This is a transcript for the example training record to support the governing body – internal controls guidance.
XYZ staff DC pension plan trustee knowledge and understanding training log
| Trustee | Date | Training provider | Course title | Duration (hours) |
|---|---|---|---|---|
| A Bloggs Total hours: 38 |
30/11/2006 | Scheme lawyers | Initial training | 7 |
| 13/12/2006 | The Pensions Regulator | TKU e-learning modules - DC | 21 | |
| 11/05/2007 | Scheme consultants | Investment asset classes | 7 | |
| 19/09/2007 | IFA | Retirement options | 1 | |
| 12/03/2008 | Scheme consultants | New member booklet review | 1 | |
| 26/03/2009 | Administrator | Governance of a DC scheme | 1 | |
| TBC | TBC | Record keeping standards | TBC | |
| Z Smith Total hours: 33 |
06/12/2005 | Scheme lawyers | Initial training | 7 |
| 13/12/2006 | The Pensions Regulator | TKU e-learning modules - DC | 18 | |
| 11/05/2007 | Scheme consultants | Investment asset classes | 7 | |
| 16/09/2008 | Scheme consultants | Default funds | 1 |