Client feedback


In any major corporate transaction, time is of the essence. HR Trustees’ pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties.
David Wilman,
CFO at Survitec Group
These days, Boards need real expertise on tap (with excellent back-up) to cope with a constantly evolving and more regulated environment. HR Trustees is geared to delivering that.
Ray Pygott,
Partner at KPMG LLP
PSIT offered the right support at very short notice, at reasonable cost, when we really needed it
Ian Edwards,
Chair of Trustee, Comet Pension Scheme
PSIT were overall more professional than others.
Paul Staniland,
Kier
So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.
Paul Rudd ,
Chairman of Trustees, Express Newspaper
Ever increasing regulation has placed a heavy burden on trustees both in terms of time and the risk of non-compliance. HR Trustees has the experience and the resources to help trustees manage these burdens.
Mark Atkinson,
Partner at CMS Cameron McKenna
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Pension trustee training

Keeping knowledge and understanding up to date is a must for the 21st century trustees to meet Pensions Regulator requirements.

We are strong believers in the importance of effective, targeted training to improve pension trustee knowledge and understanding (TKU) and regularly run courses that cover real life examples and topical pension issues as well as the Pensions Regulator’s (tPR) scope guidance.

Our courses include:

  • Trustee knowledge & understanding for new pension trustees
  • core knowledge refresher sessions for more experienced pension trustees
  • training for the 21st century trustee - covering governance, strategic thinking & risk management and effective board dynamics
  • bespoke training for individual trustee boards - for example, ahead of an investment strategy review or pension scheme valuation

All of our training courses for pension trustees are interactive, with plenty of practical examples and opportunities for discussion and questions. Click here to see our latest course dates.

Trustee training tools

Our trustee training needs analysis highlights where knowledge gaps exist and additional training is required. Our pension trustee effectiveness self-assessment questionnaire helps you assess the structure and function of your trustee board, how well your trustee meetings work and the strength of your pension scheme governance arrangements.

From these we can build a specific trustee training plan or conduct a more in-depth trustee board effectiveness review to more fully meet 21st century trusteeship requirements.

You can learn more about or register for one of our trustee training course here. If you’d like to find out more about our trustee training tools or bespoke course, please contact us.

Speak direct to our specialist in this area

Picture of James Double independent trustee at PSIT

James Double

Head of Trusteeship

Or call us on:

0845 313 0024

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Trustee board effectiveness reviews

How effective is yours?

Pension trustee effectiveness self assessment

Download our free questionnaire to start your trustee board review now

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