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Trustee and Scheme Management Training

Keeping up with everything that’s happening in pensions can seem overwhelming. At Willis Towers Watson, we encourage trustees and scheme managers to share experiences in group discussions with other schemes, supported by our friendly professionals. We provide a full range of training courses to help schemes.

The Willis Towers Watson Trustee and Scheme Management training courses provide an ideal opportunity for delegates to expand their knowledge beyond the basics covered in the Pensions Regulator's (TPR’s) online toolkit. Our courses give new trustees and pension scheme managers the ability to explore the issues they face and share experiences in group discussions with trustees from other pension schemes. The courses also give delegates the opportunity to question our experienced consultants face-to-face in a friendly, small group atmosphere.

Our latest courses are designed to support trustees’ needs, complementing TPR’s current e-learning programme. Our trustee courses are suitable for newly appointed trustees, trustees with some experience who wish to refresh their knowledge as well as HR and finance professionals with pension responsibilities.

Below is a summary of our remaining course programme for Q4 in 2019 and for the full year in 2020:

Training programme Location Date
Introductory Defined Benefit Trustee Training London Wednesday, 6 November 2019
Investment Trustee Training London Thursday, 7 November 2019
Introductory Defined Benefit Trustee Training
London Tuesday, 4 February 2020
London Tuesday, 21 April 2020
Leeds Thursday, 14 May 2020
London Thursday, 17 September 2020
London Tuesday, 3 November 2020
Introductory Master Trust and Contract-based DC Training
London Thursday, 20 February 2020
London Thursday, 1 October 2020
Introductory Trust-based DC Training
London Tuesday, 10 March 2020
London Tuesday, 15 September 2020
Investment Trustee Training
London Wednesday, 22 April 2020
Leeds Tuesday, 30 June 2020
London Wednesday, 4 November 2020

Trustees and the law

As TPR states, "committed, conscientious trustees play an essential part in the proper running of pension schemes". Trustees have wide-ranging powers and discretions under the Pensions Act 2004. The law requires that trustees have the knowledge and understanding to perform their role properly (as outlined in the scope documents for trustee knowledge and understanding developed by TPR). This includes understanding the law relating to pensions and trusts, the funding of pension schemes and the investment of scheme assets.

TPR has developed a web-based trustee toolkit that covers the full scope of trustee duties and has been designed to help trustees comply with the minimum requirements. For some, this e-learning programme may be sufficient. Others, however, are likely to feel the need to supplement e-learning with further training, either on specific issues or relating to the particular circumstances of their scheme, and have the opportunity to share experiences with other trustees. As legislation and good practice are in constant flux, the trustee body – or subgroups of it – should seek regular briefings and refresher courses.

Bespoke courses

Willis Towers Watson can work with you to identify the training needs of the trustee body or governance committee, as a whole, groups, or individually. We can then develop and deliver a course or training programme designed to meet these specific needs. Courses can be location convenient for the trustees, including your offices or our offices. Training can also be included as a regular slot during normal trustee meetings.

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Terms and conditions

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Please see our terms and conditions page for registration, cancellation and payment details.

Further information

In addition to these courses, we run a range of seminars that are of interest to trustees, and others interested in the management of pension schemes. If you would like to learn about other events and training programmes please contact your Willis Towers Watson consultant or

trustee.training@willistowerswatson.com.

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Title File Type File Size
Trustee and Scheme Management Training 2020 PDF .4 MB
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