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Pensions education and training

18 October 2024

How to earn CPD hours

Continual Professional Development (CPD) keeps you current with industry changes, evolving regulations, and best practices, enabling you to provide accurate, compliant advice. It reinforces your commitment to high standards, enhances skills and knowledge, and upholds professional integrity. Regular CPD also boosts your credibility with clients and employers, showing your dedication to lifelong learning and maintaining competency in a complex, evolving field.

How to gain your CPD hours 

Attend PMI conferences at discounted member price

You can claim up to 7 CPD hours for all full day PMI conferences. 

Discover PMI events

 

Other ways to acquire CPD hours

1. Examination setting and marking 

If you’re involved in setting, marking, or assessing pensions-specific or business-related exams, including PMI qualifications, you can earn CPD hours for this work.  

Maximum: 15 hours CPD per year. 

2. Delivering courses and leading workshops 

 Lead presentations, workshops, seminars, or webinars on relevant topics. While commercial courses aren't eligible, research you conduct for these events can be counted. You can join the Fellowship network for opportunities to deliver courses.  

15 CPD hours maximum per year.   

3. Further education

Participate in training courses or learning programmes aimed at post-graduate or equivalent qualifications, including online options.  

15 CPD hours maximum per year.   

4. Committee participation and think tanks

Get involved in committees or think tanks within PMI or other recognised pensions or financial services bodies. Your role here counts towards your CPD hours.  

15 CPD hours maximum per year.   

5. Publishing articles

Write articles, manuals, or reports on relevant subjects for PMI members or other recognised bodies. This can be in print or online. You can submit your article ideas for our magazine Pensions Aspects through this form

Maximum 15 CPD hours per article per year. 

6. Formal learning

Engage in formal learning that leads to academic or professional qualifications, beyond short online courses. 

Maximum 10 CPD hours per year. 

7. Mentoring

Provide coaching or guidance to trainees and students as part of an ongoing role. Routine induction activities don’t count.  

Maximum 10 CPD hours per year. 

8. Attending regional group meetings

Attend regional group meetings of recognised pensions or financial services bodies to earn CPD hours. Check out PMI regional groups.  

Maximum 10 CPD hours per year.

9. Additional management and professional training

Complete short-duration courses or training programmes, including webinars, that may not carry formal qualifications but involve assessments.  

Maximum 10 hours CPD per year. 

10. Consuming educational content

Watch PMI TV, read articles, or engage in informal training and research on relevant subjects to earn CPD hours.  

The maximum is 10 hours CPD per year for all activities. 

11. Online training materials

Participate in web-based learning and short courses focused on pensions, investment, or employee benefits, even if they don’t include formal assessments.  

The maximum is 10 hours CPD per year for all activities. 

12. Voluntary work

Engage in voluntary support related to pensions, including coaching or guidance, typically as part of an ongoing role.  

The maximum is 7 hours CPD per year. 

Take advantage of these opportunities to earn your CPD hours and enhance your professional development. With these options, you can easily meet your goal and continue advancing in your career. 

CPD Guide and CPD Declaration Form

Please ensure you read our CPD Guide to familiarise yourself with all the details.

You can find the CPD declaration form here.

If you have any questions or need support, get in touch with our membership team. 

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