• Welcome to The Trustee toolkit


    The Trustee toolkit is a free, online learning programme from The Pensions Regulator aimed at trustees of occupational pension schemes. 

    The Trustee toolkit includes a series of online learning modules and downloadable resources developed to help you meet the minimum level of knowledge and understanding introduced in the Pensions Act 2004. You can find more information about the Trustee knowledge and understanding requirements on The Pensions Regulator's website.



    About the Trustee toolkit


    Why should I use the Trustee toolkit?

    Find out more about the Trustee toolkit and why it's the most popular way for trustees to learn about their role.

    Trustee toolkit modules

    Learn more about the modules and the topics they cover.

    Assess your learning needs

    Download our tools to assess your needs and find related learning in the toolkit.


    News from the Pensions Regulator



    Help us improve the trustee toolkit by participating in our user testing

    We are planning to update the content in the trustee toolkit. As part of this work, we are changing the software we use to create the modules and we need your feedback.

    To help us design this so that it meets your needs, we are seeking the help of lay and professional trustees who use the toolkit to participate in user testing of a prototype module. Your participation will provide valuable insights into the clarity, usability, and effectiveness of the updated modules.

    By participating in our user testing sessions, you'll have the opportunity to:

    • Experience a prototype of an updated module
    • Provide your insights on the usability and effectiveness of the updated module
    • Share your thoughts on how we can further enhance the trustee toolkit to better meet your learning needs

    Please contact us if you would like to participate at tpr_research@tpr.gov.uk. Please put TTK research into the subject line.

    Start preparing for Pensions dashboards

    As a pension trustee or scheme manager, you will need to connect with and supply pensions information to savers through dashboards. Read more in TPR's Pensions dashboards initial guidance.

    TPR publishes action plan to boost diversity and inclusion across trustee boards

    TPR are committed to promoting high standards of diversity and inclusion among our regulated community. Read more in TPR's action plan.