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.
What happens if you don’t meet scheme duties, paying penalty notices and appealing against enforcement notices.
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.
