The qualification would assume that a person who was taking this examination had the necessary level of knowledge and understanding to complete the trustee Toolkit and the PMI APT. The syllabus is therefore derived from the APT syllabus and indicates where a candidate could be expected to demonstrate problem solving ability. They would also have to be able to demonstrate the necessary soft skills as evident at working in the sector in this position at that level, and it is advisable, but not compulsory, to have completed the Certificate in Pensions Trusteeship, but this would be dependent on career path.
The Diploma in Pension Trusteeship will test the approach to problem, judgement, balancing of competing interests, analysis, problem solving and prioritisation assessed by a 1 hour 30 minute examination.
The examination will be in the form of multiple choice questions and separated in to two sections:
Knowledge and understanding of the syllabus and Case Study (application)
The questions would be relevant to the following specialisms:
Large Defined Benefit Arrangement (including industry-wide schemes)
Small Defined Benefit Arrangement
Large Defined Contribution Arrangement (including master trusts)
Small Defined Contribution Arrangement
Independent Governance Committee
The Diploma in Pension Trusteeship is a single unit qualification that has four learning outcomes.
It is benchmarked at Level 5 on the Regulatory Qualification Framework (RQF). This is equivalent to a foundation degree, or a standard degree (without honours).
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