Here you can download resources – such as PDF versions of the toolkit tutorials – to learn offline.
Create your own study planner
This sample study planner shows how you can break down the learning into bite-size pieces
Complete the worksheet to understand your own scheme in relation to the learning from this module
Find out about the different types of occupational pension schemes.
Discover the different benefits available to the members of pension schemes at pension age, divorce and death of the member.
Find out what a trust is, the types of trustees and who can become one, plus how trustees are appointed.
Learn about the relevant documents for your scheme.
In this scenario you will meet a work colleague, Adam, who is currently a trustee of the company pension scheme.
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.
Steven talks about what it's like being a trustee.
