Certificate in Pension Trusteeship - The Pensions Management Institute

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

Trusteeship

The Certificate in Pension Trusteeship will give those wishing to become Accredited Trustees the necessary qualification to prove their knowledge and their application of this knowledge, in their role as an Accredited Trustee.

From 2021, we will be holding private sittings of the CPT unit 2 exams which will take place online. If you would like to hold a private sitting please contact James Cumine or Vanessa Jackson 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?

Certificate in Pension Trusteeship (CPT qualification) will give those people wishing to become Accredited Trustees the necessary qualification to prove their knowledge, and their application of this knowledge, in their role as a Accredited Trustee.

Assessment method

The qualification will be assessed by:

Unit 1 - Professional Trusteeship: a multiple-choice exam of 60 questions, lasting 90 minutes, and;
Unit 2 - Soft Skills: a multiple-choice exam of 60 questions, lasting 90 minutes.

These two units are 'stand alone' and can be taken independently of each other.

It is noted that 'Soft Skills' will not always give a definitive single correct answer. It is for this purpose (as you will see in the sample questions), that, in some cases, there may be more than one correct answer, and it is only fair through assessment, that we recognise that. However, please note that only one correct answer needs to be selected to achieve full marks for the particular question, even if there are two correct answers within the question.

Those learners already holding the Award In Pension Trusteeship (APT), or its equivalent, will be exempt from sitting Unit 1, and any of those previously passed qualifications will count towards the final certificate as having completed Unit 1 through Recognition of Prior Learning (RPL).

You will automatically be issued with a Unit Credit Certificate for either or both Units of this qualification.

Cost

Please note: To sit this qualification you must be at least a Student member of the PMI, currently £178 (£90 from 1 April 2024 – 31 August 2024) . The student membership year runs from the 1 September to 31 August.

All 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.

Qualification per unit *This qualification consists of 2 units (non-members ) £330 for the Unit 2 'Soft Skills' unit/£330 for the APT/Unit 1 + £178 (mandatory Student Membership) = £508 for each unit

Resit Fee per unit *This qualification consists of 2 units (Current Student Member) £330 (per unit)

Final Certificate in Pension Trusteeship certificate = £85

Any questions?

GET IN TOUCH WITH OUR TEAM

pmiqualifications@pensions-pmi.org.uk or 02073927436

Contact now

Useful resources

Next online exam date: We will confirm a new date in due course

Please note: we do have a maximum capacity limit for this sitting. Please ensure you book on ASAP if you would like to secure a guaranteed slot on this exam.

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 relevant learning material provided to you on the CPT webpage
Ensure you have a look at the study skills website here, for valuable study tips