KPA
Level 3
QN: 600/4971/6
Curriculum Active
KPA Level 3 Certificate in Pensions Administration
Official qualification regulated by Ofqual, awarded by KPA. Classified as a Occupational Qualification. Total guided learning hours: 160 hours.
Qualification Level
Level 3
Awarding Body
KPA
Syllabus Units
7 Units
Guided Hours
160 hrs
Instant access to interactive lessons, quizzes, and spaced revision.
Course Syllabus & Study Modules
Complete breakdown of verified curriculum topics and learning objectives.
1
Amend Pension Records to Reflect a Member's Change of Circumstances
Verified
Key Learning Objectives:
- Know the regulatory and scheme rules relating to a member leaving the scheme before retirement.
- Understand the regulatory and scheme rules relating to various circumstances which impact on pension benefits.
- Understand the various circumstances dictating the type of death benefits in line with the scheme and regulatory rules.
- Be able to calculate and communicate pension benefits while using the organisational processes and procedures to meet agreed service levels in line with all requirements.
2
Creating and Maintaining Pension Scheme Member Records
Verified
Key Learning Objectives:
- Understand the scheme rules and organisational procedures for creating and amending member pension scheme records.
- Be able to complete the new member process within the relevant timescales.
- Be able to investigate and where possible re
- solve discrepancies in new member applications.
3
Overview of UK Pension Schemes
Verified
Key Learning Objectives:
- Know the different types of Pensions available in the UK.
- Understand the role of HMRC, the Pension regulators and other key groups and individuals in relation to UK pension schemes.
- Know the annual and triennial requirements HMRC apply to UK pension schemes including the reporting requirements.
4
Payment of Scheme Benefits to Pensioners
Verified
Key Learning Objectives:
- Understand the scheme and regulatory rules relating to the data required to set up a pensioner payroll database.
- Understand the scheme and regulatory rules relating to the calculations and processes involved in processing a pensioner payroll.
- Understand the scheme and regulatory rules for determination of continued payment of pension benefits.
- Be able to communicate with the pension member in line with scheme, regulatory rules, organisational processes and procedures and service level agreements as required.
5
Providing Pension Scheme Information
Verified
Key Learning Objectives:
- Know the criteria for membership of UK pension scheme/s.
- Be able to provide information to potential members of UK pension schemes.
- Be able to provide information to members where their changing circumstances can impact on their potential pension benefits/rights.
6
Transferring into and out of Pension Schemes
Verified
Key Learning Objectives:
- Understand the regulations and requirements placed on pension schemes when dealing with transfers.
- Be able to meet all requirements and verify all data to enable pension transfers both into and out of a pension scheme.
7
Working as a Member of the Pensions Team
Verified
Key Learning Objectives:
- Be able to work effectively as part of a pensions team.
- Understand the importance of clear and timely communication with scheme members.
- Be able to consistently meet the customer service standards defined for the pensions team.
Regulatory & Verification Details
- Qualification Number (QN)
- 600/4971/6
- Regulated Status
- Available to learners
- Awarding Body
- KPA
- Qualification Type
- Occupational Qualification
- Operational Start
- Apr 2012
- Operational End
- Mar 2028