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Join the UK's largest professional body in the pensions sector, connecting more than 7,000 top leaders, and deliver a meaningful difference in workplace pensions. 

Excel in trusteeship and lead with confidence

Advance your expertise and knowledge 
  • Access exclusive insights into trends, challenges, and opportunities in the pensions sector through industry research, white papers, and publications tailored specifically for trustees. 
  • Access expert advice and information on pensions and trusteeship, keeping you informed about the latest developments and best practices. 
Stay compliant with regulations, improve governance, manage risk 
  • Access legal resources and advice, and stay informed about the latest regulatory changes and compliance requirements, reducing your risk of non-compliance. 
  • Enhance governance practices for more effective and transparent decision-making through resources and training. 
  • Increase accountability and transparency in managing pension funds using tools and frameworks. 
  • Enhance your board’s credibility and reputation by following high professional standards and ethical practices. 
  • Receive guidance to manage risks associated with pension schemes, including investment, regulatory risks, crises, and unexpected challenges in pension scheme management. 
Unlock collective power 
  • Connect with other trustees and professionals to facilitate the exchange of ideas and experiences, leveraging collective insights and expertise. 
  • Learn from others facing similar challenges by engaging in forums and discussion groups. 
Amplify your impact 
  • Ensure your voice is heard in discussions with regulators and policymakers, representing your interests. 
  • Shape industry policies and regulations that impact how you operate as a trustee. 

How does it work?

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Trustee Group Board Scheme membership is open to groups of trustees from the same board. It offers discounted rates from individual membership, including discounted membership rates and access to group training.  

The entire board must join, if you want to join as an individual Trustee click here [insert link].  

The Membership runs from 1 January to 31 December, and the fee is £115 per trustee board member. The applications are open for Trustee Board scheme responsible persons. Please complete the application for all the board members of your trustee scheme. 

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Any questions?

Get in touch with our team

membership@pensions-pmi.org.uk or +44 (0) 20 7247 1452

Contact now

Existing members: please ensure your details are up to date on your My PMI member portal.

Obtaining the PMI’s Certificate of CPD will allow the Boards to demonstrate more formally to the scheme members the training and development undertaken during the previous year, which is particularly helpful at a time when greater emphasis is being placed on good scheme governance.

Grant Lore Group Pensions Director at Thomas Miller & Co. Limited

FAQs

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Documentation and downloads

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Trustee Group Board Scheme Application Form

Application form for a new trustee board (to be completed by a responsible person)

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Code of professional conduct

Membership of the Institute is a privilege and the disciplines and standards of behaviour expected of Members must uphold the reputation of the profession and the Institute.

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CPD regulations

Criteria for Participation in the CPD Scheme by Members

D
Subscription Policy

Please ensure you read the Subscription Policy as it sets out the terms for your membership with us

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Trustee Training Directory

This directory has been compiled to support trustees with their training requirements.

Trustee Group Brochure

Helping trustees succeed

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Trustee Group CPD Scheme

PMI’s Trustee Group now offers a Continuing Professional Development (CPD) scheme for all Trustee Group members.

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CPD Scheme Self Declaration form

Trustee Group Board Pension Scheme Declaration of Completion of CPD

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Upcoming activities

Get involved

Events
22 Aug
PMI Academy Revision Courses Autumn 2024

PMI Academy Revision Courses Autumn 2024

22 August 2024 | 10 September 2024

The revision courses are suitable for those who are actively studying for one of our qualifications....

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News
PMI’s activity to promote financial education
14 August 2024

PMI’s activity to promote financial education

The Innovation group of the PMI has been tasked with identifying hard to fix issues, and then seeking to influence policy to support improvements in these areas. The first priority task being considered is Financial Education.

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Content
Mentoring and Development Programme
MEMBER STORY

Mentoring and Development Programme

The PMI Mentoring and Development Programme, sponsored by The People’s Pension, is delivered in conjunction with the Institute of Leadership & Management.

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Student Essay Competition
MEMBER STORY

Student Essay Competition

Open to Student Members, Affiliate Members studying for a PMI qualification, or anyone registered to sit one of PMI's qualifications Will give one winner the chance to win £1000, while two runners up will each win £250.

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