Trustees
Knowledgeable, committed and conscientious trustees are vital to the provision of high quality trust-based pensions and are key to protecting members' benefits. We provide guidance and resources to help you carry out your important and often challenging role.
Understanding your role
- An introduction to trusteeship
- Detailed guidance for trustees
- Latest on the trustee role
- Conflicts of interest
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Information About the Trustee toolkit
Increase your trustee knowledge and understanding
Managing your scheme
- Investments, funding & risk
- Scheme administration
- Record-keeping
- Effective communications
- Closing a scheme
- Pension liberation fraud
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Statement Defined Benefit (DB) annual funding statement (PDF, 90kb, 8 pages)
Our views on acceptable approaches to the valuation process
Auto enrolment & the role of trustees
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Checklist Five step action checklist for trustees (PDF, 55kb, 2 pages)
Workplace pensions law has changed and every employer will have to act
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Information Automatic enrolment registration
You may be asked to register on behalf of an employer
Independent trustee register
Find out about our Independent Trustee Register and what you need to do to join it.
