Trustee Training

Simple, jargon-free training for existing SSAS trustees, covering your duties and the decisions you'll face — so you can act with confidence, irrespective of who currently administers your scheme.

Who This Is For

Anyone taking on a SSAS trustee role for the first time, and any existing trustee who wants a refresher. Free training is available to all SSAS trustees, whoever currently administers your scheme.

It's also for trustees who've never had a proper grounding in what the role actually involves. Scheme administrators aren't there to advise you — administering a scheme and advising on it are different regulated activities, and most administrators aren't authorised for the latter. As you're probably aware, SSASs have a range of features and trustee responsibilities attached to them — and only by fully understanding them can you properly fulfil your trustee obligations. Our free Trustee Training will give you that grounding.

What It Covers

  • What a trustee is legally responsible for, and what happens if those duties aren't met
  • How to work effectively with your scheme's administrator
  • The decisions trustees are commonly asked to make, and how to approach them
  • Where to go when something falls outside day-to-day admin
The free training is ready now. It's made up of 24 short videos split across five modules. You can start learning as soon as you sign up.

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Already a trustee and need help with something specific right now? Our Trustee Advice & Support Services is there for that.

This is general information, not personalised advice for your scheme.

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