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Workplace Pensions

This standard contains 2 roles in a core and options structure.

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What is the background to this programme?

Workplace Pensions Administrators play a critical role in managing the day to day operation of workplace pension schemes. They are likely to be involved in a variety of tasks supporting more senior administrators which may include: producing quotations, maintaining cash books, drafting Administration reports for clients, and responding to member enquiries.

Workplace Pensions Consultants is likely to be involved in a variety of client support activities including governance, strategy and management, and supporting more experienced colleagues. Tasks may include: assisting/advising pension scheme sponsors and Trustees, agenda setting for Trustee meetings, communications to members and assisting in the governance of a pension scheme.

What qualification is achieved?

The apprentice will complete at least one of the following qualification/examinations:

Chartered Insurance Institute – Award in Financial Administration (Pensions option), Certificate in Financial Services, Certificate in Life and Pensions

Pensions Management Institute – Award in Pensions Essentials, Retirement Provision Certificate; Certificate in

Pension Scheme Member Guidance; Certificate in Pensions Essentials; Certificate in Pensions Administration; Certificate in Pension Calculations; Diploma in Pensions Administration; Advanced Diploma in Retirement Provision

Chartered Institute of Payroll Professionals – Certificate in Pensions Administration

What is covered?

  • Workplace pension schemes – Broad understanding of the workplace pension schemes structure and different roles involved in running a scheme.
  • Systems and processes – Understanding all systems and processes used in the role together with the standards that need to be met.
  • Business awareness – Understanding their organisation’s business strategy, culture and role within the sector. Awareness of how their own role fits within the wider organisation and industry.
  • Regulatory and compliance – Understanding the regulatory and legislative environment for workplace pensions and the impact of this on the role. Understanding the difference between providing information, guidance and advice.


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What are the entry requirements?

Apprentices need to have achieved level 2 English and Maths prior to completion of this apprenticeship. In addition, apprentices will also need to have achieved level 2 English and Maths prior to completion of this apprenticeship.

What are our previous attendees saying? 

“I wholeheartedly recommend Davies Learning Solutions, my learning journey has been clear and supported and I passed first time – thank you!”

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