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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.

Becoming a new pension trustee

What being a pension scheme trustee involves if you're new to the role or thinking about becoming a trustee.

Roles and responsibilities

Different types of trustee, the main duties and powers they have and their responsibilities on defined benefit and defined contribution schemes.

What new pension trustees need to know

The knowledge and understanding that trustees require and the documents they need to be familiar with.

Trustee Toolkit

Increase your knowledge and understanding using the Trustee Toolkit, our free online learning programme.

How do I know my scheme is being run well

Focusing on good outcomes for pension scheme members, and working effectively with the employer and scheme advisers.

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.

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 log in or sign up to use the Trustee Toolkit.

Go to the Trustee Toolkit

Detailed guidance

Guidance on:

  • the scope of trustee knowledge and understanding (TKU)
  • the Trustee Toolkit
  • developing a qualification for trustees

TKU guidance