Pension Scheme Legal Documents & Policies

Overview

Pension schemes are built on a foundation of trust, law, and governance. This course introduces you to the essential legal documents and policies every trustee, administrator, and pension professional must understand. Learn how to navigate trust deeds, statutory obligations, fiduciary duties, and governance policies that ensure schemes remain compliant, transparent, and member-focused.

By the end of this course, you’ll know how to:

• Interpret scheme legal documents with confidence

• Apply trustee duties and compliance requirements

• Strengthen governance through the right policies

Key Topics

• The legal and regulatory framework of pension schemes

• Trust deeds, rules, and statutory obligations of trustees

• Fiduciary duties and compliance requirements

• Board governance and trustee requirements

• Essential policies for scheme management (ICT, communication, risk, conflict of interest, etc.)

• Penalties and enforcement for non-compliance