Confident Trusteeship

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Confident Trusteeship


Training courses for pension trustees

Our Confident Trusteeship courses are designed to help pension trustees become more proficient and effective in their important and demanding roles.


We share our experience of working  with thousands of trustee boards to give participants real life experience in analysing risk and making decisions that positively affect outcomes for members.


We offer courses for both Defined Benefit and Defined Contribution schemes. The courses are primarily designed for trustees, but can also be an ideal learning opportunity for HR and Finance teams who want to improve the management of their employee benefits.

How will you benefit?

The courses are practical and go beyond technical knowledge to focus on developing the skills needed to be a more effective trustee.


Course participants are challenged to make decisions, enabling them to perform more confidently in future boardroom discussions, and approach trustee decisions in an informed and objective way.

What will you learn?

Our trustee training courses have been designed to provide practical competency-based learning for trustees and scheme sponsors.


For trustees or sponsors of a DB scheme

The Confident DB trusteeship course focuses on the journey trustees take through the life of a scheme, and the decisions they must make along the way. It is held over two one-day modules.


The DB course is structured around an interactive case study that encourages participants to make decisions. The content covers:


Module 1

  • Integrated funding
  • Investment
  • Covenant
  • Governance


Module 2

  • Journey planning
  • De-risking
  • Liability management
  • End-game


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For trustees or sponsors of a DC scheme

The Confident DC trusteeship course uses the example of an individual member to highlight the challenges trustees face and the significant impact they can have on member outcomes. The course takes place in a single day.


The DC course covers:


  • The lifecycle of a typical member and how trustees can influence the decisions that they take.
  • DC scheme design and its impact on member decisions and final benefit outcomes.
  • Leading edge thinking on investment structure design.
  • How using member data and feedback when making trustee decisions can significantly improve member engagement.
  • How to make trustee meetings more efficient by focusing on what really matters: your members.


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Who should attend?

Our courses are designed primarily for trustees with one or two years’ experience who are looking to expand their skills and effectiveness as a trustee beyond the necessary technical knowledge.


They can also be helpful for anyone who would like to increase their knowledge of pension issues and the challenges of running a pension plan – for example, pensions managers, financial directors and HR and benefits directors and managers.

Is a certain level of knowledge required?

Our courses are designed to “raise the bar” in terms of trustees’ knowledge and skills. They do not deliver basic technical training for new trustees as this is available through the Regulator’s Trustee Toolkit. We will assume that course participants will have completed the Toolkit – or have an equivalent level of recent and relevant experience.


If you have not completed the Toolkit, Mercer offers a ‘Toolkit Blitz’ that you may find useful – please contact your usual Mercer consultant or David Keeler for details.

Custom training

In addition to our planned courses we can also deliver company specific training or custom sessions for multiple members of a trustee board. Contact us for more information.



Confident DB Trusteeship 

  • 4 March 2014 (m1)
  • 18 March 2014 (m2)
  • 7 May (m1– Birmingham)
  • 21 May 2014 (m2– Birmingham)
  • 24 June 2014 (m1– Manchester)
  • 1 July 2014 (m1)
  • 14 July 2014 (m2)
  • 8 July 2014 (m2– Manchester)
  • 15 September 2014 (m1)
  • 30 September 2014 (m2)
  • 5 November (m1– Glasgow)
  • 11 November 2014 (m1)
  • 19 November (m2– Glasgow)
  • 25 November 2014 (m2)

Confident DC Trusteeship

  • 13 March 2014
  • 13 May 2014 (Birmingham)
  • 17 June 2014 (Manchester)
  • 7 July 2014
  • 23 September 2014
  • 4 November (Edinburgh)
  • 18 November 2014




Individual courses are £395. This is discounted to £695 if you sign up for both DB modules at the same time.

Unless indicated above, all courses will take place in central London. Please contact us if you are interested in a course in a different location.


94% of previous attendees would recommend the courses to a colleague

“The DC Course…. really brought home to me why we should be paying much more attention to this growing area within the pension trustee process”

“Thorough and thought provoking. Good interactive element.”

“Very useful, informative and enabling course”

“Totally fresh outlook … many fresh ideas” 


Please contact your usual Mercer consultant or Mark Wilkinson if you have any queries about the course content.

Please contact Lauren Exley with any questions on bookings or course logistics.