The Trustee Good Practice Guide has been designed to help you take your scheme through the assessment period effectively and efficiently.

This guidance is aimed at all eligible occupational pension schemes whose employer has become insolvent. It applies equally to lay and professional trustees and has been developed taking into account the views of pension experts with experience of the assessment process as well as our own experience of the common issues experienced by trustees during an assessment period.

This guide will help you understand more about:

• the assessment period;
• what we will expect from you;
• principles and skills we expect you and your advisors to apply;
• what you can expect from your caseworker;
• how we will monitor you, and
• the tools available to help you progress the scheme through the assessment period.

The Trustee Good Practice Guide

Alternatively, you can:

download a full pdf version of the guide, or
obtain a hard copy of this guide by contacting your caseworker

This guide should be used alongside our detailed guidance on the website and the DB Scheme: Insolvent Employer' module within the Pension Regulator's Trustee Toolkit.