As of Spring 2023, all units that compromise of the ADRP qualification will be assessed via short answer questions only. The multiple choice questions (MCQ) have been removed and will no longer form part of the question paper. Please refer to the ADRP specification under 'useful resources' for further information regarding how the exams will be assessed.

Taxation, Retail Investment and Pensions and Retail Advice and Regulation will no longer form part of the ADRP qualification after Spring 2023

CORE UNIT 1A - UNDERSTANDING RETIREMENT PROVISION

The aim of the unit is to provide an introductory overview of retirement provision in the UK including an appreciation of:

  • how workplace pensions have developed, the different types of workplace provision and how they sit alongside State pension provision 
  • the key features of automatic enrolment, trust and contract-based provision 
  • the roles and responsibilities of those involved in running workplace pensions 
  •  personal savings and the options for retirement saving 
  • employee engagement with retirement provision. 

Core Unit 1a Study Manual

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to:

PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.


We provide the Assignments, Notes, (and Study Timetable), purely as aids to your revision - they will not constitute any element of your final mark.


Study Timetable - Spring 2023


Core Unit 1A Assignment 1         (Core Unit 1A Assignment 1 Notes)

Core Unit 1A Assignment 2        (Core Unit 1A Assignment 2 Notes)

Core Unit 1A Assignment 3        (Core Unit 1A Assignment 3 Notes)

Core Unit 1A Assignment 4        (Core Unit 1A Assignment 4 Notes)

Core Unit 1A Mock Exam             (Core Unit 1A Mock Exam Notes)

CORE UNIT 1B - FOUNDATION IN INTERNATIONAL EMPLOYEE BENEFITS

The aim of the unit is to provide an introduction to the following issues:

  • The different employee benefits in an international context and the different ways these are designed, delivered, funded, communicated and administered around the world 
  •  The respective roles of stakeholders involved in the provision of international employee benefits 
  •  Pensions and employee benefit provision in France, Germany, Japan, the Netherlands, the UK, the USA and Switzerland and a regional overview of Europe and North America to highlight the different practices of employee benefit provision
  •  The legal and regulatory influences of the European Union on pensions/employee benefit design and financing 

Learning materials for this course will be sent to you via email once your booking has been made.

IEBA Exam Question Structure

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so th

at you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to: PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the Assignments, Notes, (and Study Timetable), purely as aids to your revision - they will not constitute any element of your final mark.


Study Timetable - Spring 2023


CU1B Assignment 1        (CU1B Assignment 1 Notes) 

CU1B Assignment 2       (CU1B Assignment 2 Notes)

CU1B Assignment 3       (CU1B Assignment 3 Notes)

CU1B Assignment 4       (CU1B Assignment 4 Notes)


CU1B Mock Examination         (CU1B Mock Examination Notes)



CORE UNIT 2 - REGULATION OF RETIREMENT PROVISION

The aim of this unit is to provide an overview of the regulation of retirement provision in the UK including an appreciation of:

  • legal and taxation aspects 
  • compliance with regulation and where administrators need to focus on compliance issues 
  • the bodies responsible for defining, monitoring and oversight 
  •  how the employee is supported by the financial services industry 
  • current issues. 

Core Unit 2 Study Manual

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to:

PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the Assignments, Notes, (and Study Timetable), purely as aids to your revision - they will not constitute any element of your final mark.


Study Timetable - Spring 2023 


Core Unit 2 Assignment 1          (Core Unit 2 Assignment 1 Notes)

Core Unit 2 Assignment 2         (Core Unit 2 Assignment 2 Notes)

Core Unit 2 Assignment 3         (Core Unit 2 Assignment 3 Notes)

Core Unit 2 Assignment 4         (Core Unit 2 Assignment 4 Notes)

Core Unit 2 Mock Exam             (Core Unit 2 Mock Exam Notes)

CORE UNIT 3 – RUNNING A WORKPLACE PENSION SCHEME

The aim of his unit is to provide an overview of the requirements of running a workplace pension scheme, including an appreciation of:

  • the implications of the tax and regulatory regimes that apply to workplace pensions 
  • scheme administration, payroll and financial administration
  • the importance of data and data protection
  • the calculation and payment of benefits
  •  the role of technology

Core Unit 3 Study Manual

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to:

PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the Assignments, Notes, (and Study Timetable), purely as aids to your revision - they will not constitute any element of your final mark.


Study Timetable - Spring 2023


Core Unit 3 Assignment 1         (Core Unit 3 Assignment 1 Notes)

Core Unit 3 Assignment 2        (Core Unit 3 Assignment 2 Notes)

Core Unit 3 Assignment 3        (Core Unit 3 Assignment 3 Notes)

Core Unit 3 Assignment 4        (Core Unit 3 Assignment 4 Notes)

Core Unit 3 Assignment 5        (Core Unit 3 Assignment 5 Notes)

Core Unit 3 Mock Exam             (Core Unit 3 Mock Exam Notes)

CORE UNIT 4 - FINANCING AND INVESTING FOR RETIREMENT PROVISION

The aim of this unit is to provide an overview of how employers and employees pay for workplace pensions and distinguishing between defined benefit and defined contribution arrangements and including an appreciation of:

  • the factors which will influence the funding strategy, including the taxation regime 
  • risk appreciation and management
  • financial regulation
  • accounting and tax issues
  • investment, investment management, investment strategy and governance  

Core Unit 4 Study Manual

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to:

PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the Assignments, Notes, (and Study Timetable), purely as aids to your revision - they will not constitute any element of your final mark.


Study Timetable - Spring 2023


CU4 Assignment 1            (CU4 Assignment 1 Notes)

CU4 Assignment 2           (CU4 Assignment 2 Notes)

CU4 Assignment 3           (CU4 Assignment 3 Notes)

CU4 Assignment 4           (CU4 Assignment 4 Notes)


CU4 Mock Examination   (CU4 Mock Examination Notes)



DEFINED BENEFIT ARRANGEMENTS

The aim of the unit is to provide an in depth understanding of trust-based defined benefit (DB) arrangements, building on and utilising the knowledge gained in the core units and applying it in a variety of scenarios, recognising the requirements of different stakeholders.

Defined Benefit Arrangements Study Manual

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to:

PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the Assignments, Notes, (and Study Timetable), purely as aids to your revision - they will not constitute any element of your final mark.


Study Timetable - Spring 2023


DBA Assignment 1                (DBA Assignment 1 Notes)

DBA Assignment 2               (DBA Assignment 2 Notes)

DBA Assignment 3               (DBA Assignment 3 Notes)

DBA Assignment 4               (DBA Assignment 4 Notes)


DBA Mock Examination        DBA Mock Examination Notes

DEFINED CONTRIBUTION ARRANGEMENTS

The aim of the unit is to provide an in depth understanding of trust and contract-based DC arrangements, building on and utilising the knowledge they have gained in the core units to show that they can apply this in a variety of scenarios and recognising the requirements of different stakeholders.

Defined Contribution Arrangements Study Manual

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to:

PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the Assignments, Notes, (and Study Timetable), purely as aids to your revision - they will not constitute any element of your final mark.


Study Timetable - Spring 2023


DCA Assignment 1             (DCA Assignment 1 Notes)

DCA Assignment 2            (DCA Assignment 2 Notes)

DCA Assignment 3            (DCA Assignment 3 Notes)

DCA Assignment 4            (DCA Assignment 4 Notes)


DCA Mock Examination     (DCA Mock Examination Notes)




REWARD AND RETIREMENT PROVISION

The aim of the unit is to provide an understanding of the main employee benefits, their value, cost structures, taxation implications and how they interact with saving for retirement. To include appreciation of:

  • the employee and employer perspectives 
  • rewards strategies
  • communication and engagement

Reward and Retirement Provision Study Manual

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to:

PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the Assignments, Notes, (and Study Timetable), purely as aids to your revision - they will not constitute any element of your final mark.


Study Timetable - Spring 2023


RRP Assignment 1            (RRP Assignment 1 Notes)

RRP Assignment 2           (RRP Assignment 2 Notes)

RRP Assignment 3           (RRP Assignment 3 Notes)

RRP Assignment 4           (RRP Assignment 4 Notes)


RRP Mock Examination             (RRP Mock Examination Notes)



TAXATION, RETAIL INVESTMENT AND PENSIONS

The aim of the unit is to develop an understanding of the nature of pension arrangements, retail investments together with the fundamentals of the UK tax system.

Taxation, Retail Investment and Pensions Study Manual

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to:

PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the Assignments, Notes, (and Study Timetable), purely as aids to your revision - they will not constitute any element of your final mark.


Study Timetable - Spring 2023


TRIP Assignment 1              (TRIP Assignment 1 Notes)

TRIP Assignment 2             (TRIP Assignment 2 Notes)

TRIP Assignment 3             (TRIP Assignment 3 Notes)

TRIP Assignment 4             (TRIP Assignment 4 Notes)

TRIP Assignment 5             (TRIP Assignment 5 Notes)


TRIP Mock Examination     (TRIP Mock Examination Notes)



RETAIL ADVICE AND REGULATION

The aim of the unit is to develop an understanding of the nature of the regulatory regime which governs the promotion and sale of retail investment products and the application of professional standards and judgement in establishing and maintaining client relationships, needs and priorities.

Retail Advice and Regulation Study Manual

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to:

PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the Assignments, Notes, (and Study Timetable), purely as aids to your revision - they will not constitute any element of your final mark.


