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Workplace pensions (administrator or consultant)

Providing information on pensions schemes for an organisation's employees or clients.

Summary of this apprenticeship standard


3 (equivalent to A levels at grades A to E)

Typical length
18 months
Current funding band
Up to £9,000 per apprentice.
More information about funding
Entry requirements

Set by employer.

What apprentices will learn
  • structure of workplace pension schemes and the different roles involved in running a scheme
  • regulatory and legislative environment for workplace pensions
  • business awareness
  • systems and processes needed to carry out their role
  • client service and relationships
  • other skills related to 1 of the following specialisms: workplace pensions administration, workplace pensions consultancy

The apprenticeship standard includes a range of possible qualifications from the:

  • Pensions Management Institute (PMI)
  • Chartered Insurance Institute (CII)
  • Chartered Institute of Payroll Professionals (CIPP). Employers will choose one or more qualifications for apprentices to study.

Before taking their end-point assessment, apprentices must achieve level 2 English and maths (equivalent to GCSEs at grades A* to C).

Professional registration

Depending on the qualifications they achieve, apprentices will be able to apply for professional membership with the awarding professional organization.

End-Point Assessment
View a list of end-point assessment organisations for this standard
Organisation Phone Number Email
The Pensions Management Institute 0207 392 7402
DSW Consulting 01302 760 008
More Information

The Institute for Apprenticeships and Technical Education has more detailed information about this apprenticeship.