PMI Level 3 Award in Pension Trusteeship
Defined Contribution and Defined Benefit Schemes
Summary
- Exam(s) / assessment(s) is included in price
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Overview
The Awards in Pension Trusteeship (APT) is for trustees, or those interested in trusteeship, based on the Pensions Regulator’s indicative syllabus. It provides formal recognition of a trustee’s knowledge and understanding (TKU) in line with the requirements of the Pensions Act 2004.
Description
To provide formal recognition of a trustee’s knowledge and understanding (TKU) in-line with the requirements of the Pensions Act 2004.
Qualification Structure & Assessment
This qualification comprises one mandatory unit covering three syllabus areas.
Syllabus Area 1 : Law and pensions overview
Syllabus Area 2 : Investment and funding issues for defined contribution and defined benefit pensions
Syllabus Area 3 : Scheme management issues for defined contribution and defined benefit pensions Further details on assessment can be found in the relevant test specification
How is it assessed?
The qualification is assessed by a 90 minute examination in the form of a 60 question multiple choice exam paper, designed to test knowledge right across the syllabus.
Where and when are examinations held?
Public Examination Sittings
There are two public examinations per year; March and September. Public examinations will be held online.
It is also possible to arrange a private examination sitting (online)
Requirements
There are no formal prerequisites for this qualification; either qualifications or knowledge and experience. However, we would anticipate most candidates would be working in the field and/or undertaking the role of trustee.
Those planning to enter for the examinations are recommended to work through the e-learning programme at The Trustee toolkit, which has been developed by The Pensions Regulator to meet their Trustee Knowledge and Understanding (TKU) requirements.
The price of the exam does not include Membership and this must be purchased at an additional cost.
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Provider
Mission
The professional body responsible for promoting excellence in pensions and lifetime savings, for the benefit of practitioners, the economy and society.
Vision
To be the recognized authoritative voice for pensions and lifetime savings, and internationally reaching development partner of choice for professionals and their organisations.
Values
Shared Vision
Teamwork
Customer Focus
Professionalism
Passion
Trust & Respect
Objectives
#1:To be the recognised authoritative voice for the pensions and lifetime savings sector.
#2: To be the development partner of choice for professionals and their organisations.
#3: To be active across the UK and have international reach.
#4: To have an impact on the economy and society.
#5: To be a financially strong, efficient and successful employer of choice.
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Legal information
This course is advertised on Reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.
