- E-learning: Trustee toolkit
Recommended first step for trustees: free e-learning programme providing an overview of the trustee role
- Bite-sized learning: 8-minute overview: Transfer incentives
Sets out what a transfer incentive may look like, why trustees need to get involved and the 5 principles a transfer incentive exercise must follow
- Bite-sized learning: 3-minute overview: Multi-employer schemes
A reminder for trustees of multi-employer DB schemes of the key ares of consideration for their schemes
- Bite-sized learning: 10-minute overview: Departures from a multi-employer scheme
Case example illustrating what happens when an employer departs a multi-employer scheme
- Bite-sized learning: 8-minute employer covenant overview
Helps trustees understand what the employer covenant means for their scheme
- Bite-sized learning: 2-minute record-keeping review
Provides a flavour of the key impact of the effects of missing or inaccurate data
- Bite-sized learning: 12-minute record-keeping module
Explains why accurate and complete data is important for pension scheme trustees
- Bite-sized learning: 2-minute governance safety check
Asks if you have the internal controls in place to manage risk and the right people to manage your scheme
- Bite-sized learning: 12-minute governance overview
Highlights the key principles and internal controls involved in managing risk
- Online programme: Pensionwise
Sets out the role and responsibilities for employers of trust-based DC schemes. Note: also relevant for employers offering DB schemes with DC sections
Committed to increasing confidence and participation in work-based pensions