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PMI Award in Pension Trusteeship training course

Who should attend

This intensive course is aimed at professional or experienced trustees and specifically those preparing for the PMI APT qualification. It assumes a good level of knowledge and is not suited to those who are new to pensions.


The Pensions Management Institute’s Award in Pension Trusteeship (PMI APT), also known as Unit 1 of the Level 3 Certificate in Pension Trusteeship, is a longstanding industry qualification. Anyone wanting to become accredited as a professional trustee via either the PMI or the Association of Professional Pension Trustees route must now pass the PMI APT exam. Accreditation is fast becoming the norm.

Our online training programme is designed to draw on our long experience of successfully helping trustees to prepare for the PMI APT qualification through face to face training sessions. It uses pre-recorded modules to cover the core elements of the syllabus and work through example questions. The programme also includes two live, interactive sessions hosted by trainers who have passed the exam, to cover examination technique and encourage Q&A discussion.

The programme is available to individual or small groups of trustees.

The next PMI APT exam is due to take place on 28 September 2022 - if you wish to sit this exam, you must apply to the PMI by 16:00 pm on 18 July 2022. Exams normally take place in March and September.

Why choose our programme?

  • a unique offering in the market, providing pre-reading, access to eight short recorded training modules, which should take around 30 minutes each to complete, and two live sessions of up to one hour. The live sessions are a welcome webinar on what to expect and exam technique, and a closing “clinic” to deal with final pre-examination queries from the recorded modules
  • led by experienced pension lawyers who have passed the PMI APT themselves
  • provides a mixture of self-paced learning and live group sessions
  • will give you the opportunity to ask questions of the presenters and share experience with other delegates
  • includes working through example questions
  • provides 6 hours of CPD


Day 1
09:30 am
Live welcome session (up to one hour)

Access to eight short recorded training modules

  • Pension framework
  • Tax
  • Benefits
  • Pensions Regulator
  • Disclosure
  • Funding and contributions
  • Investment
  • Accounting, governance and disputes
Day 7 09:30 am Live closing 'clinic' session (up to one hour)

Bespoke training option for trustee boards

We also offer bespoke PMI APT group training on an ad hoc basis. This is ideal for the whole or part of a trustee board and can be an excellent way to enhance group learning. This can be adapted to the needs of the particular trustees (for example, to include more live tuition) and organised at a time and at a pace to suit. If you would like to know more about this option, please contact us here.

Cost: £625

All prices are exclusive of VAT

Select a date

20/09/2022 - 27/09/2022
virtual online
09:30 - 10:30 (Local time)

Forthcoming events and seminars