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Trust-based pension schemes: trustee and employer responsibilities

Who should attend

Newly appointed trustees, experienced trustees in need of an update, HR, finance and payroll professionals with pensions responsibilities, company directors will benefit from this Trust-based pension schemes training course.


Pension trustees are required by law to be familiar with pensions and trust law, scheme funding and investment principles and their scheme’s governing documentation. This course is designed to give those with responsibility for trust-based pension schemes the knowledge needed to run their scheme more effectively.


The different types of pension scheme

  • defined contribution (DC) and defined benefit (DB)
  • what have you promised
  • more than one scheme or sections

Nature of trusteeship

  • what are trusts?
  • the role and responsibilities of trustees
  • trustee knowledge and understanding: what trustees must know by law
  • trustee liability and forms of protection

Running a DB scheme

  • governance requirements
  • decision-making and conflicts of interest

Running a DC scheme

  • governance requirements
  • monitoring costs and charges

Regulatory framework

  • the Regulator’s role and powers
  • tax angles
  • member complaints: resolving dispute

Basics of funding, investment and contributions

  • statutory funding regime and actuarial valuations
  • fundamentals of investment for DB and DC

Download the full Trust-based pension schemes training course programme.

Employees and mental health training


Cost: £499

All prices are exclusive of VAT

Group discount:

10% discount for delegate 2 and subsequent delegates.

Online payment discount: 10%

Select a date

Forthcoming events and seminars