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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.

Synopsis

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. 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 27 September 2023 - if you wish to sit this exam, you must apply to the PMI by 16:00 pm on 17 July. Exams normally take place in September and March.

Programme

Day 1      09.30 am


Live welcome session (up to one hour)


Access to eight short recorded training modules


Pension framework
Tax
Benefits
Disclosure
Funding and contributions
Investment
Accounting, governance and disputes
Pensions Regulator


Day 7      09.30 am


Live closing 'clinic' session (up to one hour

Cost: £660

All prices are exclusive of VAT

Select a date

19/09/2023 to 26/09/2023
virtual online
09:30 - 10:30 (Local time)