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
Resources to help you get to grips with the basics of your role
Featured:
- Recommended first step: Trustee toolkit Sign up and complete our free e-learning programme
- 5-step action checklist for trustees (PDF, 132kb, 2 pages) Using your scheme for automatic enrolment
In depth
Guidance for trustees on ensuring work-based pension schemes are well run
Including:
- Trustee role & TKU
- Automatic enrolment
- Scheme governance
- Defined benefit (DB) funding
- Defined contribution (DC) arrangements
- Reporting and registering
Featured:
- Understanding and managing your hybrid scheme (PDF, 82kb) Understand the structure of your hybrid scheme
- Pension schemes (PDF, 497kb, 31 pages) Detailed guidance on criteria for schemes to be used for the new employer duties
Explaining work-based pensions to others
Information and resources to help you explain pensions to employers and employees.
- Making your retirement choices - Think before you choose (PDF, 156kb, 23 pages) A guide to help members make good decisions about their retirement income
What to do if you:
want to find out more about the abolition of contracting out on a DC basis
download the Trustee factsheet (PDF) from the DWP website - you'll need to plan for the changes by discussing the abolition with your associated employers(s) and advisers
want to register a scheme with the regulator
use our online system Exchange to register your scheme or update scheme information
want to know what a scheme return is and why you have to complete it
go to Exchange to find out more - you can log in and complete your scheme return online