Study Timetable - Spring 2023


RAR Assignment 1               (RAR Assignment 1 Notes)

RAR Assignment 2              (RAR Assignment 2 Notes)

RAR Assignment 3              (RAR Assignment 3 Notes)

RAR Assignment 4              (RAR Assignment 4 Notes)


RAR Mock Examination     (RAR Mock Examination Notes)

MANAGING INTERNATIONAL EMPLOYEE BENEFITS

(Applying the Principles Covered in Foundation in International Benefits)

The aim is to build on the material covered in International 1: Foundation in International Employee Benefits to develop an understanding of the following issues:

  • The employee benefit objectives of a multinational company 
  • The funding and risk management aspects of providing employee benefits
  • Management of risk benefits
  • Pensions and employee benefit provision in Brazil, China, India and Russia and a regional overview of Africa, Asia and Latin America to highlight the different practices of pensions and employee benefit provision
  • Benefits for internationally mobile employees
  • The employee benefit implications of mergers and acquisitions
  •  Trends in employee benefit provision

Learning materials for this course will be sent to you via email once your booking has been made.

Examiners Reports and Question Structure

The question paper for the 2019 Exam is in the Past Papers section of this website.  The examiners report for that exam can be found here (April 2019 Managing International Employee Benefits Examiners Report,  as can reports from the 2016, 2017 and 2018 exams to give an understanding of what examiners were looking for to gain the necessary marks.

April 2018 Managing International Employee Benefits Examiners Report

April 2017 Managing International Employee Benefits Examiners Report

April 2016 Managing International Employee Benefits Examiners Report

The question structure for the 2020 exam has slightly changed, and as part of your revision we would suggest you review this document (IEBA Exam Question structure Oct 2020) before the exam itself.


Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send yo


ur completed assignments to the PMI for marking, guidance or clarification to:

PMIQualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the Assignments, Notes, (and Study Timetable), purely as aids to your revision - they will not constitute any element of your final mark.


Study Timetable - Spring 2023


Managing International Employee Benefits Assignment 1

Managing International Employee Benefits Assignment 1 Notes


Managing International Employee Benefits Assignment 2

Managing International Employee Benefits Assignment 2 Notes


Managing International Employee Benefits Assignment 3

Managing International Employee Benefits Assignment 3 Notes


Managing International Employee Benefits Assignment 4

Managing International Employee Benefits Assignment 4 Notes


Managing International Employee Benefits Mock Assignment

Managing International Employee Benefits Mock Assignment Notes

Professionalism and Governance

The aim of the unit is to provide candidates with:

  • an understanding of the importance of professionalism and ethics
  • the importance of continuing their own professional development
  • an appreciation of risk and governance issues as they apply to pension schemes
  • the opportunity to demonstrate their ability to apply risk and governance principles in a practical situation
  • evidence that they can communicate their knowledge in a way that is relevant to their audience

Professionalism Study Manual

Governance Study Manual

Communications Study Manual

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to:

PMIqualifications@pensions-pmi.org.ukk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the Assignments, Notes, (and Study Timetable), purely as aids to your revision - they will not constitute any element of your final mark.


Study Timetable - Spring 2023


Professionalism Assignment 1     (Professionalism Assignment 1 Notes)

Professionalism Assignment 2    (Professionalism Assignment 2 Notes)


Governance Assignment  1      (Governance Assignment 1 Notes)

Governance Assignment 2      (Governance Assignment 2 Notes)


Professionalism and Governance Mock Examination

Professionalism and Governance Mock Examination Notes

Below are the past papers from the last years' sittings of each exam.  The multiple choice questions sections have been removed as these are still 'live' questions and may appear in future versions of the exam.

Earlier versions of the exam papers can be found on the PMI website www.pensions-pmi.org.uk


