Descriptions of the common documents you may come across as a trustee

Complete the worksheet to understand your own scheme in relation to the learning from this module

Find out about becoming a trustee including what happens when you take office and the requirement for trustee knowledge and understanding.

Discover what a typical agenda includes and the pre and post meeting tasks a trustee will need to do.

Find out how important it is to be aware of any conflicts of interest you might have as a trustee.

Find out about the different fiduciary and statutory duties, and the different powers of trustees.

Find out about breaches of the law and the types of protections that may be available to you as a trustee.

In this scenario you will meet your colleagues, Adam and Tony, to find out more about what being a trustee involves.

In this scenario you will meet Tony again to sign some paperwork now that you are a trustee. You will also attend some induction training with Beatrice the scheme lawyer.

Charlie answers some basic questions about when he was a trustee