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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