Client feedback


We now have a very collaborative approach between trustees and employer.
Peter Millard,
Company Secretary, TRL Limited
I learnt more than I expected to at the trustee training course. A good introduction to the trustee role.
Rob Hartley,
RSPCA
Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!
Tom Graham,
Star Group Pension Scheme
They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.
Sally-Anne Borrill,
T-Systems
When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.
Thanks for all your help!
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Pension trustee training

Keeping knowledge and understanding up to date is a must for 21st century trustees to meet Pensions Regulator requirements.

We are strong believers in the importance of effective, targeted training to improve pension trustee knowledge and understanding (TKU) and regularly run courses covering real life examples and topical pension issues as well as the Pensions Regulator’s (tPR) scope guidance.

Our courses include:

  • trustee knowledge & understanding for new pension trustees
  • core knowledge refresher sessions for more experienced pension trustees
  • training for the 21st century trustee - covering governance, strategic thinking & risk management and effective board dynamics
  • bespoke training for individual trustee boards - for example, ahead of an investment strategy review or pension scheme valuation

All of our training courses for pension trustees are interactive, with plenty of practical examples and opportunities for discussion and questions. Click here to see our latest course dates.

Trustee training tools

Our trustee training needs analysis highlights where knowledge gaps exist and additional training is required. Our pension trustee effectiveness self-assessment questionnaire helps you assess the structure and function of your trustee board, how well your trustee meetings work and the strength of your pension scheme governance arrangements.

From these we can build a specific trustee training plan or conduct a more in-depth trustee board effectiveness review to more fully meet tPR's 21st century trusteeship requirements.

You can learn more about or register for one of our trustee training course here. If you’d like to find out more about our trustee training tools or bespoke course, please contact us.

Speak direct to our specialist in this area

Picture of James Double independent trustee at PSIT

James Double

Head of Trusteeship

Or call us on:

0845 313 0024

Read more

Trustee board effectiveness reviews

How effective is yours?

Pension trustee effectiveness self assessment

Download our free questionnaire to start your trustee board review now

Q&A with Professional Pensions

Clare Owen speaks about our latest trustee board research

Download the results

Only 56% of pension trustee boards assess their performance

Blog

The effectiveness (or not) of trustee boards

Case study

Smooth operations


Call: 0845 313 0024

online enquiry