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Candidates must complete all five units to gain the qualification and claim a final certificate, this qualification does not offer unit certificates.

2017 onwards version

This qualification has been revised and full details published in the Qualification Specification which can be found in the links at the bottom of this page. 

Pre 2017 version unit guidance notes

The units (listed below) detail the areas of knowledge that could to be included in the training session in order to prepare candidates for their 'End of Unit' written question and answer test. Training sessions can be formal or in formal, tutor led or online.

Assessment is in the form of written question and answer test which we recommend is carried out at the end of the training session. All questions are prepared in-house and should be sufficient to ensure the learning outcomes listed at the end of the Unit Guidance Notes can be satisfied.

The centre sets an appropriate time period for the test to be completed.

All tests are marked in-house and centres should ensure records maintained are to show completion of the unit.

Click on each of the units below to access each unit guidance note.

Pre 2017 version units

Introduction to UK Pensions

Disclosure Regulations & Whistle-blowing for Occupational Pension Schemes

Occupational Pension Scheme Design, Investment and Administration

Member Benefit Events and Rules for Defined Benefit Pension Schemes

Member Benefit Events and Rules for Defined Contribution Pension Schemes

Complaints and Appeals

The PMI is committed to providing fair and consistent examination, verification, approval and assessment processes.

Details of the PMI’s complaints and appeals policy for Centres and in-house assessment is available here. 




  1. Qualification Specification Award in Pensions Essentials

    2019 Qualification Specification Award in Pensions Essentials