Skip to main content

Your browser is out of date, and unable to use many of the features of this website

Please upgrade your browser.


This website requires cookies. Your browser currently has cookies disabled.


Trustees are vital to providing good quality trust-based pensions and protecting members' benefits. Guidance and resources to help you in your important and challenging role.

Understanding your role

Your duties are wide-ranging - from the collection of contributions to the investment of assets and payment of benefits. Scheme members look to you to make sure that their pension benefits are secure.

Managing DB benefits

The areas of defined benefit (DB) scheme management key to ensuring a well-run and well-funded scheme.

Managing DC benefits

You need to focus on a number of areas if your scheme provides defined contribution (also known as ‘money purchase’) benefits.

Submit reports payments and requests to us

How to submit a scheme return or recovery plan, pay the levy, request a trustee appointment and update registrable information using our online service Exchange.

Managing a scheme with mixed benefits

If you run a scheme that offers mixed benefits (sometimes known as a 'hybrid scheme') you need to manage the defined benefit (DB) elements as if they were a DB scheme and manage the defined contribution (DC) elements as if they were a DC scheme.

Independent trustee register

The Pensions Regulator is required by statute to compile and maintain a register of trustees who fulfil certain legislative conditions. The regulator meets this requirement through the creation and maintenance of its trustee register.

21st Century Trusteeship

Our campaign to improve the standard of trustees managing workplace pensions.

Professional pension trustee standards

If you are a professional pension trustee we expect you to show a greater level of knowledge and meet higher standards than other trustees.

Trustee toolkit online learning

We provide a free online learning programme called the Trustee toolkit which you should complete, unless you arrange the equivalent learning. You must login or sign up to use the Trustee toolkit.

Go to the Trustee toolkit