Training Services

Employer Training Services


Member Training Services



Is an established team of pension professionals with expertise in all aspects of pension administration, process design and project management, built on a wide range of experience across public and private sector schemes.

We help employers to understand and meet their pension scheme obligations through training, consultancy and support. We provide information and engagement sessions for members covering a wide range of subjects from pension scheme overviews, understanding and calculating pension benefits and the options at retirement. We understand the world of pensions can be complicated; we make it simple for trustees, scheme managers, employers and members alike. We measure our success by our clients’ satisfaction and we’ve been delighted to receive positive testimony from employers and members.


We can run sessions for every pensions occasion; covering pension scheme rules, roles and responsibilities for Defined Benefit and Defined Contribution schemes and auto-enrolment. We deliver in a classroom environment or one-on-one, with specifically developed training materials.


Many employees would like some sort of financial education to help understand their retirement savings.  We can design and run member sessions covering those key issues, such as: How much will I get?  When can I get it?  Can I increase it? Are there family benefits? Do I have any tax issues for my pension savings?