DB trustee training

October 2024

Register today

Our comprehensive training program effectively guides trustees through the fundamental issues highlighted in The Pensions Regulator’s ‘Scope Guidance’.

This program 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. The course begins at 9am and finishes at 11:45am.


The topics covered include

Day 1 (Tuesday 8 October): Trusteeship

  • the ‘trustee knowledge and understanding’ requirements;  
  • the current UK pensions landscape and key regulatory changes;    
  • trusteeship and exercising discretions; and
  • a case study on trusteeship.

Day 2 (Wednesday 9 October): Assets and assumptions

  • an introduction to asset classes and investment funds;
  • what is a funding strategy?;
  • how trustees set assumptions for liability calculations; and
  • a case study on scheme investments.

Day 3 (Thursday 10 October): Strategy

  • setting investment strategies;
  • the actuarial valuation;
  • the Scheme Funding regime, including The Pensions Regulator’s DB funding code of practice; and
  • a case study on funding negotiations.


Registration Fees

  • £100 per person (excluding VAT) for each daily module
  • £250 per person (excluding VAT) for booking all three modules
  • Please note payment is due on booking.


DB trustee training - October 2024

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About our host

Lewis Chapman-Hart MMath FIA

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 Lewis

Don't miss out

The 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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