A total of 8 units must be completed by candidates in order to achieve the qualification.
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. The 8 units required to complete the qualification can include any of 10 work-based units or 4 examined units. Unit 1 of the work-based units is mandatory.
The Qualification Specification includes details of the transitional arrangements for those who have credits from the pre 2017 version of the qualification.
Pre 2017 version
Transitional arrangements (pre 2017 version)
If you have any completed units from other PMI qualifications it may be possible to transfer them to CPA as follows:
Mandatory units (pre 2017 version)
Candidates must select at least one of these units but they can take two or all three if they wish:
- Monitor Ongoing Entitlement to Pension Scheme Benefits
- Process Contributions for a Defined Contribution Scheme
- Process Pension Scheme Data for Periodic Events
Other units (pre 2017 verison)
Candidates can select any units from this section:
- Payment of Pension Scheme Benefits
- Create Pension Scheme Records for New Members
- Update Pension Scheme Member Records
- Process Applications for Pension Scheme Transfers Out
- Process Pension Scheme Retirement Benefits
- Process Applications for Pension Scheme Additional Voluntary Contributions (AVCs)
- Process Applications for Pension Scheme Early Leavers
- Prioritise and Organise own Pension Administration Activities
- Process Pension Scheme Death Benefits
- Process Pension Scheme Transfers In
- Calculate and Quote Pension Scheme Death Benefits for Members Without Special Circumstances
- Calculate and Quote Pension Scheme Leavers Benefits for Members Without Special Circumstances
- Calculate and Quote Pension Scheme Retirement Benefits for Members Without Special Circumstances
- Calculate and Quote Pension Scheme Transfers In and Transfers Out
Customer service units (pre 2017 version)
The units in this section are taken from the Council for Administration National Occupational Standards for Customer Service.
Candidates do not have to select any units from this section but if they do they can only select one.
- Follow the Rules to deliver customer service
- Demonstrate an understanding of the rules that impact on improvements in customer service
- Process information about customers
- Deal with incoming telephone calls from customers
- Make telephone calls to customers
- Deal with customers in writing or electronically
- Do your job in a customer-friendly way
- Deliver reliable customer service
- Use questioning techniques when delivering customer service
- Deal with customers using bespoke software
Click on the qualification structure for a complete overview.
Click on the guide for candidates for further clarification on this qualification.
Qualification Specification Certificate in Pensions Administration
2017 Qualification Specification CPA