How to earn your CPD hours 

Attend PMI conferences at a discounted member prices

PensTech and Admin Summit 2024 conference | 25 September, Online 

Explore the latest advancements in pension administration technology and tackle the industry’s most pressing challenges with leading experts. 

PMI End Game Solutions Conference 2024 

29 October | A&O Shearman, London 

An event tailored for smaller DB schemes, where trustees and CFOs can gain essential insights, expert advice, and practical strategies on long-term planning, consolidation, and risk management. Network with industry leaders and equip yourself with the tools to confidently navigate the end game of your DB pension scheme. 

Trustee Workbench 2024 

12 November | Schroders Solutions, London 

Trustee Workbench 2024 - The Pensions Management Institute (pensions-pmi.org.uk) 

Dive into the latest regulatory updates, governance strategies, and investment trends, while networking with fellow trustees and gaining invaluable insights for your role. 

ESG Investment Forum 2024 

4 December | Mayer Brown LLP, London 

ESG and Investment Forum 2024 - The Pensions Management Institute (pensions-pmi.org.uk) 

Join the PMI's Annual ESG & Investment Forum to explore cutting-edge sustainability and impact investment trends, hear from experts on climate challenges, and network with leaders driving growth in ESG within the pensions industry. 

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

Other ways to earn 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. 

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