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  • Welcome to The Trustee toolkit


    The Trustee toolkit is a free, online learning programme from The Pensions Regulator aimed at trustees of occupational pension schemes. 

    The Trustee toolkit includes a series of online learning modules and downloadable resources developed to help you meet the minimum level of knowledge and understanding introduced in the Pensions Act 2004. You can find more information about the Trustee knowledge and understanding requirements on The Pensions Regulator's website.



    About the Trustee toolkit


    Why should I use the Trustee toolkit?

    Find out more about the Trustee toolkit and why it's the most popular way for trustees to learn about their role.

    Trustee toolkit modules

    Learn more about the modules and the topics they cover.

    Assess your learning needs

    Download our tools to assess your needs and find related learning in the toolkit.


    News from the Pensions Regulator



    Pensions dashboards: initial guidance

    As a pension trustee or scheme manager, you will need to connect with and supply pensions information to savers through dashboards. Read more in TPR's initial guidance.

    TPR publishes action plan to boost diversity and inclusion across trustee boards

    TPR are committed to promoting high standards of diversity and inclusion among our regulated community. Read more in TPR's action plan.

    Dealing with transfer requests

    See TPR's guidance for trustees, pension managers and administrators on checking, proceeding with and refusing transfer requests from scheme members.

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      Resources Database
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      Changes to the Trustee toolkit Page
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      Find out more about the Trustee toolkit Page
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      Assessing your learning needs Page

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