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PMI Level 3 Certificate in Pension Trusteeship

The PMI Level 3 Certificate in Pension Trusteeship will give those people wishing to become Professional Trustees the necessary qualification to prove their knowledge, and their application of this knowledge, in their role as a Professional Trustee.


Learners must have obtained one of the following:

  • Three GCSE passes (at ‘C’ level standard). PMI will consider higher qualifications (A level) to be a sufficient entry standard.

  • A level 2 qualification, or above, as shown on the regulated qualifications framework of the United Kingdom or overseas qualifications, as judged by UK NARIC, to be equivalent in standard to a level 2 qualification in the UK (or higher). Such qualifications should contain a similar number of learning hours to that of the Level 3 Certificate in Pension Trusteeship. PMI will consider each application on a case by case basis.

    However, we would anticipate most learners would be working in the field and/or undertaking the role of trustee, and should a learner possess no such qualification, PMI will consider the employment status and history of a learner’s knowledge, in lieu of qualifications. In such cases, a signed reference letter from employers’ must accompany each application.

    All learners must also provide evidence of proficiency in the English LanguageIn this case it is:

  • IELTS 5.0 for the Design pathway (with a minimum of 4.5 in any one skill) or

  • B1 (or its equivalent)

What does the syllabus cover?

The syllabus can be found here.

How is it assessed?

The qualification will be assessed by:

Unit 1 - Professional Trusteeship - a multiple-choice exam of 60 questions, lasting 90 minutes, and;

Unit 2 - Soft Skillsa multiple-choice exam of 60 questions, lasting 90 minutes.


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

Those learners already holding the Award In Pension Trusteeship (APT), will be exempt from sitting Unit 1, and it will count towards the final certificate as having been completed.


Further information

Contact James Cumine (MCQ Coordinator) or on 020 7392 7400.