April 2022

Core Unit 1A - April 2022                                          

Core Unit 1B - April 2022

Core Unit 2 - April 2022

Core Unit 3 - April 2022

Core Unit 4 - April 2022                                   

Defined Benefit Arrangements - April 2022  

Defined Contribution Arrangements - April 2022  

Taxation, Retail Investment and Pensions - April 2022   

Retail Advice and Regulation - April 2022

Managing International Employee Benefits - April 2022

Reward and Retirement Provision - April 2022

Professionalism and Governance - April 2022  


October 2021

Core Unit 1a - October 2021                                          

Core Unit 1b - October 2021 

Core Unit 2 - October 2021 

Core Unit 3 - October 2021  

Core Unit 4 - October 2021                                   

Defined Benefit Arrangements - October 2021  

Defined Contribution Arrangements - October 2021  

Taxation, Retail Investment and Pensions - October 2021   

Retail Advice and Regulation - October 2021 

Professionalism and Governance - October 2021  


April 2021

Core Unit 1a - April 2021                                           

Core Unit 1b - April 2021

Core Unit 2 - April 2021

Core Unit 3 - April 2021 

Core Unit 4 - April 2021                                   

Defined Benefit Arrangements - April 2021 

Defined Contribution Arrangements - April 2021 

Taxation, Retail Investment and Pensions - April 2021  

Retail Advice and Regulation - April 2021

Reward and Retirement Provision - April 2021

Managing International Employee Benefits - April 2021

Professionalism and Governance - April 2021 


October 2020

Core Unit 1a - October 2020                                           

Core Unit 1b - October 2020  

Core Unit 2 - October 2020  

Core Unit 3 - October 2020   

Core Unit 4 - October 2020                                    

Defined Benefit Arrangements - October 2020   

Defined Contribution Arrangements - October 2020 

Taxation, Retail Investment and Pensions - October 2020   

Retail Advice and Regulation - October 2020

Reward and Retirement Provision - October 2020  

Managing International Employee Benefits - October 2020 

Professionalism and Governance - October 2020


October 2019

Core Unit 1a - October 2019

Core Unit 1b - October 2019

Core Unit 2 - October 2019

Core Unit 3 - October 2019

Core Unit 4 - October 2019

Defined Benefit Arrangements - October 2019

Defined Contribution Arrangements - October 2019

Taxation, Retail Investment and Pensions - October 2019

Professionalism and Governance - October 2019


April 2019

Core Unit 1A - April 2019

Core Unit 1B - April 2019

Core Unit 2 - April 2019

Core Unit 3 - April 2019

Core Unit 4 - April 2019

Defined Benefit Arrangements - April 2019

Defined Contribution Arrangements - April 2019

Reward and Retirement Provision - April 2019

Managing International Employee Benefits - April 2019

Professionalism and Governance - April 2019

Below are the Examiners Reports from each sitting of modules since 2016.  


Spring 2022  

CU1A Examiner's Report Spring 2022

CU1B Examiner's Report Spring 2022

CU2 Examiner's Report Spring 2022

CU3 Examiner's Report Spring 2022

CU4 Examiner's Report Spring 2022*

Defined Benefit Arrangements Examiner's Report Spring 2022

Defined Contribution Arrangements Examiner's Report Spring 2022

Managing International Employee Benefits Spring 2022*

Reward and Retirement Provision Examiner's Report - Spring 2022

Professionalism and Governance Examiner's Report Spring 2022

*Still awaiting this report


October 2021

CU1A Examiner's Report October 2021

CU1B Examiner's Report - October 2021

CU2 Examiner's Report October 2021

CU3 Examiner's Report October 2021

CU4 Examiner's Report - October 2021

Defined Benefit Arrangements Examiners Report October 2021

Defined Contribution Arrangements Examiner's Report October 2021

Professionalism and Governance Examiner's Report October 2021


April 2021

CU1a Examiner Report Spring 2021

CU1b Examiners Report Spring 2021

CU2 Examiners Report Spring 2021

CU3 Examiners Report Spring 2021

Defined Benefit Arrangements Examiners report Spring 2021

Defined Contribution Arrangements Examiners Report Spring 2021

Reward and Retirement Provision Examiners Report Spring 2021

Managing International Employee Benefits Examiners Report Spring 2021

Professionalism and Governance  Examiners Report Spring 2021


October 2020

CU1a October 2020                                           

CU1b October 2020

CU2 October 2020

CU3 October 2020

CU4 October 2020                                     

DBA October 2020

DCA October 2020

Reward and Retirement Provision October 2020

Managing International Employee Benefits October 2020

Professionalism and Governance October 2020


October 2019

Core Unit 1a October 2019

Core Unit 1b October 2019

Core Unit 2 October 2019

Core Unit 3 October 2019

Core Unit 4 October 2019

Defined Benefit Arrangements October 2019

Defined Contribution Arrangements October 2019

Professionalism and Governance October 2019


April 2019

Core Unit 1A April 2019

Core Unit 1B April 2019

Core Unit 2 April 2019

Core Unit 3 April 2019

Core Unit 4 April 2019

Defined Benefit Arrangements April 2019

Defined Contribution Arrangements April 2019

Professionalism and Governance April 2019


Examiners Board Reports

Examiners Board Reports stopped in 2019 in deference to individual module reporting.

October 2018

April 2018

October 2017

April 2017

October 2016

April 2016

We are always striving to do our best and provide the best service to you, our learners, as we can.

If you seen any errors on this site, or any errors in the learning materials then please details these and send them to:


PMIqualifications@pensions-pmi.org.uk


We will endeavour to rectify them as quickly as possible, and will send you an email when they have been.


Dr Keith Hoodless

Director of Lifelong Learning and Qualifications

PMI