Notes on the APT papers.
Practical, examiner-tested writing for Trustee Prep learners. Notes on exam technique, revision strategy, and syllabus updates.
8 articles
statement of investment principles
What Is a Statement of Investment Principles?
The SIP explained for pension trustees: the section 35 duty, who prepares it, what the regulations require it to contain, the three-yearly review cycle, and how it differs from the Implementation Statement.
apt cost
How Much Does the APT Cost? Fees and Budgeting for the Exam
What the PMI Award in Pension Trusteeship actually costs: the £617 and £330 exam fees, PMI Student Membership, the optional certificate, private sitting pricing for firms, and the costs people forget.
pension trustee duties
Pension Trustee Duties and Fiduciary Responsibility Explained
What a pension scheme trustee is actually required to do: the fiduciary duties of loyalty, prudence and impartiality, the no-profit and no-conflict rules, proper decision-making, and where personal liability starts and stops.
tku
Trustee Knowledge and Understanding: What the Law Actually Requires
The statutory TKU duty under the Pensions Act 2004: who it applies to, what trustees must know, what being "conversant" with scheme documents means, and how the Trustee Toolkit and the APT relate to it.
dwp consultation
Will Pension Trustee Accreditation Become Mandatory? The DWP Consultation Explained
The DWP consultation "Trust-based pension schemes: Trustees and governance, building a stronger future" closed on 5 March 2026. What it proposed, how the industry responded, and what remains undecided.
trustee toolkit
The Trustee Toolkit and the APT: What Each One Is For
An honest comparison of the free Trustee Toolkit from The Pensions Regulator and the PMI Award in Pension Trusteeship: what each covers, where they overlap, and where the Toolkit stops short of the exam.
professional trustee accreditation
How to Become an Accredited Professional Pension Trustee
The full route to APPT or PMI professional trustee accreditation: the Trustee Toolkit, CPT Unit 1 (the APT), CPT Unit 2, fit and proper checks, and the ongoing CPD and DBS requirements that follow.
apt
What Is the PMI Award in Pension Trusteeship (APT)?
A plain guide to the PMI Level 3 Award in Pension Trusteeship: the 60-question exam, the 75% pass mark, TestReach remote proctoring, the 2026 sitting dates, the fees, and how the APT relates to CPT Unit 1.