Trustee Training & Re-Skilling Services
Strengthening Trustee Knowledge, Governance & Decision-Making
Trustees play a critical role in the effective governance and oversight of retirement and employee benefit schemes. Our trustee training and re-skilling programmes provide practical knowledge to help trustees make informed decisions and fulfil their responsibilities effectively.
What We Cover:
Trustee Roles & Responsibilities
Understanding the duties, responsibilities and expectations of scheme trustees.
Governance & Compliance
Building knowledge around effective governance, oversight and regulatory responsibilities.
Investment Fundamentals
Understanding investment principles, risk, return and the factors that influence investment decisions.
Risk Management
Identifying key risks and understanding how they can affect retirement schemes and members.
Financial & Scheme Literacy
Making complex financial and retirement concepts easier for trustees to understand and communicate.
Continuous Trustee Development
Refreshing existing knowledge and building new capabilities as the retirement and investment environment changes.
Who Is This For?
Pension Scheme Trustees
Trustees responsible for overseeing retirement benefit schemes.
Employee Benefit Trustees & Committees
Individuals involved in governance and oversight of employee benefit arrangements.
HR & Benefits Professionals
Professionals who support pension and employee benefit programmes.
Organisations & Institutions
Employers seeking stronger governance and informed decision-making within their benefit schemes.