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.
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.