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  1. What we do

    About the PMI Empowering change through education

    We are the UK's leading professional body dedicated to supporting and developing experts who manage UK pension schemes. Our members represent and lead in every aspect of pension management.
    Overview

  2. Membership

    Become a member We are committed to your success.

    From thought leadership, education, training, and qualifications across the UK and internationally
    Overview

  3. Learning & development

    Learning & development Achieve your career goals with the PMI

    The PMI provides qualifications, training, and resources designed to support your career goals, no matter where you are in your professional journey.
    Overview

  4. Training

    Training Training that turns knowledge into action

    Practical, expert‑led training designed to build real world skills, boost confidence, and deliver measurable results, whether you’re upskilling individuals or empowering teams.
    Overview

  5. Events

    Events Connecting the pensions industry

    Connect and learn from industry experts through our conferences, workshops, exhibitions, and local events
    Events

  6. Resources

    Resources Access the latest news, insights, reporting and learning materials from the PMI and our network

    Resources

Providing reputable education and guidance that learners can rely upon Learner support materials hub

Empowering change through education

This platform has been created to support your learning journey, helping you develop the knowledge, skills, and confidence needed to make a meaningful impact within the pensions industry. Whether you are studying for a PMI qualification, expanding your professional expertise, or advancing your career, you'll find the resources and guidance you need to succeed. At the PMI, we believe that education is the foundation for innovation, collaboration, and better retirement outcomes. Through continuous learning and professional development, we empower individuals and organisations to help shape a more sustainable future

Qualifications

Your learning journey starts here

We support lifelong learning and professional development, helping you grow your knowledge and capability throughout your career.

  • Learn with confidence

    Access comprehensive support materials designed to complement your studies and enhance your understanding of key pensions concepts, industry practices, and professional standards.

  • Develop for the future

    Stay ahead in an evolving pensions landscape through learning resources that reflect current industry challenges, emerging trends, and best practice.

  • Progress your career

    Build the expertise and professional credibility needed to support your career ambitions and contribute to better retirement outcomes for members and beneficiaries.

Find the right learning material for you  Explore our resources

By investing in your development, you are contributing to stronger governance, improved decision-making, and better retirement outcomes across the pensions industry.

Learning support material

  • Certificate in Pension Scheme Member Guidance (CPSMG)

    The Certificate in Pension Scheme Member Guidance (CPSMG) qualification has been developed for pensions professionals who regularly engage with members making important decisions about their pension benefits.

    Throughout your studies, you will explore a wide range of member circumstances and pension events, including:

    • Joining and leaving a pension scheme
    • Transfers between pension arrangements
    • Retirement options and benefit choices
    • Commutation of benefits
    • Death benefits
    • Divorce and pension sharing considerations
    Learning support material (CPSMG)

  • Advanced Diploma in Retirement Provision (ADRP)

    The aim of the Advanced Diploma is to provide the required professional knowledge, skills and understanding for an individual to undertake, after sufficient experience, a position as a pensions specialist within a self-administered scheme and more.

    Our learner support materials have been developed to help you navigate your studies with confidence, reinforce key concepts and maximise your chances of success.

    • Clear explanations of core pensions and retirement provision topics
    • Governance, regulation and compliance
    • Actuarial principles and risk management
    • Data management and pensions technology
    • Current pensions legislation and industry developments
    Learning support material (ADRP)

  • Certificate in Pensions Calculations (CPC)

    The Certificate in Pensions Calculations (CPC) is a specialist qualification for pensions administrators, designed to demonstrate the knowledge and skills required to carry out manual benefit calculations for occupational pension schemes.

    Our learner support materials have been developed to support your studies, reinforce key calculation principles, and help you prepare effectively for the CPC assessment.

    • Pension scheme structures and benefit design
    • Defined Benefit (DB) and Defined Contribution (DC) arrangements
    • Early and late retirement calculations
    • Deferred member benefits and revaluation
    • Legislative requirements and calculation methodologies
    Learning support material (CPC)

Exam preparation and guidance

Everything you need to prepare for your PMI Qualification   Exam preparation and guidance

Whether you're booking your exam, accessing study materials, preparing for TestReach, or understanding what happens after your assessment, this video hub brings together all the guidance you need in one place. Explore our collection of short, practical videos designed to support you at every stage of your PMI qualification journey.

Find out more
Play Video: Introduction to PMI Qualifications | Exam preparation and guidance
Introduction to PMI Qualifications | Exam preparation and guidance

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Need additional study support?  Accredited Training Partners

Our network of PMI Accredited Training Partners provides specialist training, revision support and learning resources to help you prepare for your exams with confidence.  

PMI Accredited Training Partners
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