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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.

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.

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