The trustee role is an important one. Committed and conscientious trustees play an essential part in the proper running of pension schemes.
Our aim is to provide you with support and guidance to carry out your role with confidence. And in turn, we ask that you engage in clear, open communication with us, providing us with information as and when required.
As well as our guidance, our Trustee toolkit offers an interactive e-learning programme - it's free, easy to use and you can learn at your own pace.
Guidance for trustees
an overview of the trustee role
Relations with advisers
getting the best service from your advisers
Scope documents for trustee knowledge and understanding
what the regulator considers you should know and understand as a trustee
Codes of practice
practical guidance on complying with pensions legislation and the standards of conduct we expect - many are relevant to trustees
Lump sum death benefits
guidance on paying lump sum death benefits
Cross-border schemes
guidance on applying to the Pensions Regulator for authorisation and approval for your scheme to operate as an EU cross-border scheme
The trustee register
applications to the register are accepted from corporate and individual professional trustees
| Related pages |
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| Codes of practice |
| Regulatory guidance |
| TKU scope documents |
| Trustee register |
| Related documents |
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| Guidance for trustees (PDF version) |
| Governance report (PDF) |
| Governance survey presentation slides (PDF) |
| Related websites |
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| The Trustee toolkit |
| Forms |
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| Appointing a trustee request (PDF) |