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:
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.
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.
Sole trusteeship & a successful small scheme buy in
Saving tax for Bella beneficiaries
Trustee discretions - payment of death benefits
How a leading commercial bank benefits from using a healthcare trust
How effective is your pension trustee board?
20 PSGS professional trustees accredited under the PMI’s Aptitude programme
Trusteeship is all about relationships