Trustee Training

Pensions can be a difficult and complex area. A most effective way to ensure successful trusteeship is through suitable trustee training. Employers are required to arrange trustee training for each pension scheme trustee within six months of their appointment and at least every two years thereafter. Employers have until 1 February 2012 to arrange training for existing trustees. The compulsion to arrange training for trustees was put on a statutory footing on 1 February 2010.

How we can help

The Pensions Group provides practical, Pensions Board approved trustee training either tailored to individual organisations or at sessions with participants from different organisations.

The emphasis in the training is on the practical application of the trustee role and includes recent, real life case studies of the types of issues trustees commonly encounter.

Other trustee-related services we provide include:

• Trustee secretarial services
• Compliance audit review
• Trustee guidance related to:
  • Compliance with the Pensions Act
  • Compliance with Revenue requirements
  • Investment reponsibilities
  • Compliance with Trust Law