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.
Find out more about the Trustee toolkit and why it's the most popular way for trustees to learn about their role.
Learn more about the modules and the topics they cover.
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.
See TPR's guidance for trustees, pension managers and administrators on checking, proceeding with and refusing transfer requests from scheme members.
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.