The learning will trigger you to apply the learning to the day-to-day practical running of your own scheme, particularly when you are working through the ‘Check your scheme’ worksheet.

We would suggest you read through your scheme documents first and if you still have questions, raise them with your fellow board members, scheme manager or scheme administrator.

When you sign up for the pensions education portal, you will be asked to provide information which includes your name, your role and an email address.

This information allows us to provide you with a development record and inform you of any future releases of the toolkit and encourage you to complete the toolkit.

Data protection information

The Pensions Regulator (TPR) is a data controller for the purposes of the General Data Protection Regulation (GDPR) and the Data Protection Act 2018. We process personal data we hold for the purpose of the exercise of any of our statutory functions and objectives. We may also process personal data under other legislation such as the Fraud Act. This includes, for the avoidance of doubt, taking regulatory or enforcement action for breach of any of these legislation.

When you sign up for the Pensions Education Portal, you will be asked to provide information which includes your name and your role. This information allows us to provide you with a development record and will inform you of any future releases of the e-learning programme and encourage you to complete it. Providing this information is not a statutory requirement, however if you do not provide your information you will not be able to proceed with using the Pensions Education Portal.

We will only store your personal data for as long as TPR’s retention schedule allows. During this time, you may be able to exercise certain rights in relation to your personal data such as the right to access, objection and data portability. If you feel that we have handled your personal data in a manner inconsistent with your rights, you may lodge a complaint with the Information Commissioner’s Office (ICO).

If you have any questions about how we handle your personal data please contact our Data Protection Officer (DPO) by email at dpa@tpr.gov.uk or you can write to us at Napier House, Trafalgar Place, Brighton, BN1 4DW. Further information on how your personal data is used, kept secure and your rights can be found by reading our privacy notice.

The Public Service toolkit (via the pensions education portal) and Trustee toolkit are essentially the same system, so if you already have a Trustee toolkit account and you are using the same email address to register for the pensions education portal, the system will tell you that you are already registered. If you are not a trustee you can add the Public Service toolkit to your existing Trustee toolkit account by logging in to this account and selecting 'Add Public Service toolkit' from the Your learning screen.

You’ll need Adobe Acrobat Reader software installed on your computer. You can download this free from the Adobe website.

We do check all the links in the programme from time to time however sometimes pages do move on external websites which break the links. Please can you email us via: customersupport@tpr.gov.uk. It would be useful to let us know which course the broken link was in, which activity (elearning module, check your scheme PDF etc) and what the link was for.

The elearning modules and assessments are designed to work online. However we appreciate not everyone likes to learn in front of a computer so we have made all of the learning content available as PDFs which can be downloaded, saved or printed so you can learn offline. You can also use these to help you in your role.

The assessment will need to be completed online so that your score can be calculated and saved and your development record updated once passed.

The pensions education portal is freely available on the internet at no cost. If you do not have internet access at home or work, you should be able to access the portal from public computer terminals, for example from libraries or internet cafes.

To change and update your new email address/personal information you will need to log in to the portal using your current information.

You can do this by selecting your name in the top right corner of the screen and selecting 'Profile' from the drop down menu. Here you can view your current details and if you need to make any changes, you can select 'Edit profile'.

When you have finished editing your profile information don’t forget to select ‘Update profile’ at the bottom of the screen to save your changes.

You provide the details of the name you would like to appear on your development record and your scheme name on your profile. You can do this either by selecting your name at the top of the screen and then selecting ‘Edit profile’ or from both the ‘Your learning’ screen you can select ‘My profile settings’ and then ‘Edit profile’. You will need to enter your name and scheme name under the section ‘development record’.

When you have finished editing your profile information don’t forget to select ‘Update profile’ at the bottom of the screen to save your changes.

The date printed on the development record is date is the date it was printed.

The issue date, shown on the development record summary screen, is the date your development record was first created for you to print.

On the ‘Log in’ screen select the ‘Forgotten your password?’ link. You’ll then be asked to enter the email registered to the account. You’ll be asked to enter the answer to your security question. If correct, you’ll then be asked to provide a new password.

If at any point you enter an unknown email address or do not answer the security question correctly you’ll need to call our Customer Support team for help on 0345 600 5666.

You’ll need to provide us with confirmation that you wish for your account to be deactivated (where it can be reactivated later upon your request) or deleted (you will need to re-register) in writing.

customersupport@tpr.gov.uk.

Or you can write to us:

The Pensions Regulator
Napier House
Trafalgar Place
Brighton BN1 4DW

Fax: 0870 2411144

We will need to verify you are the account owner before we act upon the request, so please provide us with a telephone number and email address so we can contact you if required.

You can call our Customer Support helpline on 0345 600 5666. This support is available Monday to Friday 9am until 5.30pm. Or you can email via: customersupport@tpr.gov.uk

The toolkit has been optimized for 1024x724 screen resolution.

The elearning modules are optimized for users with a minimum bandwidth of 256kbps. Although it will function when accessed via a 56kbps modem, performance is likely to be significantly degraded.

Not currently.

Information about using this website

This section provides information to help you use this website.

Linking

We are not responsible for the content or reliability of linked websites. Although we exercise our discretion when choosing the links we provide, you should not view this as our endorsement of the linked websites.We cannot guarantee that linked sites will work all of the time and we have no control over the availability of them. Whilst every effort is made to ensure that use of our website is safe and interruption free, we cannot accept any responsibility for any loss, disruption or damage to your data or your computer system which may occur whilst using material from the website or from any website linked to it.

Hardware and software compatibility

We do not guarantee that this website will be compatible with all or any hardware and software which you may use or that this website will be available all the time or at any specific time.

Virus Protection

We make every effort to check and test material at all stages of production. It is always wise for you to run an anti-virus program on all material downloaded from the internet.

PDF reader download

Some documents available on this website are published in Adobe Acrobat's Portable Document Format (PDF).

The free Adobe Acrobat Reader allows you to view, navigate, and print PDF (Portable Document Format) files across all major computing platforms. This can be downloaded from the Adobe website.Visit the Adobe reader download page.

Alternative ways to view Adobe Acrobat documents

If your screen reader software (for example an audio-enabled web browser) is not compatible with the free Adobe Acrobat Reader, Adobe provides a free online tool which converts the content of PDF files to a format which can be understood by most screen reader applications.

You can submit the URL (the website address) of the document either via email or web form, and the content will be converted either to HTML (ie standard web page format) or to plain text. Alternatively, you can email the document you wish to read as an attachment.

For more information and full details of how to use this tool, visit: www.adobe.com/products/acrobat/access_onlinetools.html