Trustee training

We support our members through high-quality pensions education and training that provides the skills and knowledge they need across the complex world of pensions.  

Our popular trustee training sessions are presented online in 2021 (with sessions split over two days). 

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. 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 courses

Trusteeship - part 1: The theory: 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

Trusteeship - part 2: The practice: 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