Some of our clients have recently used the following training resources and have recommended them:
The Pensions Regulator has developed an online, e-learning programme for trustees to help you achieve the required level of knowledge and understanding. You don’t have to be a trustee however and you can register as a pensions adviser.
Register here
Eukleia provide material that can be used by firms’ management and principals for such topics as senior management responsibilities and preparing for an ARROW visits.
Find them here



Pension Switches – a timely reminder
Alistair MacDougall Compliance ML, Pension, Switch
The regulator first published guidance on pension switching advice in 2009. It still applies yet firms do not always meet the requirements.