Trustee Training

Trustee training

"Learn the theory and practice of being a pension scheme trustee on our popular courses"

The most important ingredient of good pension scheme governance is the people who provide it: pension scheme trustees. They play an important, complex and rewarding role in delivering good outcomes for scheme members. 

Our trusteeship courses help new trustees and people interested in becoming a trustee to understand their role and responsibilities and the issues they’ll deal with – and put it into practice with boardroom simulation exercises. 

Class sizes are small, participation is high and the instruction is expert. Through group work, case studies and an open and supportive learning environment, we’ll improve attendees’ knowledge and impact and make them the best trustees they can be.

Our training qualifies for up to 5 hours per course CPD under the PMI CPD Scheme and may qualify for CPD hours under the schemes of other professional bodies.



Our expert, independent trainers take trustees with less than 12 months’ experience – including no experience at all – and anyone needing a refresher through how pension schemes work, what is expected of them and how to apply good scheme governance.  More


With support and guidance from independent experts, trustees with some experience will take part in boardroom simulations to learn how to approach the issues they’ll face in their roles.  More


This course is aimed at those who have been in their trustee roles for two to three years, who are familiar with the basic principles of trusteeship and accustomed to attending trustee meetings - but who are keen to hone their skills and improve their effectiveness as a trustee.  More


Get in touch

For more information about trustee training contact:
0207 601 1765



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Calendar of trustee training

Trusteeship - Part 1: The theory (IT1910)

Trustee Training
09 Oct | 09:30-16:00 | London

Trusteeship - Part 1: The theory (IT1911)

Trustee Training
06 Nov | 09:30-16:00 | London

Trusteeship - Part 2: The practice (IP1911)

Trustee Training
20 Nov | 10:00-16:00 | London

Schemes we've trained

Pension schemes we've trained include:

AirbusGroup  |  Allied Irish Bank  |  Babcock International Group  |  BAE Systems  |  BASF  |  Cargill  |  Crédit Agricole CIB Trustees  |  Financial Conduct Authority Pension Scheme  |  John Lewis Partnership  |  Leonardo  |  Marks & Spencer  |  Mercedes-Benz UK  |  National Grid  |  NFU Mutual  |  Parker Hannifin Manufacturing  |  Premier Farnell  |  Scottish Power UK  |  The Crown Estate Pension Scheme  |  TUI Group UK Pension Trust  |  Whitbread Group