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
Trustees must ensure climate advisers have the right skills
Trustees must ensure they get the advice they need from appropriately skilled and competent advisers.TPR published its guidance to help trustees of certain schemes meet tougher standards of governance and reporting in relation to climate-related risks and opportunities.
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.