- Overview: I am a new pension scheme trustee, what do I need to do?
A quick guide on what's expected of you in your role as a trustee
- Overview: How do I know my scheme is being run well?
A quick guide on ensuring your scheme is well run
- E-learning: Trustee toolkit
A free, easy-to-use e-learning programme designed for busy trustees to help you understand your role - sign up and complete the e-learning in your own time.
- Bite-sized learning: Statutory employer
Complete this 10-minute e-learning module to help you accurately identify your scheme’s statutory employer
- Bite-sized learning: Learning resources
Take a look at our bite-sized learning modules for a brief overview on: record-keeping, governance, transfer incentives, multi-employer schemes, employer covenant, statutory employer
- Checklist: Workplace pensions reform: 5-step action checklist for trustees (PDF, 132kb, 2 pages)
A checklist to help you ensure your scheme is ready to be used for automatic enrolment
- Guide: 5 simple steps for trustees to improve scheme administration (PDF, 185kb, 4 pages)
Download this brief guide to help you ensure your scheme records are complete and accurate
- Guide: Keeping member records up-to-date (PDF, 246kb, 1 page)
Download this one-page prompt sheet for suggestions on how you can work with your administrator to ensure accurate member records
Committed to increasing confidence and participation in work-based pensions