CORE UNIT 1B - FOUNDATION IN INTERNATIONAL EMPLOYEE BENEFITS

The aim of the unit is to provide an introduction to the following issues:

• The different employee benefits in an international context and the different ways these are designed, delivered, funded, communicated and administered around the world 
•  The respective roles of stakeholders involved in the provision of international employee benefits 
•  Pensions and employee benefit provision in France, Germany, Japan, the Netherlands, the UK, the USA and Switzerland and a regional overview of Europe and North America to highlight the different practices of employee benefit provision
•  The legal and regulatory influences of the European Union on pensions/employee benefit design and financing 

Learning materials for this course will be sent to you via email once your booking has been made.

IEBA Test Specification

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses. You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the assignments, notes, and study timetables, purely as aids to your revision, they will not constitute any element of your final mark.

Study timetable - Spring 2025

CORE UNIT 2 - REGULATION OF RETIREMENT PROVISION

The aim of this unit is to provide an overview of the regulation of retirement provision in the UK including an appreciation of:

• legal and taxation aspects 
• compliance with regulation and where administrators need to focus on compliance issues 
• the bodies responsible for defining, monitoring and oversight 
•  how the employee is supported by the financial services industry 
• current issues. 

Study manual

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the assignments, notes, and study timetables, purely as aids to your revision, they will not constitute any element of your final mark.

CORE UNIT 3 – RUNNING A WORKPLACE PENSION SCHEME

The aim of his unit is to provide an overview of the requirements of running a workplace pension scheme, including an appreciation of:

• the implications of the tax and regulatory regimes that apply to workplace pensions 
• scheme administration, payroll and financial administration
• the importance of data and data protection
• the calculation and payment of benefits
•  the role of technology

Study manual

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the assignments, notes, and study timetables, purely as aids to your revision, they will not constitute any element of your final mark.

CORE UNIT 4 - FINANCING AND INVESTING FOR RETIREMENT PROVISION

The aim of this unit is to provide an overview of how employers and employees pay for workplace pensions and distinguishing between defined benefit and defined contribution arrangements and including an appreciation of:

• the factors which will influence the funding strategy, including the taxation regime 
• risk appreciation and management
• financial regulation
• accounting and tax issues
• investment, investment management, investment strategy and governance  

Study manual

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the Assignments, Notes, (and Study Timetable), purely as aids to your revision - they will not constitute any element of your final mark.

The aim of the unit is to provide an in depth understanding of trust-based defined benefit (DB) arrangements, building on and utilising the knowledge gained in the core units and applying it in a variety of scenarios, recognising the requirements of different stakeholders.

Study manual

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the assignments, notes, and study timetables, purely as aids to your revision, they will not constitute any element of your final mark.

Defined Benefit Arrangements Assignment 1       Defined Benefit Arrangements Assignment 1 notes

Defined Benefit Arrangements Assignment 2       Defined Benefit Arrangements Assignment 2 notes

Defined Benefit Arrangements Assignment 3       Defined Benefit Arrangements Assignment 3 notes

Defined Benefit Arrangements Assignment 4       Defined Benefit Arrangements Assignment 4 notes

Defined Benefit Arrangements Mock Exam          Defined Benefit Arrangements Assignment Mock Exam notes

Study manual

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the assignments, notes, and study timetables, purely as aids to your revision, they will not constitute any element of your final mark.

Defined Contribution Arrangements Assignment 1    Defined Contribution Arrangements Assignment 1 notes

Defined Contribution Arrangements Assignment 2    Defined Contribution Arrangements Assignment 2 notes

Defined Contribution Arrangements Assignment 3    Defined Contribution Arrangements Assignment 3 notes

Defined Contribution Arrangements Assignment 4    Defined Contribution Arrangements Assignment 4 notes

Defined Contribution Arrangements Mock Exam      Defined Contribution Arrangements Mock Exam notes

The aim of the unit is to provide an understanding of the main employee benefits, their value, cost structures, taxation implications and how they interact with saving for retirement. To include appreciation of:

• the employee and employer perspectives 
• rewards strategies
• communication and engagement

Study manual

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the assignments, notes, and study timetables, purely as aids to your revision, they will not constitute any element of your final mark.

Study timetable - Spring 2025

Reward & Retirement Provision Assignment 1          Reward & Retirement Provision Assignment 1 notes

Reward & Retirement Provision Assignment 2          Reward & Retirement Provision Assignment 2 notes

Reward & Retirement Provision Assignment 3          Reward & Retirement Provision Assignment 3 notes

Reward & Retirement Provision Assignment 4          Reward & Retirement Provision Assignment 4 notes

Reward & Retirement Provision Mock Exam             Reward & Retirement Provision Assignment Mock Exam notes

The aim of the unit is to provide candidates with:

• an understanding of the importance of professionalism and ethics
• the importance of continuing their own professional development
• an appreciation of risk and governance issues as they apply to pension schemes
• the opportunity to demonstrate their ability to apply risk and governance principles in a practical situation
• evidence that they can communicate their knowledge in a way that is relevant to their audience

Professionalism

Governance

Communications

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the assignments, notes, and study timetables, purely as aids to your revision, they will not constitute any element of your final mark.

Study timetable - Spring 2025

Professionalism Assignment 1        Professionalism Assignment 1 notes

Professionalism Assignment 2        Professionalism Assignment 2 notes

Governance Assignment 1              Governance Assignment 1 Notes

Governance Assignment 2              Governance Assignment 2 notes

Professionalism and Governance Mock Exam

Professionalism and Governance Mock Exam notes

This is an easy access page in case you wish to download any of the Study Manuals for printing.

Current versions of the Study Manuals (unless otherwise indicated - for examination from Spring 2025)

CU1a - Understanding Retirement Provision

CU2 - Regulation of Retirement Provision

CU3 - Running a Workplace Pensions Scheme

CU4 - Financing and Investing for Retirement Provision

Defined Benefit Arrangements (DBA)

Defined Contribution Arrangements (DCA)

Reward and Retirement Provision (RRP)

Professionalism

Governance

Communications