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Learning is designed using specific pedagogy/theories to ensure the learning meets desired objectives and outcomes.

Trustee toolkit (TTK)

A product providing structured elearning to educate trustees about trustee knowledge and understanding (TKU).

Public Service toolkit (PSTK)

The Public Service toolkit was developed to support those running public service pension schemes in acquiring the minimum level of knowledge and understanding they need in accordance with Public Service Pensions Act (Northern Ireland) 2014.

The TTK and PSTK are for learning material that has been specifically developed with clearly defined objectives and measures which aim to change behaviour, develop skills, expertise, knowledge and/or mindset.

Each course contains an elearning module (available in online HTML and offline PDF), an assessment, a check their scheme worksheet and key point summary.

The learning content within the toolkits has been designed to a specific format that is optimised for online learning – each module has a scenario and associated tutorials for more in-depth learning.

What goes on TTK/PSTK

Content can be generally can be commissioned under these scenarios:

  • Minor change – to replace/add to existing content in the same cohort (1-2 months design/development time)
  • Medium change – to develop a new product for a new cohort (3-4 months design/dev time)
  • Significant change – to amend existing modules and including assessment, reporting and data changes (3-4 months design/dev time)

What does not go on TTk and PSTK

It will not go on the TTK/PSTK if it:

  • does not have clearly defined learning objectives
  • has not been through a learning design assessment
  • has not considered the audience and behaviours that the TTK and PSTK is aimed at
  • has not been fully tested including that existing user progress data is maintained
  • is more suited to the website channel or social media channel

Where learning differs from information/guidance published on the website

Learning is the process of acquiring new, or modifying existing, knowledge, behaviours or skills, whereas guidance is facilitating people through a process. However, there are shared characteristics where both learning and guidance can:

  • impart knowledge and information
  • improve awareness and understanding

As a result, it can be easy to mix the purpose of where certain types of content should be published. However users will have developed/preconceived expectations which will determine where they will go to find things.

Elearning user needs

The table below provides examples of user expectations, types of content and the channel they are likely to use to meet their need.

User needs/expectations Elearning Website
  • Required to show due diligence
  • Need to maintain and demonstrate continuing professional development
  • Pension scheme board member/professional trustee

I need to know what is expected

So that I can show evidence and download my development record for my training file that demonstrates I have completed the toolkit to the scheme manager(?)

Modules, assessments and development certificate


To keep up to date with industry, policy and legislative changes

As a Professional trustee/adviser

I need to communicating changes to scheme members/clients

So that I can provide sound advice and meet the standards and obligations of my role

  • TPR website
    • guidance
    • news updates
  • Social media