01727 845500 Customer Area

Train Your
Pension Trustees

The 2004 Pensions Act requires pension trustees to have general knowledge and understanding (TKU) of law relating to pensions and trusts. Train your pension trustees to understand how their own company pension scheme works within the context of pension legislation.

Employer Consultation Information

Lonsdale Benefit Consultants Offer Trustee Training

Our benefit consultants work as independent pension trustees for a range of companies, so we understand the knowledge and understanding your trustees must acquire to be effective. We train new trustees who have no prior pension knowledge or provide annual refresher training for more experienced trustees. We offer training sessions at your offices. Contact us on 01727 845500 for training options.

How Our Consultants Train Trustees

We work with your trustees and assess their knowledge and understanding to develop an appropriate trustee training programme. It is often daunting becoming a trustee given the regulatory responsibilities. Our consultants are up to date with pension law and can advise how changing pension legislation will affect your trustee training.

Employer Checklist
  • How knowledgeable are your company trustees?
  • Do the trustees require annual refresher training?
  • Do you have new pension trustees that require specific trustee training?
  • Are the trustees aware how recent pension legislation affects your company pension?

I have set up employee benefit schemes for a variety of companies. Every employee benefit solution is unique because all companies have different requirements. Once the plan is set up it is really satisfying to work with the company and regularly visit them to see how the workforce benefits from the scheme.”

Richard Porter, Director, Lonsdale Benefit Consultants

Need Trustee Training?

If you would like Trustee Training, complete the form below, or contact our St Albans office.

Richard Porter Financial Adviser