Trustee training

Since the Pensions Act 2004 trustees have been obliged to ensure that they are adequately knowledgeable to carry out their functions. The regulatory expectation is that trustees will undertake regular training to comply with this requirement.

The Benefits of using us for Trustee Training

Our aim is to provide trustees with a greater understanding of four key areas of the management of their scheme.

Who would benefit from Trustee Training

Trustees of Pension Schemes – We provide a range of standard training courses for new and experienced trustees and can also provide bespoke training. Our courses are designed to equip Trustees with the essential information needed to perform this task properly and effectively.

Where is it held?

Courses can be held at your offices or at our Reading, London orLeeds offices. They can also be held offsite if you prefer.

What will I learn?

Basic Principles:

Our basic training will help you to understand the background to and responsibilities that come with your role. It will also help you to understand what to expect in your role. This level of training can also be taken by experienced trustees as a refresher to what you already know and to update you on new regulations. Topics covered are:

  • The basic framework of pensions
  • The operation of a board of trustees
  • The issues you’ll deal with
  • How trustees are supervised

Defined Benefit Scheme – Additional Support Session:

This training is aimed at both experienced and recently appointed trustees of defined benefit schemes and goes deeper into four key areas of governance:

  • How to assess the employer’s covenant
  • Investments and the investment process
  • The post-Pensions Act 2004 actuarial process
  • Risk management and the Internal Controls Code of Practice


Please contact a member of our team to discuss Trustee Training further on 0118 957 0610 or email