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


News from the Pensions Regulator


Dealing with transfer requests

See TPR's guidance for trustees, pension managers and administrators on checking, proceeding with and refusing transfer requests from scheme members.

Annual Funding Statement – our expectations for DB schemes carrying out a valuation

This year’s Annual Funding Statement sets out specific guidance on how to approach valuations under current conditions. Read the AFS to understand the key risks schemes should focus on based on their circumstances and the actions we expect to be taken.

The Pension Schemes Act

Find out what The Pensions Regulator is doing to help people understand the new duties and powers in the Pension Schemes Act 2021.