Here you can download resources – such as PDF versions of the toolkit tutorials – to learn offline. 


        
 
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Study planner
Word document trustee-toolkit-study-planner.doc

Create your own study planner


0.71Mb, 1 page


General study planner - Sample
PDF document example-trustee-toolit-study-planner.pdf

This sample study planner shows how you can break down the learning into bite-size pieces


0.05Mb, 1 page


Introducing pension schemes - Check your scheme worksheet
PDF document Introducing pension schemes _Check your scheme worksheet.pdf

Complete the worksheet to understand your own scheme in relation to the learning from this module


0.04Mb, 5 pages


Introducing pension schemes: Tutorial 1/4 - What is a pension scheme?
PDF document introducing-pension-schemes-tutorial-one.pdf

Find out about the different types of occupational pension schemes.


0.21Mb, 8 pages


Introducing pension schemes: Tutorial 2/4 - Benefits
PDF document introducing-pension-schemes-tutorial-two.pdf

Discover the different benefits available to the members of pension schemes at pension age, divorce and death of the member.


0.13Mb, 7 pages


Introducing pension schemes: Tutorial 3/4 - What is a trustee?
PDF document introducing-pension-schemes-tutorial-three.pdf

Find out what a trust is, the types of trustees and who can become one, plus how trustees are appointed.


0.47Mb, 6 pages


Introducing pension schemes: Tutorial 4/4 - Important documents
PDF document introducing-pension-schemes-tutorial-four.pdf

Learn about the relevant documents for your scheme.


0.21Mb, 4 pages


Introducing pension schemes: Scenario 1/2
PDF document introducing-pension-schemes-scenario-one.pdf

In this scenario you will meet a work colleague, Adam, who is currently a trustee of the company pension scheme.


0.19Mb, 4 pages


Introducing pension schemes: Scenario 2/2
PDF document introducing-pension-schemes-scenario-two.pdf

In this scenario Adam will introduce you to Tony, the pension scheme administrator for the company scheme. Tony will tell you more about what the role of trustee involves.


0.15Mb, 4 pages


Introducing pension schemes: Case example 1/1 - Steven Fieldman
PDF document case-example-steven-fieldman-v1.pdf

Steven talks about what it's like being a trustee.


0.08Mb, 2 pages


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