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.
An introduction to trusteeship
As a trustee you need to understand your duties, if your scheme is being run well, and your role and responsibilities. You can use our Trustee toolkit to learn about pensions and being a trustee.
Ongoing learning and development
You're strongly recommended to review your trustee knowledge and understanding (TKU) at least annually and to carry out learning to fill any gaps you identify.
Detailed guidance for trustees
To carry out your role as a trustee effectively, you need to be aware of pensions legislation, trust law and good practice.
Protect your members from scammers
Pension scheme members can now access their pension savings in new ways and scammers will try to tempt them with promises of one-off investments, high returns, pension loans or upfront cash. Most of these are bogus.
Related content
- Guide for new trustees (PDF, 105kb, 6 pages)
Get to grips with your obligations in your new role - Trustee knowledge and understanding
The law requires that trustees have knowledge and understanding of (among other things) the law relating to pensions and trusts, as well as the principles relating to the funding of pension schemes and the investment of scheme assets
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.