Trusteeship – part 1: the theory

Various dates | Online training

Trusteeship – Part 1: the theory

"Learn how pension schemes work, how to be a trustee, and good scheme governance"

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

Part 1 of our popular trustee training sessions will be online from 21 September 2020 (with sessions split over two days), with parts 2 and 3 returning for 2021. We are offering a 10% reduction in fees for all online trustee training bookings. 

This course is aimed mainly at DB trustees, but certain parts of the course apply to DC schemes too.

you'll learn about

  • Pension trustee duties, responsibilities and powers
  • How trustees protect themselves against legal challenge
  • Types of advisers and advice
  • How workplace pension schemes are financed and how they value their assets and liabilities
  • Investment strategies
  • Accountability and communication
  • Good pension scheme governance

meet the trainers

Terry Ritchie

Development Director, Pinsent Masons Pension Services

Steven Keller

FIA, Principal Consultant, Aon Hewitt

Baldeep Singh

Partner, Financial Services - Pensions Assurance, EY

Stewart Murphy

Associate, Pinsent Masons


21 & 22 SEP 2020    BOOK NOW

07 & 08 OCT 2020  BOOK NOW

04 & 05 NOV 2020 BOOK NOW

Please read the terms and conditions of registration applicable to this course prior to booking. 

For more information about this course please contact Anna Dixon:

020 7601 1765  |

Well managed, balanced breadth of depth of content.
Martin Eldridge, Parker Hannifin Manufacturing.

Thorough range of topics. Opened my eyes to more areas I need to learn about.
David Naylor, ScottishPower.

Very informative, delivered in a relaxed manner.
Thomas Jamieson, Babcock International Group.

All excellent speakers – clear and easy to understand made dry material accessible and engaging.
Katherine Harvey, Crédit Agricole CIB Trustees.

Key info

course timings

First day: 09:00–12:40
Second day: 09:00–12:20


Online training


Members: £468 + VAT (online)
Non-members: £832.50 + VAT (online)


This 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.