Create an account and get started straight away.
Welcome to the Trustee toolkit, the most popular way for trustees to meet the level of knowledge and understanding required by law.
Why should I use the Trustee toolkit?
Free for all customers
Interactive modules with case studies and quizzes
Study whenever and wherever you want, online or offline
Save your progress in your personal account and dip in and out at a pace that suits you
Review your assessment answers to find out where you need to focus your studies
Download and share your development record as proof of your achievements
Optimised for tablets, laptops / pcs and screen readers
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What is the toolkit?
There are 11 learning modules: five core modules aimed at all trustees, four aimed at trustees of DB schemes and two aimed at trustees of DC schemes. There are also four additional learning modules for trustees who may be winding up their DB or DC scheme. Find out more about the modules.
The modules are broken down into smaller scenarios which follow the board of a DB scheme with a DC section as they govern the scheme and attend trustee meetings, dealing with issues, meeting advisers and communicating with members along the way.
As you work through the scenarios you will take part in trustee discussions as a member of the board and your knowledge will be tested through 'decision point' questions. Depending on your answer you may be directed to technical tutorials to learn more about the topic such as risk management and internal controls, default investment options for DC schemes or recovery plans for DB schemes.
Each module has an assessment to test your knowledge which, if passed, is added to your development record. You can download and share your development record as proof of your achievements.
Our video guides you through some updates we made to the Trustee toolkit earlier this year, showing you what to expect once you've signed up for your account.
How should I work through it?
You can study in the way that best suits you.
Online, offline, bite size chunks, assessment first, module first, in any order you like - it's entirely up to you.
I'm a new trustee
If you're just starting out as trustee, we recommend you begin with the scenarios in each module. As you answer questions about the topic at hand, you'll be directed to more technical tutorials if you need to learn more about it. We suggest you start with the first module 'Introducing pension schemes' as the later modules expect you to have already studied the basics.
I'm an experienced trustee
If you're more experienced, we recommend you start with the assessments to test your knowledge. When you review your answers, you'll be directed to tutorials to fill specific gaps in your knowledge helping to keep your learning time focused on the areas you need most.
"I think it is one of the best online learning packages I have ever seen."
DC trustee, completed the Trustee toolkit