Transfers In and Out


Transfers in and Out Overview

Welcome to the 2020-2021 Version of the online learning programme Determine Pension Scheme Transfer In and Transfer Out Benefits, one of the units that make up the Pensions Management Institute's Vocational Qualification examinations.

The Case Studies and Worked Answers that are labelled 2020-2021 have been updated to reflect current practice and are based on the latest Scheme Booklets and Tables of Factors. In addition to familiarising themselves with the Scheme Booklets, learners are strongly advised to read the Key Features document which has been released at the same time. This document details all key changes and gives guidance on what additional information (if any) is expected to be provided in the Case Studies and Letters.

Please be mindful that, although covering numerous scenarios, the case studies cannot cover each and every permutation on which learners may be tested in the examinations. 

Latest News

For the latest information or guidance on the CPC Examinations please click on the following link.  This will take you through to the PMI website:

Certificate in Pensions Calculations