Trustees are vital to providing good quality trust-based pensions and protecting members' benefits. Guidance and resources to help you in your important and challenging role.
Understand your wide range of duties as a trustee. Find information on becoming a new trustee and running a scheme well.
How to set a purpose and strategy, manage risks and conflicts of interest, and make sure the scheme provides value for members.
Information to provide to scheme members including communications about retirement options, scams warnings and responding to requests from members.
Information about investment governance and strategy including how to decide your funding approach, manage risks and recovery plans.
How to submit a scheme return or recovery plan, pay the levy, request a trustee appointment and update registrable information using our online service Exchange.
What happens if you don't meet scheme duties, paying penalty notices and appealing against enforcement notices.
How to go about winding up a defined contribution or defined benefit pension scheme in an effective manner.
The register of trustees who fulfil certain legislative conditions. The Pensions Regulator is required to compile and maintain the register.
If you are a professional pension trustee we expect you to show a greater level of knowledge and meet higher standards than other trustees.
We provide a free online learning programme called the Trustee Toolkit which you should complete, unless you arrange the equivalent learning. You must log in or sign up to use the Trustee Toolkit.
Detailed guidance on how to meet legal requirements and the standards set out in our code of practice.
