Important Information
We want you to do well in your exams as payment for all of the hard work and effort you have put into getting there. It is for that purpose we have decided to provide the information necessary to access and take our exams in the one place.
We have done that for a number of reasons:
Transparency: Informing learners about what resources they can use during the exam promotes transparency in the examination process. It ensures that learners know what is expected of them and what resources they are allowed to utilise, which can help reduce confusion and anxiety.
Equity: Providing access information ensures that all learners have equal access to resources during the exam. This can be particularly important in situations where learners may have different levels of access to technology or materials outside of the exam environment.
Preparation: Knowing what resources will be available allows learners to better prepare for the exam. They can familiarise themselves with the permitted materials and plan how they will use them to support their performance during the exam.
Focus: By clarifying what resources are allowed, learners can focus their preparation efforts on understanding how to effectively use those resources to demonstrate their knowledge and skills. This can help them avoid wasting time or energy on materials that will not be accessible during the exam.
Integrity: Clearly communicating access information helps uphold the integrity of the exam process. Learners are less likely to engage in academic dishonesty or unauthorised behaviour if they understand the boundaries of what is permitted during the exam.
Whilst the reponsibility of the exam is with the PMI, we use a third party to host the exam in TestReach. Please make sure both you and your IT departments are familiar with this document A Guide to the TestReach Desktop App for IT Departments
Please read through the following information provided carefully and act on it when asked to, in order to make exam session run as smoothly as possible.
Accessing your Exam
Our aim is to ensure you as a learner are fully equipped ahead of your exam(s), however we are always conscious and aware that we do not want to overwhelm you and for that purpose we thought it might be helpful to provide you with a checklist of the information you need to pay particular attention to.
Checklist to go through prior to your exam(s):
- Ensure you have scheduled your exam on the Testreach app, no less than 72 hours prior to your exam. If you do not do this, you will not be permitted to take your exam(s) on the day.
- Take note of the ‘PMI EXAM PROCEDURES’ document, as this contains details of who you should contact on the day if you face any difficulties.
- Read through all the attached documents, as they will full equip you for what to expect on the day of your exam.
Important information regarding remote invigilation:
- The document ‘remote invigilation protocol’ outlines what to expect during a remote invigilated exam. If you have taken an online exam recently, you will probably be aware of the online procedures, however if this type of exam is new to you, please go through this document in detail, as your invigilator will ask you many questions, such as:
- show your ID
- show a 360 view of your room via your camera to the remote invigilator
- empty your pockets in front of the invigilator
- show behind your ears to the invigilator
(the above is not an exhaustive list)
The reason you will be asked the above, is to ensure we are following our regulator's requirements (Ofqual) when hosting an online exam.
Important information regarding technical issues:
- It is extremely important that you, as the learner taking the exam(s), contact your remote invigilator (via the online chat function) and that your organisation does not do this on your behalf (unless they have been given prior authorisation from the PMI). If you face technical issues of any kind, if you are experiencing difficulties reading the questions (or anything else), you must report this to your invigilator asap. If you do not report this but email the PMI stating you faced difficulties during your exam, there may be little we can do, and your difficulties may not be taken into consideration.
- If you are unable to view information on the Testreach app, this may be due to your screen display or dimensions. Especially as the issues reported are different to each other, it is very unlikely to be an in-app issue or something to do with the paper set-up. Therefore, it's quite difficult for us to give any absolute/concrete fix to this as each candidate's device is different. However, usually if a candidate is experiencing issues like this, Testreach support team or the candidate's invigilator do usually have tips to help and guide them, and sometimes just by terminating/resuming the exam the issue can be solved (as it might have been just a dodgy internet moment at the time of connecting the exam, so it might have loaded a bit funny). This may be due to a drop in internet speed and as a result the exam was unable to load properly.
Important Points to Note:
Your exam will be taking place online (remotely), meaning you do not have to travel to an exam centre; however, you must ensure you have read and understood all of the following criteria to be able to successfully take your exam:
- Ensure you have access to a working webcam as you will be remotely invigilated
- Ensure you have appropriate IT permission to download the Testreach exam app
- Ensure you have read our policy on Deferrals, Withdrawals and Cancellations here before making any bookings
- Ensure you have read all of the Testreach documentation
- Ensure you are using the learning material provided on the learning website when revising for your exam
Navigating spring sittings, revision Groups, and exam dynamics
For our Spring Exam series we recorded a session with the team where they went through the procedures for revision, examination, set up and everything to do with your exam.
