Trustee Training Directory

At PTL we believe education is at the heart of good governance. The Trustee Training Directory is a comprehensive guide complied by PTL to help you develop in your role as a Lay Trustee.  It’s a role that  can be complex and demanding; technically and in terms of time. The role also comes with significant liability (although there are also protections).

Aon Hewitt

Types of training offered: DB, DC, PMI Award in Pension Trusteeship, tailored scheme specific training courses also offered

Level: Various Levels

Location: London, Leeds, Manchester, Surrey + On-site

To book click here

AMNT

Trustee Training offered click here

Barnett Waddingham

Types of training offered: Trustee Training,  investment trustee training + bespoke courses

Level: Various levels

Location:  Birmingham, Leeds + London

To book click here

Capita Employee Benefits

Types of training offered: Advanced trustee training + Award in Pension Trusteeship (Defined Benefit & Defined Contribution)

Level: Various levels

Location:London + On-site

To book click here

Eversheds

Types of training offered: Trustee + employer responsibility

Level: Various levels

Location: London, Leeds, Manchester, Newcastle, Birmingham + Cardiff

To book click here

First Actuarial

Types of training offered: Trustee Training, Intro and Investment

Level: Various levels

Location: London

To book click here

Mercer

Type of training offered: Pensions Knowledge DB (basic + advanced), Pensions Knowledge DC (basic + advanced)

Level: Basic + Advanced

Location: London, Manchester, Birmingham, Leeds + Edinburgh

To book click here 

PLSA

Type of training offered: Understanding UK Pensions, Introduction to Investments, Introduction to Trusteeship, Working as a Trustee in practice, Managing DC pensions, Assets & liabilities in DB schemes, The employer covenant

Level: Various levels

Location: London

To book click here

Pensions Management Institue (PMI)

Types of training offered: PMI Secretary to Trustee Seminars

Level: Various levels

Location: London

To book click here