Here you will find all the information you need to help you through your revision process
The materials here are also used in the following qualifications:
Diploma in International Employee Benefits (DipIEB)
Diploma in Employee Benefits and Retirement Savings (DEBRS)
Diploma in Regulated Retirement Advice (DRRA)
Diploma in Retirement Provision (DRP)
These are the Study Materials for the PMI Advanced Diploma in Retirement Provision.
Here you will find everything you need to help you with your revision.
Please note, the ADRP manuals change yearly. The manuals currently on this website can be used for Spring 2021 and Autumn 2021 exams only. If you defer your exam, it is your responsibility to ensure you are revising from the correct manual.
The Advanced Diploma fulfils the examination requirement for Associate Membership of the PMI (APMI).
Undertaking the qualification places demands on Students and to help with these we offer a variety of study support which is also outlined in this section. Anyone wishing to study for the Advanced Diploma must first register as a Student, Certificate or Diploma Member of PMI.
The overall aim of the Advanced Diploma is to provide the required professional knowledge, skills and understanding for an individual to undertake, after sufficient experience, a position as a pensions specialist within a self administered scheme, a third party administrator, a life assurance company or the consulting and advisory services.
There are many reasons to study for the Advanced Diploma:
Click here to view further benefits to be gained from studying for and attaining the qualification and becoming an Associate Member of the PMI (APMI).
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:
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:
Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.
ADRP Study timetable Spring 2021
CU1A Assignment 1 (CU1A Assignment 1 NOTES)
CU1A Assignment 2 (CU1A Assignment 2 NOTES)
CU1A Assignment 3 (CU1A assignment 3 NOTES)
CORE UNIT 1B - FOUNDATION IN INTERNATIONAL EMPLOYEE BENEFITS
The aim of the unit is to provide an introduction to the following issues:
Contact the Rapinder Dhillon at the PMI for learning materials at: RDhillon@pensions-pmi.org.uk
IEBA Exam Question structure Oct 2020
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:
Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.
ADRP Study timetable Spring 2021
Assignment 1 (Notes on Assignment 1)
Assignment 2 (Notes on Assignment 2)
Assignment 3 (Notes on Assignment 3)
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:
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:
Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.
ADRP Study timetable Spring 2021
CU2 Assignment 1 (CU2 Assignment 1 Notes)
CU2 Assignment 2 (CU2 Assignment 2 Notes)
CU2 Assignment 3 (CU2 Assignment 3 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:
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:
Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.
ADRP Study timetable Spring 2021
CU3 Assignment 1 (CU3 Assignment 1 Notes)
CU3 Assignment 2 (CU3 Assignment 2 Notes)
CU3 Assignment 3 (CU3 Assignment 3 Notes)
CU3 Assignment 4 (CU3 Assignment 4 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:
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:
Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.
ARDP Study Timetable Spring 2021
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)
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:
Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.
ARDP Study Timetable Spring 2021
DB Arrangements Assignment 1 (DB Arrangements Assignment 1 Notes)
DB Arrangements Assignment 2 (DB Arrangements Assignment 2 Notes)
DB Arrangements Assignment 3 (DB Arrangements Assignment 3 Notes)
DB Arrangements Assignment 4 (DB Arrangements Assignment 4 Notes)
DB Arrangements Assignment 5 (DB Arrangements Assignments 5 Notes)
DB Arrangements Mock Examination (DB Arrangements 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
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:
Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.
ARDP Study Timetable Spring 2021
DC Arrangements Assignment 1 (DC Arrangements Assignment 1 Notes)
DC Arrangements Assignment 2 (DC Arrangements Assignment 2 Notes)
DC Arrangements Assignment 3 (DC Arrangements Assignment 3 Notes)
DC Arrangements Assignment 4 (DC Arrangements Assignment 4 Notes)
DC Arrangements Mock Examination (DC Arrangements 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:
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:
Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.
ARDP Study Timetable Spring 2021.pdf
Reward and Retirement Provision Assignment 1 (Reward and Retirement Provision Assignment 1 Notes)
Reward and Retirement Provision Assignment 2 (Reward and Retirement Provision Assignment 2 Notes)
Reward and Retirement Provision Assignment 3 (Reward and Retirement Provision Assignment 3 Notes)
Reward and Retirement Provision Assignment 4 (Reward and Retirement Provision Assignment 4 Notes)
Reward and Retirement Provision Mock Exam (Reward and Retirement Provision 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:
Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.
ARDP Study Timetable Spring 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)
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.
Study Manual Retail Advice and Regulation 2021
Study Manual - Retail Advice and Regulation 2019-20
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:
Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.
ARDP Study Timetable Spring 2021.pdf
RAR Assignment 1 (RAR Assignment 1 Notes)
RAR Assignment 2 (RAR Assignment 2 Notes)
RAR Assignment 3 (RAR Assignment 3 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:
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:
Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.
ADRP Study timetable Spring 2021
Assignment 1 (Notes - Assignment 1)
Assignment 2 (Notes - Assignment 2)
Assignment 3 (Notes - Assignment 3)
Professionalism and Governance
The aim of the unit is to provide candidates with:
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:
Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.
ARDP Study Timetable Spring 2021
Governance Assignment 1 (Governance Assignment 1 Notes)
Governance Assignment 2 (Governance Assignment 2 Notes)
Governance Assignment 3 (Governance Assignment 3 Notes)
Governance Assignment 4 (Governance Assignment 4 Notes)
Professionalism Assignment 1 (Professionalism Assignment 1 Notes
Professionalism Assignment 2 (Professionalism Assignment 2 Notes
Professionalism and Governance Mock Examination (Professionalism and Governance Mock Examination Notes)
This is an easy access page in case you weish to download any of the Study Manuals for printing.
Defined Contribution Arrangements
Taxation Retail Investment and Pensions
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
October 2020
Core Unit 1A - October 2020 (CU1A Examiners' Report October 2020)
Core Unit 1B - October 2020 (CU1B Examiners' report October 2020)
Core Unit 2 - October 2020 (CU2 Examiners' Report October 2020)
Core Unit 3 - October 2020 (CU3 Examiners Report October 2020)
Core Unit 4 - October 2020 (CU4 Examiners Report October 2020)
Defined Benefit Arrangements - October 2020 (DBA Examiners Report October 2020)
Defined Contribution Arrangements - October 2020 (DCA Examiners' Report October 2020)
Taxation, Retail Investment and Pensions - October 2020
Retail Advice and Regulation - October 2020
Reward and Retirement Provision - October 2020 (RRP Examiners' Report October 2020)
Managing International Employee Benefits - October 2020
Professionalism and Governance - October 2020 (P&G Examiner's Report October 2020)
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
Defined Benefit Arrangements - April 2019
Defined Contribution Arrangements - April 2019
Reward and Retirement Provision - April 2019
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:
I 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