What the toolkit is for
Running a SSAS well means keeping track of a lot of moving parts — decisions made, deadlines met, records kept. The Trustee Toolkit is a set of plain-English documents built to make that easier: things you can pick up and use, rather than legislation to interpret from scratch.
It's designed to sit alongside whatever your administrator already provides, filling the gaps that generic scheme paperwork doesn't cover.
What's in the toolkit
Trustee Duties Checklist
A one-page summary of what you're responsible for as a trustee, and how to evidence it.
Annual Review Checklist
What to check, and when, over the course of a scheme year.
Trustee Meeting Minutes Template
A simple template for recording trustee decisions properly.
HMRC Reporting Calendar
An at-a-glance guide to the reporting rhythm your scheme needs to keep to.
For anything the toolkit doesn't cover, Trustee Advice & Support Services is available irrespective of who administers your scheme.
This is general information, not personalised advice for your scheme.