Pension training

Pension training for trustees and employers

Our course convenors are pensions professionals with extensive experience of the industry. This really comes across in their training sessions, and means that they can explain complex issues in simple and straightforward ways.

They will also encourage informal discussion and exchange of ideas to help you benefit from the experiences of other scheme trustees.

We offer both in-person and online courses across a range of topics:

Introduction to trusteeship

In this course, we give trustees a clear understanding of legal, financial and governance issues.


Is this course right for me?

The course is ideal for newly-appointed trustees, but can also act as a useful refresher for existing trustees who wish to update and develop their knowledge.


What does the course cover

  • Background to pension provision
  • The role and duties of the trustee
  • Scheme governance
  • Scheme funding.

Investment training for trustees

Under the Pensions Act 2004, trustees must demonstrate a sound awareness of investment principles. In this course, we cut through the jargon to give trustees a clear understanding of scheme investments and help them ask their advisers the right questions.


Is this course right for me?

The course is ideal for newly-appointed trustees, but can also act as a refresher for other trustees who wish to update and develop their investment knowledge.


What does the course cover

  • Asset types
  • Trustee responsibilities
  • Asset allocation strategy
  • Risks and mitigating actions
  • Fund management
  • Statement of investment principles
  • Performance measurement.

Defined Contribution training

Trustees and employers need to keep on top of developments in the Defined Contribution world and respond appropriately. Our Defined Contribution course helps trustees and employers comply with legislation and follow best practice at all times.


Is this course right for me?

If you want to set up a new scheme, strengthen your scheme governance framework, update or simply improve your DC knowledge, this course is designed for you.


What does the course cover

  • Types of scheme and pension providers
  • Legal requirement
  • Scheme design considerations
  • Costs and charges
  • Investment options and best practice
  • At-retirement options
  • Benefit adequacy
  • Communications and engagement
  • Governance, monitoring and change management.

Current issues

It’s not easy keeping up with the stream of changes in Defined Benefit pensions. And the legal penalties of acting on outdated information are becoming harsher. Our regular current issues courses help trustees plan for change.


Is this course right for me?

If you’re a trustee of a Defined Benefit pension scheme, our current issues training is designed to bring you bang up to date on the latest developments.


What does the course cover?

We keep the content of these sessions updated to reflect industry and regulatory changes.

Book your training

Find out what in-person and online training sessions we currently have scheduled and book your place today.

Interested in our bespoke training?

We also run bespoke training courses. These make efficient use of your time by targeting specific issues you’re facing with your scheme. If you’re interested – or have any questions about training – please contact

First Actuarial offers free training courses throughout the year around the UK and they’re excellent. Their expert speakers really help me with my pensions knowledge.

– Helena Manley, Society Secretary, Saffron Building Society

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