Client feedback

“In any major corporate transaction, time is of the essence. PSGS's pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties. ”
David Wilman,
CFO at Survitec Group
“Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!”
Tom Graham,
Star Group Pension Scheme
“Very professional and engaged service.”
Danny Nussbaum,
HR Director, Volvo
“I wanted to look at the effectiveness of our trustee board, so Gillian, our PSGS scheme secretary, provided their trustee self-assessment tool to help me gather thoughts and opinions from others on the board. The tool was extremely easy to use and asked all the right questions to help me collect the information I needed as Trustee Chair. It is a great example of the way PSGS shares knowledge with their clients and makes dealing with key governance issues easy. As well as enabling me to meet one of the Regulator’s 21st century trusteeship requirements, using the tool has flagged trustee training needs and ways we could improve trustee meetings further. ”
Claire Silvester,
Vector Aerospace
“As a pensions novice, I felt that the trustee training course gave me a good grounding.”
Will Court
“Colin provides expert trusteeship. He guides former employees not familiar with legal constraints and restrictions - he is aware of them and helps solve problems - very happy.”
image for Pension trustee training | TKU | Trustee training

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
Email James
Or call us on:

0118 207 2900

Read more

PSGS news

UK Pensions Awards 2022: PSGS shortlisted for Independent Trustee of the Year

Case study

Sole trusteeship & a successful small scheme buy in

Video

Saving tax for Bella beneficiaries

PSGS blog

The beauty of transactions

Briefing note

Trustee discretions - payment of death benefits

Case study

How a leading commercial bank benefits from using a healthcare trust

Free self assessment tool

How effective is your pension trustee board?

Call: 0118 207 2900

online enquiry