This webinar takes you on a journey to understand PMI qualifications as the team delve into the intricacies of the Spring sittings, revision groups, and the mechanics behind exam administration.
Whether you're a student preparing for exams or an educator shaping the learning experience, this session is tailored to provide valuable insights and actionable strategies.
Pathways Modular Exams
You should have received an email titled ‘New Account’, from our exam provider, TestReach regarding your upcoming exam. The email would have been sent to you from the following email address customersupport@testreach.com .
Please check your junk/spam and let us know asap if you have not received it.
As a final step and to secure your exam, you need to schedule your exam on the TestReach portal. You must schedule your exam time on the portal at least 72 hours before you are due to sit the exam.
Your exam time may differ slightly to the exam time shown on the timetable/bookings page and this is due to a method called ‘staggered timing’ which ensures a smooth onboarding journey for you as a learner. You should take your exam on the date and time that you have scheduled it to take place on the TestReach portal and not at any other time.
If you are unsure as to how you schedule your exam on the portal, please click on the video link below and have a read of the PDF attached at your convenience.
Furthermore, please read the Candidate FAQ, which might help answer any queries you have.
If you have any further questions in the meanwhile, please don’t hesitate to get in touch.
The PMI is responsible for the smooth running of your exam, but there are examination procedures that need to be followed and adhered to. If there are any issues during your exam we would always suggest you contact TestReach/Your Invigilator directly as detailed in the document provided by the following link:
Diploma in Retirement Provision
You should have received an email titled ‘New Account’, from our exam provider, TestReach regarding your upcoming exam. The email would have been sent to you from customersupport@testreach.com
Please check your junk/spam and let us know asap if you have not received it.
As a final step and to secure your exam, you need to schedule your exam on the TestReach portal. You must schedule your exam time on the portal at least 72 hours before you are due to sit the exam.
Your exam time may differ slightly to the exam time shown on the timetable/bookings page and this is due to a method called ‘staggered timing’ which ensures a smooth onboarding journey for you as a learner. You should take your exam on the date and time that you have scheduled it to take place on the TestReach portal and not at any other time.
If you are unsure as to how you schedule your exam on the portal, please click on the video link below and have a read of the PDF attached at your convenience.
Furthermore, please read the Candidate FAQ, which might help answer any queries you have.
If you have any further questions in the meanwhile, please don’t hesitate to get in touch.
The PMI is responsible for the smooth running of your exam, but there are examination procedures that need to be followed and adhered to. If there are any issues during your exam we would always suggest you contact TestReach/Your Invigilator directly as detailed in the document provided by the following link:
Pathways Modular Exam Procedures (DRP)
Diploma in Employee Benefits and Retirement Savings
You should have received an email titled ‘New Account’, from our exam provider, TestReach regarding your upcoming exam. The email would have been sent to you from customersupport@testreach.com
Please check your junk/spam and let us know asap if you have not received it.
As a final step and to secure your exam, you need to schedule your exam on the TestReach portal. You must schedule your exam time on the portal at least 72 hours before you are due to sit the exam.
Your exam time may differ slightly to the exam time shown on the timetable/bookings page and this is due to a method called ‘staggered timing’ which ensures a smooth onboarding journey for you as a learner. You should take your exam on the date and time that you have scheduled it to take place on the TestReach portal and not at any other time.
If you are unsure as to how you schedule your exam on the portal, please click on the video link below and have a read of the PDF attached at your convenience.
Furthermore, please read the Candidate FAQ, which might help answer any queries you have.
If you have any further questions in the meanwhile, please don’t hesitate to get in touch.
The PMI is responsible for the smooth running of your exam, but there are examination procedures that need to be followed and adhered to. If there are any issues during your exam we would always suggest you contact TestReach/Your Invigilator directly as detailed in the document provided by the following link:
PMI EXAM PROCEDURES (DEBRS)
Diploma in International Employee Benefits
You should have received an email titled ‘New Account’, from our exam provider, TestReach regarding your upcoming exam. The email would have been sent to you from the following email address customersupport@testreach.com
Please check your junk/spam and let us know asap if you have not received it.
