Adviser auto-enrolment exam revised to focus on small firms' needs

First exam sitting on 14 September

Tom Ellis
clock • 1 min read

An auto-enrolment qualification for advisers has been updated to focus on the needs of smaller firms as thousands of companies deal with pension obligations for the first time.

The Certificate in Pensions Automatic Enrolment is designed to help business advisers and payroll professionals understand the needs of employer clients. The first sitting for the revised exam - updated to give better insight into the needs of small business clients - is due to take place on 14 September. The Pensions Management Institute (PMI) qualification has been in operation since auto-enrolment began in 2012. Auto-enrolment began with the UK's largest firms staging first. Medium and small firms staged later with micro employers at the end of the programme. All employers in th...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

Interactive video: Navigating today's complex financial landscape as an adviser?

Interactive video: Navigating today's complex financial landscape as an adviser?

Advisers today operate in a competitive landscape, grappling with intricate client demands, increasing regulatory oversight, and volatile markets.

Sarka Halas
clock 04 April 2025 • 1 min read
Interactive video: Why financial wellbeing is at the heart of financial planning

Interactive video: Why financial wellbeing is at the heart of financial planning

Sound investment advice is a significant part of an advisor's role to help navigate markets and prepare clients for major life changes, but wellbeing should be a key consideration.

Sarka Halas
clock 02 April 2025 • 1 min read
Interactive video: Building and nurturing strong client relationship

Interactive video: Building and nurturing strong client relationship

Personalised advice is so pivotal in building trust. But how does this work in practice?

Sarka Halas
clock 31 March 2025 • 1 min read