Certificate in Pension Scheme Member Guidance

PMI Crest

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

This qualification is designed to meet the needs of pensions staff who regularly liaise with members selecting options from a pension scheme. This qualification is concerned with improving member outcomes and providing guidance on benefit options. As this guidance is in the area of non-regulated advice the qualification provides an overview of the distinction between regulated and non-regulated advice, the different types of pension scheme and the factors that need to be considered in making decisions in regard to benefits. It covers various options and situations, including: joining, leaving, transferring, retirements, commutation, death, and divorce.

Who is this course for?


Pensions staff who regularly liaise with members selecting options from a pension scheme

Assessment method


This qualification consists of a multi-choice test which assesses modules one to four – it is compulsory to pass this test. Modules five to eleven have case study type assignments for each module – it is compulsory to pass this part of the online programme. 

In order to attempt the oral assessment it is necessary to have completed the core module assignment and the application module case study assignments.



Qualification Package (Non-Member) £848

Please note: To sit this qualification you must be at least a Student member of the PMI, currently £178 (£75 from 1 April 2024 – 31 August 2024) . The student membership year runs from the 1 September to 31 August.

Qualification Package (Current Member) £670

Re-Sit Fee (Oral Assessment/Module 12 only) £190

Any questions?


pmiqualifications@pensions-pmi.org.uk or 02073927436

Contact now
We have temporarily suspended enrolment on to this course, whilst we update the learning material.
Please contact the team for further information here:  James Cumine