• E-learning: Trustee toolkit

    Recommended first step for trustees: free e-learning programme providing an overview of the trustee role

  • Bite-sized learning: Statutory employer

    10-minute module on how to identify your statutory employer

  • Bite-sized learning: 6-minute course: DC Scheme return

    Published: August 2011

    A brief overview of why you have to complete a scheme return for your DC scheme and how to do it using our online system Exchange

  • Bite-sized learning: 4-minute course: DB Scheme return

    Published: January 2011

    A brief overview of why you have to complete a scheme return for your DB scheme and how to do it using our online system Exchange

  • Bite-sized learning: 8-minute overview: Transfer incentives

    Published: July 2010

    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

    Published: July 2010

    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

    Published: July 2010

    Case example illustrating what happens when an employer departs a multi-employer scheme

  • Bite-sized learning: 8-minute employer covenant overview

    Published: June 2010

    Helps trustees understand what the employer covenant means for their scheme

  • Bite-sized learning: 2-minute record-keeping review

    Published: February 2010

    Provides a flavour of the key impact of the effects of missing or inaccurate data

  • Bite-sized learning: 12-minute record-keeping module

    Published: February 2010

    Explains why accurate and complete data is important for pension scheme trustees

  • Bite-sized learning: 2-minute governance safety check

    Published: December 2009

    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

    Published: December 2009

    Highlights the key principles and internal controls involved in managing risk

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