TPMA Trustee & Pension Managment Association



TPMA - Course Information
Courses can be booked using the Application Form (available on the right hand side of this page under the Downloads menu).


Essential TKU Courses for Pension Trustees

Special 2 day TKU programmes can be arranged on a bespoke basis. The fees are set by reference to the specific contents.

TPMA has devised an intensive one day course for all trustees and others who work in the Pensions industry.

The course is designed to ensure attendees satisfy the core Trustees Knowledge and Understanding requirements of the Pensions Act.

If you require details of our courses please email Maria Ball -

Trustee Knowledge and Understanding
Intensive Course

1 day
495 plus VAT

The course will cover the key areas outlined by the Pensions Regulator.
Pension Schemes general introduction
The Regulatory Environment
Trust law and trustees
Taxation and pensions
New trustees relevant scheme documents
Organisation and administration
Disclosure of information and reporting to the Regulator
Principles of Investment
The investment process
Scheme funding
Discharging scheme liabilities; transfers and winding up

The course covers both defined benefit and defined contribution schemes.

The training will be provided by professional training experts Emile Woolf International, together with technical advice from Punter Southall, the actuaries and pension advisors. Emile Woolf International provides professional training to a number of the worlds largest organisations including; PricewaterhouseCoopers, Ernst & Young and a number of FTSE 100 Companies.

The course leaders are renowned both for their grasp of the subject and for their ability to make technical subject matter interesting.

Further advanced courses are available on request.

The courses can be booked directly by telephone on
+44 (0) 1344 388011, or by downloading and completing
the application form.