Advanced Diploma in Retirement Provision
Learner Support Materials

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:

RDhillon@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.

ADRP Study timetable - Autumn 2021

CU1A Assignment 1                    (CU1A Assignment 1 NOTES)

CU1A Assignment 2                    (CU1A Assignment 2 NOTES)

CU1A Assignment 3                    (CU1A assignment 3 NOTES)

CU1A Assignment 4                    (CU1A Assignment 4 NOTES)

CU1A Mock Examination            (CU1A 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. 

CU2 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:

RDhillon@pensionsCU2 Mock Exam Notes.pdf-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.

ADRP Study timetable - Autumn 2021

CU2 Assignment 1                    (CU2 Assignment 1 Notes)

CU2 Assignment 2                    (CU2 Assignment 2 Notes)

CU2 Assignment 3                    (CU2 Assignment 3 Notes)

CU2 Assignment 4                    (CU2 Assignment 4 Notes)

CU2 Mock Exam                        (CU2 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:

RDhillon@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.

ADRP Study timetable - Autumn 2021

‘These assignments are being updated, they will be back on the site in due course’

Core Unit 4 Assignment 1       Core Unit 4 Assignment 1 Notes

Core Unit 4 Assignment 2       Core Unit 4 Assignment 2 Notes

Core Unit 4 Assignment 3      Core Unit 4 Assignment 3 Notes

Core Unit 4 Assignment 4       Core Unit 4 Assignment 4 Notes

Core Unit 4 Mock Examination           Core Unit 4 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:

RDhillon@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.

ADRP Study timetable - Autumn 2021

‘These assignments are being updated, they will be back on the site in due course’

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)

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.

Study Manual - Taxation, Retail Investment and Pensions - 2021

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:

RDhillon@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.

ADRP Study timetable - Autumn 2021

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)

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

Contact the Rapinder Dhillon at the PMI for learning materials at:  RDhillon@pensions-pmi.org.uk 

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

RDhillon@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.

ADRP Study timetable - Autumn 2021

‘These assignments are being updated, they will be back on the site in due course’

Assignment 1                   (Assignment 1 Notes)

Assignment 2                   (Assignment 2 Notes)

Assignment 3                   (Assignment 3 Notes)

Assignment 4                   (Assignment 4 Notes)

Mock Examination          (Mock Examination Notes)

This is an easy access page in case you weish to download any of the Study Manuals for printing.

Core Unit 1a

Core Unit 2

Core Unit 3

Core Unit 4

Defined Benefit Arrangements

Defined Contribution Arrangements

Taxation Retail Investment and Pensions

Retail Advice and Regulation

Reward and Retirement Provision

Professionalism Study Manual

Governance Study Manual

Communications Study Manual

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

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