Trusteeship - part 1: the theory

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. As a live, interactive course, it brings to life the Pensions Regulator's Trustee Knowledge and Understanding requirements. 

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

COURSE DATES

Book Thurs 18 Sep 2025

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

For more information about this course please contact Hollie Webb:

020 7601 1728  |  [email protected]

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.