Pensions Training

If you have responsibility for your company’s pension scheme, we know that it’s not a duty you take lightly.

To ensure you have the help and support you need to carry out your obligations to your pension scheme and your scheme members, we run a series of workshops designed to support you.

In addition to those detailed below, we can design and run bespoke courses to meet any specific needs you and your colleagues may have. Contact us to find out more.


  • Trustee Training Toolkit
  • Developing Trustee Training Workshop
  • DC Pension Workshops
  • As a trustee, you must attain the minimum level of knowledge and understanding required under the Pensions Act 2004. The Trustee toolkit from the Pension Regulator was designed to help you achieve this. However, it can be difficult to find the time to complete it when faced with the pressures of the normal workplace.

    That’s why we offer dedicated half day workshops held regularly in London and Manchester. One of our experienced Governance Consultants will be on hand to guide you through the modules and downloadable resources that make up the Trustee Toolkit.

    Our aim is for you to attain your certificate at the end of the workshop and also provide you with an opportunity to meet and network with fellow trustees in an informal environment.

    Cost of attendance is £250 plus VAT.

  • If you are a new trustee (or new to pensions), your new role may feel daunting. To help you, our Pension Development programme covers the basics of:

    • Trusteeship
    • Investment
    • Governance
    • Funding principles
    • Pension scheme risk management

    The workshop is interactive and structured to allow you to select only the sessions that are relevant to your role and scheme type. Those sessions include:

    • Company pensions and state pensions
    • Legal background to the trustee/governance committee member role
    • Trustees’ duties, responsibilities and powers
    • Pensions and tax legislation
    • Financing and investment fundamentals
    • Managing and administering the scheme
    • Communication and disclosure
    • Current topical issues.

    In addition, we run one-off special sessions covering matters of topical interest.

    Cost of attendance is £450 + VAT including lunch and copies of your course materials.

  • If you are a Pension Manager, sit on a Group Personal Pension Plan (GPPP) Committee or are a Trustee of a Defined Contribution (DC) arrangement, staying on top of the constantly shifting pensions landscape is vital to your role.

    To help you, we have developed a targeted training and education programme that is designed to meet the ongoing requirements of all involved in the provision of DC arrangements to ensure the right outcomes for scheme members.

    Whether you are just embarking on your journey, or have years of experience, our one day course could help you by covering the basics of:

    • Trusteeship
    • Investment
    • Governance
    • Value for money
    • Company pensions and state pensions
    • Legal background to the trustee /governance committee member role
    • Trustees’ duties, responsibilities and powers
    • Pensions and tax legislation
    • Managing and administering the scheme
    • Current topical issues.

    Cost of attendance is £450 + VAT including lunch and copies of your course materials.