Retirement Provision

The Retirement Provision steam is for an individual to undertake, after sufficient experience, a position as a pension’s specialist within a self-administered scheme; a third-party administrator; a life assurance company; or within the consulting and advisory services.

All units that come under the Retirement stream will be assessed via short answer questions only. Please refer to the Retirement Provision stream specification under 'useful resources' for further information regarding how the exams will be assessed.

• Core unit 1A
• Core unit 2
• Core unit 3
• Core unit 4
• Reward and Retirement Provision
• Defined Benefit Arrangements
• Defined Contribution Arrangements
• Professionalism and Governance
  • The above are all part of the Advanced Diploma in Retirement Provision qualification

Please note, we can only accept completion of units post 2016 only. Any exams passed pre 2016 would need to be taken again if you want to complete a particular steam. 

You are advised to begin studying in November for the April examinations the following year and in May for the October examinations.

The Retirement Provision stream comprises of 8 units and all of the eight units must be passed in order to complete the qualification

Exam Entry (per individual unit) £560

Revision Course (webinar) £75

Exam entry Re-Sit Fee (per unit) £300

Transcript £25

Final Pathway Certificate £85

To sit this qualification you must be an active member of the PMI. Student membership is currently £178 and will be added to your total fee at checkout if you are not already a PMI member. (£75 from 1 April 2024 – 31 August 2024). The student membership cycle runs from the 1 September to 31 August.

We encourage learners to apply for a 'Package Deal' ( exam entry + revision session ) which gives an overall discount of £20 . Please apply here .

For former PMI members enrolling in this qualification an additional re-instatement fee of £35 will also be applied at the check out stage.

Apply