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The Certificate in Pensions Administration is a nine month level 3 course.

There are 6 assignments and 1 exam. Course material will be available online and the recommended study time per week is 8-10 hours. There is one module review day and one revision session per module, these are live sessions conducted online.

Please be advised you will need to attend an exam centre for your exam.

This certificate is split into seven modules:

Overview of UK pension schemes

  • The different schemes available; e.g. occupational pensions schemes, defined benefit schemes, defined contribution schemes
  • The role of HMRC, the Department for Work and Pensions and The Pensions Regulator
  • Annual reporting requirements

Providing pension scheme information

  • Criteria for membership
  • Providing information to members where their changing circumstances can impact on their potential pension benefits/rights; e.g. eligiblejob holders, non-eligible job holders and entitled workers and the factors which may change which of these an individual belongs to

Creating and maintaining pension scheme member records

  • Understanding the scheme rules and organisational procedures
  • Completing the new member process within the required dates; the impact of the dates on opting out of the scheme and when to use
  • Postponement for automatic enrolment
  • Investigating and resolving discrepancies

Transferring into and out of pension schemes

  • Understand the regulations and requirements relating to transfers
  • Data verification
  • Calculating and communicating transfers

Amend pension records to reflect a member’s change of circumstances

  • Leaving the scheme before retirement
  • Understand when pensions benefits may become payable other than for retirement
  • Interpret the scheme and regulatory rules to determine the type of benefit payable in the event of a member’s death:
    • In service
    • While receiving pension payments
    • After a divorce
  • Calculating and communicating pensions benefits

Payment of scheme benefits to pensioners

  • Understand the scheme and regulatory rules relating to the calculations and processes involved in processing a pensioner payroll
  • Determining continued payment of pensions benefits

Working as a member of the pensions team

  • Communication skills
  • Customer service skills and expectations

*Please note that all assignments are completed online through CIPP's online learning platform. The exam, will be held at an exam centre and location is subject to the timetable