CPT unit 1.

From 2021, we will be holding 'Private Sittings of the APT (CPT unit 1) exams which will take place online only. If you would like to hold a 'private sitting' please contact James Cumine directly to enquire about availability. 

Private sittings can hold no less than 10 individuals and at least 4 weeks notice must be given so that we can try and hold the exam on your chosen date. 

Who is this course for?


Trustees or those interested in trusteeship.

The PMI APT is for those wishing to become an Accredited Trustee.

Learning support


We recommend learners work through the e-learning programme of The Trustee toolkit, which has been developed by The Pensions Regulator to meet their Trustee Knowledge and Understanding (TKU) requirements.

Reading list

We provide a list which contains several items which will be of assistance to those preparing for these examinations, download it from Useful Resources below.

PMI Members are entitled to a 15% discount for core reading list item Spotlight on Pensions which is written by a past PMI president, Kevin LeGrand, and which is available on the Perspective platform with its unrivalled functionality.

Assessment method


This trustee qualification is assessed by a 90 minute 60 question multiple choice exam paper.

The examination is marked as PASS or FAIL (and an indiction willl be given if you were within 5 marks of a PASS - S Grade. Or whether you failed by greater than 5 marks from the pass mark - T Grade). We, as with other awarding bodies, do not offer a breakdown of marks, or individual feedback on scores.

Study time


95 hours

The qualifications comprises a single compulsory unit.



Examination Entry (Non Student Member) £508

Please note: To sit this qualification you must be at least a Student member of the PMI, currently £178 (Until August 2025) . The student membership year normally runs from the 1 September to 31 August. You do not have to apply for a PMI membership separately as the applicable price would be added to you cart while registering for the exam.

New students can take advantage of up to 3 months complimentary student membership by enrolling today.

For former PMI members enrolling in this qualification an additional re-instatement fee of £35 will also be applied at the check out stage.

Active PMI Trustee Group members will receive complimentary student membership.

Please get in touch with membership to have this activated before enrolling onto the qualification.

Examination Entry (Current Student Member) £330

Re-Sit Fee (Current Student Member) £330

Re-Sit Fee (Non-Student Member) £508


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Applications for Autumn 2024 are now open.

Next online exam date - 25 September 2024

In order to sit this exam, you must ensure you adhere to the following:

  • Ensure you have access to a working webcam as you will be remotely invigilated
  • Ensure you have appropriate IT permission to download the Testreach exam app TestReach
  • Ensure you have read our policy here before making any bookings
  • Ensure you have read the Testreach documentation under 'useful resources'
  • Ensure you are using the learning from the Trustee toolkit here
  • Ensure you have a look at the study skills website here, for valuable study tips