As a final step and to secure your exam, you need to schedule your exam on the TestReach portal. You must schedule your exam time on the portal at least 72 hours before you are due to sit the exam.
Your exam time may differ slightly to the exam time shown on the timetable/bookings page and this is due to a method called ‘staggered timing’ which ensures a smooth onboarding journey for you as a learner. You should take your exam on the date and time that you have scheduled it to take place on the TestReach portal and not at any other time.
If you are unsure as to how you schedule your exam on the portal, please click on the video link below and have a read of the PDF attached at your convenience.
Furthermore, please read the Candidate FAQ, which might help answer any queries you have.
If you have any further questions in the meanwhile, please don’t hesitate to get in touch.
The PMI is responsible for the smooth running of your exam, but there are examination procedures that need to be followed and adhered to. If there are any issues during your exam we would always suggest you contact TestReach/Your Invigilator directly as detailed in the document provided by the following link:
Certificate in Pensions Calculations
You should have received an email titled ‘New Account’, from our exam provider, TestReach regarding your upcoming exam. The email would have been sent to you from the following email address customersupport@testreach.com
Please check your junk/spam and let us know asap if you have not received it.
As a final step and to secure your exam, you need to schedule your exam on the TestReach portal. You must schedule your exam time on the portal at least 72 hours before you are due to sit the exam.
Your exam time may differ slightly to the exam time shown on the timetable/bookings page and this is due to a method called ‘staggered timing’ which ensures a smooth onboarding journey for you as a learner. You should take your exam on the date and time that you have scheduled it to take place on the TestReach portal and not at any other time.
If you are unsure as to how you schedule your exam on the portal, please click on the video link below and have a read of the PDF attached at your convenience.
Furthermore, please read the Candidate FAQ, which might help answer any queries you have.
If you have any further questions in the meanwhile, please don’t hesitate to get in touch.
The PMI is responsible for the smooth running of your exam, but there are examination procedures that need to be followed and adhered to. If there are any issues during your exam we would always suggest you contact TestReach/Your Invigilator directly as detailed in the document provided by the following link:
The PMI is responsible for the smooth running of your exam, but there are examination procedures that need to be followed and adhered to. If there are any issues during your exam we would always suggest you contact TestReach/Your Invigilator directly as detailed in the document provided by the following link:
Important Points to note
25% extra time
ADDITIONAL IMPORTANT INFORMATON ABOUT YOUR CPC EXAM(S)
Please note, we have been advised by the Testreach team that, due to employment law in Ireland, all employees are required to take a break after working for 4 hours.
If you are entitled to 25% additional time to sit your CPC exam, your remote proctor will need to swap with another proctor during your exam, so that they can take their entitled break.
The Testreach team have informed us that this should take place seamlessly and they will alert you before this takes place. When the changeover happens, you will be placed in a queue and your exam will be locked and the time on your exam will be paused, this meaning you should not be negatively affected by the swap over.
Please be rest assured, Testreach are very familiar with this approach, and they have ensured us this is usual protocol.
Retirement Provision Certificate
You should have received an email titled ‘New Account’, from our exam provider, TestReach regarding your upcoming exam. The email would have been sent to you from the following email address customersupport@testreach.com
Please check your junk/spam and let us know asap if you have not received it.
As a final step and to secure your exam, you need to schedule your exam on the TestReach portal. You must schedule your exam time on the portal at least 72 hours before you are due to sit the exam.
Your exam time may differ slightly to the exam time shown on the timetable/bookings page and this is due to a method called ‘staggered timing’ which ensures a smooth onboarding journey for you as a learner. You should take your exam on the date and time that you have scheduled it to take place on the TestReach portal and not at any other time.
If you are unsure as to how you schedule your exam on the portal, please click on the video link below and have a read of the PDF attached at your convenience.
Furthermore, please read the Candidate FAQ, which might help answer any queries you have.
If you have any further questions in the meanwhile, please don’t hesitate to get in touch.
The PMI is responsible for the smooth running of your exam, but there are examination procedures that need to be followed and adhered to. If there are any issues during your exam we would always suggest you contact TestReach/Your Invigilator directly as detailed in the document provided by the following link:
Award in Pension Trusteeship
You should have received an email titled ‘New Account’, from our exam provider, TestReach regarding your upcoming exam. The email would have been sent to you from the following email address customersupport@testreach.com
Please check your junk/spam and let us know asap if you have not received it.
