Part 2 of our trustee training is here to help you build confidence and take your skills to the next level. Designed for those who have more than six months’ experience , completed part 1 of our trustee training, and have attended a few board meetings. 

This course walks you through realistic boardroom simulations and how to handle the issues trustees face every day, so you feel prepared and assured in your role. 

Trustees deal with many different responsibilities, from conflicts of interest and investment choices to member benefits and managing advisers. This in-person session helps you and other trustees at the same stage to practise your knowledge and build on your existing skills.

“Love the interactive session” 

“Excellent content and format” 

What you'll learn

Our experienced instructors will guide you through the essential considerations, offering practical insights and support so you can approach every decision with clarity and confidence. 

By the end of the course, you will be able to: 

• Make sound decisions and handle discretions with confidence by following clear, practical steps 
• Make informed investment choices that align with your scheme’s goals 
• Work effectively with delegates and advisers, building strong partnerships 
• Communicate in a way that keeps everyone engaged and informed 
• Navigate IDRP and the Pensions Ombudsman process with a clear understanding of what happens when things go wrong 
• Manage conflicts of interest fairly and transparently 
• Maintaining a positive, collaborative relationship with your sponsoring employer with a variety of strategies 
• Implement and maintain good governance and why it matters for long-term success. 

100% of attendees would recommend it to a colleague 

Come together with your peers 

All our training takes place face to face at our office in London, giving you the chance to learn alongside fellow trustees, ask questions in a safe space, and build supportive connections. Many attendees tell us that meeting peers - people facing similar challenges and responsibilities - is one of the most valuable parts of the experience. 

Meet the trainers

2026 course dates

Book 25 June

Book 3 Dec   

Please read the terms and conditions of registration applicable to this course prior to booking. 

Developing your skills further 

Once you have gained several years’ experience, part 3 will help refine your skills further and deepen your impact as a trustee. Designed as a refresher, part 3 will explore challenges experienced trustees often encounter.

Get in touch

For more information about this course please contact:

020 7601 1716  |  [email protected]