Trustee toolkit online learning
Go to the Trustee toolkit 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.
If you are a trustee, or considering becoming one, you need to understand what you need to do first, how you can work out if your scheme is being run well, and your role and responsibilities.
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.
To carry out your role as a trustee effectively, you need to be aware of pensions legislation, trust law and good practice.
Pension scheme members can now access their pension savings in new ways and scammers will try to tempt them with promises of one-off investments, high returns, pension loans or upfront cash. Most of these are bogus.
Guide for new trustees (PDF, 105kb, 6 pages)
Get to grips with your obligations in your new role
Trustee knowledge and understanding
The law requires that trustees have knowledge and understanding of (among other things) the law relating to pensions and trusts, as well as the principles relating to the funding of pension schemes and the investment of scheme assets