Here you can download resources – such as PDF versions of the toolkit tutorials – to learn offline.
See a sample risk register
Descriptions of the common advisers and service providers you may work with as a trustee
Pensions manager Sarah Foster talks about the record-keeping problems she faces with her large scheme at Finch Holdings.
Complete the worksheet to understand your own scheme in relation to the learning from this module
Here you will be introduced to the pensions legislation with which, as a trustee, you must comply, and look at several key areas within it.
Here you will find out about the role and powers of The Pensions Regulator, and look more closely at its relationship with trustees of pension funds.
Here you will look at the tax privileges that pension schemes enjoy, and find out about the state pension and its relation to occupational pensions.
Find out what you should do when a member of your pension scheme has a complaint. You also look at the options the member has when internal procedures fail to resolve the dispute.
In this scenario you find out that someone is leaving the board. Beatrice the scheme lawyer attends the meeting to give a briefing.
You and your fellow trustees will meet Charlotte, an independent trustee who has joined the board. You will also have to address a number of member disputes.