As a final step and to secure your exam, you need to schedule your exam on the TestReach portal. You must schedule your exam time on the portal at least 72 hours before you are due to sit the exam.
Your exam time may differ slightly to the exam time shown on the timetable/bookings page and this is due to a method called ‘staggered timing’ which ensures a smooth onboarding journey for you as a learner. You should take your exam on the date and time that you have scheduled it to take place on the TestReach portal and not at any other time.
If you are unsure as to how you schedule your exam on the portal, please click on the video link below and have a read of the PDF attached at your convenience.
Furthermore, please read the Candidate FAQ, which might help answer any queries you have.
If you have any further questions in the meanwhile, please don’t hesitate to get in touch.
The PMI is responsible for the smooth running of your exam, but there are examination procedures that need to be followed and adhered to. If there are any issues during your exam we would always suggest you contact TestReach/Your Invigilator directly as detailed in the document provided by the following link:
Certificate in Pension Trusteeship
You should have received an email titled ‘New Account’, from our exam provider, TestReach regarding your upcoming exam. The email would have been sent to you from the following email address customersupport@testreach.comPlease check your junk/spam and let us know asap if you have not received it.
As a final step and to secure your exam, you need to schedule your exam on the TestReach portal. You must schedule your exam time on the portal at least 72 hours before you are due to sit the exam.
Your exam time may differ slightly to the exam time shown on the timetable/bookings page and this is due to a method called ‘staggered timing’ which ensures a smooth onboarding journey for you as a learner. You should take your exam on the date and time that you have scheduled it to take place on the TestReach portal and not at any other time.
If you are unsure as to how you schedule your exam on the portal, please click on the video link below and have a read of the PDF attached at your convenience.
Furthermore, please read the Candidate FAQ, which might help answer any queries you have.
If you have any further questions in the meanwhile, please don’t hesitate to get in touch.
The PMI is responsible for the smooth running of your exam, but there are examination procedures that need to be followed and adhered to. If there are any issues during your exam we would always suggest you contact TestReach/Your Invigilator directly as detailed in the document provided by the following link:
Diploma in Pension Trusteeship
You should have received an email titled ‘New Account’, from our exam provider, TestReach regarding your upcoming exam. The email would have been sent to you from the following email address customersupport@testreach.com
Please check your junk/spam and let us know asap if you have not received it.
As a final step and to secure your exam, you need to schedule your exam on the TestReach portal. You must schedule your exam time on the portal at least 72 hours before you are due to sit the exam.
Your exam time may differ slightly to the exam time shown on the timetable/bookings page and this is due to a method called ‘staggered timing’ which ensures a smooth onboarding journey for you as a learner. You should take your exam on the date and time that you have scheduled it to take place on the TestReach portal and not at any other time.
If you are unsure as to how you schedule your exam on the portal, please click on the video link below and have a read of the PDF attached at your convenience.
Furthermore, please read the Candidate FAQ, which might help answer any queries you have.
If you have any further questions in the meanwhile, please don’t hesitate to get in touch.
The PMI is responsible for the smooth running of your exam, but there are examination procedures that need to be followed and adhered to. If there are any issues during your exam we would always suggest you contact TestReach/Your Invigilator directly as detailed in the document provided by the following link:
PMI Revision Courses
Revision Courses
The PMI offers revision courses in all of the Advanced Diploma modules plus the Retirement Provision Certificate.
The revision courses are suitable for those who are actively studying for one of our qualifications.
We offer revision courses to help learners prepare for their exams.
Revision courses are in place to help learners refresh parts of their study, ask tutors any burning questions and to go over sections of the learning material. The revision courses are not in place for learners to cram in last minute study and should not be used as the only study preparation for the PMI exams, the expectation is that learners have already progressed well with their learning ahead of any revision session.
We also offer a package deal (exam entry + revision session), which is at a reduced rate and can be found on the relevant qualification page. The sessions on this webpage are for the revision sessions only (bookings for exams are made separately).
As per our booking pages, all of our revision courses are hosted online. When you book you will receive your calendar invite, with TEAMS meeting details included shortly afterwards.
Please note, the revision session will be recorded.
