Trustee training
Punter Southall’s courses not only help trustees to meet the requirements of the 2004 Pensions Act, but also reflect the current pensions environment and future learning needs.
​We offer a full spectrum of training courses for trustees at all levels, as well as bespoke courses, tailored to your individual scheme’s needs. Some are held in association with the Trustee and Pension Management Association (TPMA). All courses take place in London.
 

 Overview

 
Trustee training - Trustee knowledge and understanding (intensive):
1 day course
Cost: £495 + VAT
Suitable for: New and experienced trustees.
 
This course addresses the knowledge and understanding requirements. In addition to a certificate of attendance, course participants are encouraged to take our online examination, which upon successful completion produces a further certificate.
 
Accompanying the course is a complimentary copy of the TPMA Pension Trustee Guide, a comprehensive 295 page supporting book written in a form that is easy to understand.
 
Click here to book your place

Bespoke trustee training

We also provide bespoke training focused on the learning needs of specific trustee boards or individual trustees. Examples of bespoke training include:

  • Preparing for the year ahead
  • Tailored training for new trustees

To find out more, please see our trustee training flyer or contact us. To book a place on one of our trustee training courses please email trusteetraining@puntersouthall.com
    Speak to us
    Speak direct to our specialists in this area
    Wayne Phelan
    Principal, Wokingham
    Email Wayne
    Or call us on
    020 7839 8600