Trustees
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.
Governing the scheme
Having a clear purpose and strategy, the right skills and experience available, managing risks and conflicts of interest, and making sure the pension scheme provides value for members.
Communicate to members
Information to provide to scheme members including communications about retirement options, scams warnings and responding to requests from members.
Investment and DB scheme funding
Investment governance and strategy, and DB scheme funding requirements relating to risk management, employer covenant, scheme valuations and recovery plans.
Contributions, dashboards, data and transfers
Ensuring contributions are paid to the scheme, meeting dashboards duties, managing data and records, and dealing with transfer requests from scheme members.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.
DC or climate change penalty notices
What happens if you don't meet scheme duties, paying penalty notices and appealing against enforcement notices.
Wind up or transfer your scheme
How to go about winding up a defined contribution or defined benefit pension scheme in an effective manner.
Independent trustee register
The register of trustees who fulfil certain legislative conditions. The Pensions Regulator is required to compile and maintain the register.
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.
Employer related investments
Important information to help you avoid the risk of breaching employer related investment restrictions.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.
Detailed guidance
Detailed guidance on how to meet legal requirements and the standards set out in our code of practice.