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PMI Level 3 Award in Pension Trusteeship (Defined Contribution and Defined Benefit Schemes)



The Awards in Pension Trusteeship (APT) is 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.

What does the syllabus cover?

The syllabus can be found here in the Qualification Speciciation.


Examiner report

Click on this link to view the APT examiners report from Autum (September 2019)


How is it assessed?

The qualification is assessed by a 90 minute examination in the form of a 60 question multiple choice exam paper, designed to test knowledge right across the syllabus.

The examination is marked as PASS or FAil (and an indiction willl be given if you were within 5 marks of a PASS).  We, as with other awarding bodies, do not offer a breakdown of marks, or individual feedback on scores.

Where and when are examinations held?

Public Examination Sittings

There are two public examinations per year; March and September. Public examinations will be at exam venues in the following locations:

Edinburgh (September only)
Glasgow (March only)

Private Examination Sittings

It is possible to arrange a private examination sitting.

Before taking the qualification

Those planning to enter for the examinations are recommended to work through the e-learning programme at The Trustee toolkit, which has been developed by The Pensions Regulator to meet their Trustee Knowledge and Understanding (TKU) requirements.

PMI Trustee Group Membership

Any person undertaking the APT examinations receives free Trustee Group membership until the end of the calendar year in which they apply.

This means that you will qualify to receive PMI News, Pensions Age and PMI Technical News.  As a member of the PMI Trustee Group you will be able to attend some specific PMI Trustee events free of charge.

Customer service

The PMI is committed to providing a customer focused and professional service to all its approved assessment centres, students and candidates taking any of our qualifications.  Please click on the attached links for details of all of our commitments to you.

Customer Service Statement

Equal Opportunities Statement

Further information

Contact the MCQ Coordinator James Cumine at JCumine@pensions-pmi.org.uk or on 020 7392 7400.

We will shortly be introducing a new qualification, the Certificate in Pension Trusteeship, and the Syllabus can be found here.


  1. Award in Pension Trusteeship Qualification Specification

    Further details on the qualification including a full syllabus outline.

  2. Qualification Fees 2020

    A summary of qualification fees for 2020.