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Diploma in Employee Benefits and Retirement Savings

This Diploma qualification is ideal for those working towads the Advanced Diploma and those working at the margins of pensions who need to understand pensions in the wider savings and employee benefits context.

The aim of this Diploma is to provide holders with a comprehensive background to employee benefits and savings in the UK. It demonstrates that the holder has an in depth understanding of issues surrounding retirement provision. This will equip them for work in pensions and allied areas and can lead to further study in these areas or toward completion of the Advanced Diploma.  It comprises units that are within the Advanced Diploma suite and can be counted towards that qualification.

The qualification consists of 3 units

  • Understanding Retirement Provision (UK)
  • Regulation of Retirement Provision
  • Reward and Retirement Provision

Further details can be found in the qualification specification.

How is it assessed?

Each unit of the qualification is assessed by examination.

Further details on assessment can be found in the Test Specification.

When and where are the examinations held?

The examinations are offered in April and October for the Core Units in the qualification.

The Reward and Retirement unit is offered every April.

PMI Membership

It is a compulsory requirement to be a member of the PMI to sit the examinations.  Candidates (who are not already PMI Members) must first become a student member. Candidates completing the Diploma are entitled to seek election as Diploma Members of PMI with the designatory initials DipPMI.

Advanced Diploma Syllabus Structure from April 2016 Examinations

The 100, 200 and 300 level syllabuses were last examined in October 2015. The Advanced Diploma changed for examinations beginning in April 2016.  These changes also impact Diploma level qualifications within the Advanced Diploma structure.

Revised study material will be available from September 2015. Full details can be found in the Advanced Diploma Consultation Response Document.  Further information will be made available on this website in due course.

An FAQ document has been produced that covers these issues and others and can be found here.

Frequently asked questions

Click here to view frequently asked questions.

Want to contribute to PMI qualifications?

The PMI relies on the contribution of individuals working in the industry. Without the involvement of these people it would be very difficult for our qualifications to be what they are.

If you would like to get involved visit Support for the Institute's Qualification Activities

If you know what you would like to get involved with visit Register Your Interest. Please return to qualifications@pensions-pmi.org.uk.

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 the Qualifications Team at qualifications@pensions-pmi.org.uk or on 020 7392 7420.


  1. Diploma in Employee Benefits and Retirement Savings Test Specification

    Diploma in Employee Benefits and Retirement Savings Test Specification

  2. Qualification Fees 2019

    A summary of qualification fees for 2019.

  3. Diploma in Employee Benefits and Retirement Savings Qualification Specification

    Further details, including syllabus outlines, about the qualification.

  4. Advanced Diploma Consultation Response 2015

    Advanced Diploma Consultation Response 2015. Including full details of the Advanced Diploma for examination from April 2016.