It is important that you keep your video camera on throughout the duration of this session so that the revision tutor can interact with you and make this a more personable session for all. If you do not follow these instructions it is likely that the tutor will not proceed until all attendees have turned their camera on.
Learners must review and be familiar with the course material ahead of attending these sessions.
Please don’t hesitate to contact us if you have any queries.
Mock Exams
To familiarise learners with the TestReach system and give them a flavour of what the exam will feel and look like, for the APT, RPC, CPC and ADRP modules then learners are automatically enrolled into mock exams.
The enrolment is undertaken by TestReach and learners receive an email notification from them advising them of the same.
Learners don't need to apply for this and they have three attempts until the date of the exams.
It is in the best interests of the learner to attempt these 'mock exams' as it will not only familiarise them with the system, but reduce anxiety and stress when using the platform by understanding the functionality better and enable better manipulation of the processes and actions.
Please note: The 'mock exams' are not invigilated.
Policies
Policies
Below are the Polices of the PMI that relate directly to your examination sitting.
Please read these if you need to make any adjustments to your booking.
PMI Withdrawal and Deferral Policy
Deferred Exams Learner Guidance
Special Consideration and Reasonable Adjustments Policy
Special Consideration and Reasonable Adjustment Form
Subject Access Request Form (SAR)
Malpractice and Maladministration Policy
Study Skills
What are Study Skills
Study skills are the skills you need to enable you to study and learn efficiently – they are an important set of transferable life skills.
Our pages (see the link below) provide generic study skills advice – appropriate to learners across all disciplines and in different life circumstances: employed students, those returning to education later in life, those engaged in professional development and anybody who wants to learn how to learn effectively.
We are constantly being asked to provide guidance to our students in how to take an effective approach to their studies and learning, and have now produced this series of seperate pages that enable you to 'dip in and dip out' of the areas you need help with. Please do not look at this website and think you have to read/review it from start to finish (unless you really want to?) - it is simply an aid to help you in areas where you need guidance i.e. answering multiple choice questions or how to write longer answers or an essay. It also provides you with information on what type of learner you are and as a result what is the best approach for you to study.
Finally there is a section on looking after you, and your mental health as an important overview on adjusting to the balance of work and study, or studying 'whilst everything else is still happening'.
Key points about study skills:
- You will develop your own personal approach to study and learning in a way that meets your own individual needs. As you develop your study skills you will discover what works for you, and what doesn’t.
- Study skills are not subject specific - they are generic and can be used when studying any area. You will, of course, need to understand the concepts, theories and ideas surrounding your specific subject area. To get the most out of your studies, however, you’ll want to develop your study skills.
- You need to practise and develop your study skills. This will increase your awareness of how you study and you’ll become more confident. Once mastered, study skills will be beneficial throughout your life.
- Study skills are not just for students. Study skills are transferable - you will take them with you beyond your education into new contexts. For example, organisational skills, time management, prioritising, learning how to analyse, problem solving, and the self-discipline that is required to remain motivated.
Study skills relate closely to the type of skills that employers look for.
Contact our team
We are always striving to do our best and provide the best service to you, our learners, as we can. If you seen any errors on this site, or any errors in the information provided then please details these and send them to PMIqualifications@pensions-pmi.org.uk
We will endeavour to rectify them as quickly as possible, and will send you an email when they have been.
Get in touchFAQs
- Where do you hold your exams?
- How do I take an online exam?
- Are there any pre-requisites to sit for a PMI exam/qualification.
- How do I decide which qualification/module would work best for me?
- What type of questions can be asked in an online exam?
- What should I do if I miss my exam?
- Can I retake an exam at a reduced price if I fail?
- Is there a sample paper that I can view prior to the examination?
- Do I need to download any software onto my computer to take the examination?
- Am I eligible for extra time during the exam?
- What happens if my internet connection fails during an online exam?
- When results of my online exam will be issued?
- Will I need ID for my exam?
- Do I have to stay for the whole duration of the exam even if I have finished?
- Are there any minimum system requirements to take the examination?
- How is an online proctored exam different to an exam taken in a test centre?
- Can I take a break during my exam?
- Can I eat or drink during my exam?
- In short written answer exams what functionality is there in the exam environment while writing the answer?
- Why do I need to confirm that I agree to the PMI Terms and Conditions before I can enter the examination?
Last update: 14 January 2025
