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PMI Level 4 Certificate in Pension Calculations

CPC is a qualification for pensions administrators and is designed to demonstrate competence in the manual calculation of benefits of occupational pension schemes.

Workplace Pensions Trailblazer Apprenticeship

This qualification can be used as part of the Workplace Pensions Trailblazer Apprenticeship. Amongst the many benefits of the apprenticeship is the opportunity to access Government funding to cover the cost of the qualifications and any associated training.  Further details on the apprenticeship can be found here.

Employers/training providers wishing to use this qualification as part of the apprenticeship should use the apprenticeship specific registration/entry forms. To obtain copies please contact; qualifications@pensions-pmi.org.uk

Qualification content

The qualification is made up of seven separate units which must all be completed to achieve the qualification.


All of the CPC units are assessed by open book case study examinations. The case studies are based on three fictitious pension schemes - two final salary schemes, one of which is contracted out and a money purchase scheme with the option to contract out. 

How often are the examinations?

The examinations are offered biannually in March and September.

Studying for the examinations

Early preparation and a planned study schedule for the examinations is essential. 

Registering to take the qualification

CPC can be taken in PMI Approved Centres

Alternatively individuals can take CPC on an independent basis

PMI Membership

When you apply to take this qualification, if you are not already an active PMI member, you will automatically become a VQ Student member of PMI. For further details click here.

On completion of CPC individuals can apply for certificate level of membership of PMI and have the designatory initials CertPMI after their name. For further details click here.

Click here to download a Guide for CPC Candidates.

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

To discuss the qualification further contact qualifications@pensions-pmi.org.uk  or on 020 7392 7400.


  1. Qualification Specification Certificate in Pension Calculations

    Further details on the qualification and the constituent units.

  2. Qualification Fees 2019

    A summary of qualification fees for 2019.