Take advantage of Pensionwise and the Trustee toolkit, our free, flexible online tools

Pensionwise

Pensionwise is a free tool for employers offering occupational trust-based pension schemes with defined contribution arrangements.  

The programme is broken down into six online topics; administration, member communications, retirement choices, charges, investment choices and Exchange (levy and scheme return). Each topic contains bite-sized chunks of information, which take about ten minutes to read. Pensionwise provides a step-by-step guide to what employers need to know and do in relation to offering their scheme and working with trustees and administrators.

Pass the news on - encourage employers to be Pensionwise by telling your employer about the programme or having a look yourself.

To sign up to the programme visit www.pensionwise.tpr.gov.uk and complete the quick registration process.

Trustee toolkit

As a trustee, you’re responsible for making sure your scheme is run properly and that members’ benefits are secure. To help make your job easier, we've created the Trustee toolkit, a flexible online tool which aims to provide you with the knowledge you need to meet the Trustee Knowledge and Understanding requirements under the Pensions Act 2004.

The toolkit is completely free and features a series of interactive modules containing real life case studies and scenarios which you can work through whenever you have the time.

At the end of the programme you will be awarded with a certificate to prove that you have successfully completed the toolkit.   

To sign up to the toolkit visit www.trusteetoolkit.com

Keep up to date with latest information from the Pensions Regulator visit our website at www.thepensionsregulator.gov.uk

The Pensions Regulator