For 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.
The essentials
Recommended first step:
The Trustee toolkit
Developed to help busy trustees meet the requirements for trustee knowledge and understanding (TKU), the toolkit sets out the basics of your role and helps identify and remedy gaps in your knowledge.
Featured:
- Sign up and complete the Trustee toolkit E-learning programme - it's free and easy to use
- New: Bite-sized: 8-minute overview: Transfer incentives
In depth
Guidance for trustees on ensuring work-based pension schemes are well run.
Including:
- Trustee role & TKU
- Scheme governance
- Defined benefit (DB) funding
- Defined contribution (DC) arrangements
- Reporting and registering
Featured:
- New: Statement: The Consumer Prices Index (CPI) Managing changes to the Consumer Prices Index
Explaining work-based pensions to others
Information and resources to help you explain pensions to employers and employees.
- Guide for employers: Talking to your employees about pensions What employers can do to help scheme members make decisions about their pension
- Making your retirement choices: think before you choose Note: This guide is currently being updated
What to do if you: