ONLINE
DB trustee training
September-October 2025
ONLINE
Our comprehensive training programme effectively guides trustees through the fundamental issues highlighted in The Pensions Regulator’s ‘Scope Guidance’.
This programme is Pensions Management Institute (PMI) accredited and targeted specifically for trustees of defined benefit (DB) pension schemes.
This online course, which runs over three mornings, provides both new trustees and those seeking a reminder with a thorough grounding in pensions matters – and the knowledge to complete The Pensions Regulator’s Trustee Toolkit with confidence.
There are three online modules held over three days. Each module begins at 9am and finishes at 11:45am.
Day 1 (Tuesday 30 September): Trusteeship
Day 2 (Wednesday 1 October): Assets and assumptions
Day 3 (Thursday 2 October): Strategy
Please complete the form below if you would like to join us. Having trouble with the form? Email us instead.
An experienced client account manager, liaising regularly with trustees and scheme managers, as well as sponsors, to deliver advice and to complete actions. All delivered on time and to a high standard.
His clients range in size from £200m to £500m. Lewis is adept at tailoring his support to suit his clients’ varying needs.
Lewis is a qualified actuary, and has extensive experience of providing a wide range of advice to trustee and corporate clients.
More about LewisThe high quality of our trustee training sessions is independently recognised by the Pensions Management Institute (PMI). PMI Accredited programmes meet the requirements of one or all of the various PMI CPD programmes.
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