The Trustee Accelerator Programme (TAP) is a PMI-led initiative designed to develop trustee-ready talent from outside the traditional pensions profession.

It supports people with strong transferable skills, such as technology, data, finance, risk, HR, governance and strategy, who want to contribute to long-term decisions that affect people’s financial futures. By widening the talent pipeline and removing barriers to entry, TAP helps pension trustee boards better reflect the diversity, experience and perspectives of the people they serve.

Fully funded and open to the whole industry, the programme prioritises capability and potential over the ability to self-fund. You do not need to be a PMI member to apply.

Over two years, participants build the knowledge, confidence and real-world exposure needed to contribute effectively to trustee board discussions and decision-making, supported by structured learning, mentoring and practical insight into pensions governance. 

Programme at a glance
  • Duration: 24 months
  • Format: online modules, interactive workshops, mentoring and practical exposure
  • Cost: fully funded for participants, including exams and resources
  • Focus: diversity, inclusion and practical governance skills
  • Outcome: PMI-recognised learning and trustee-ready capability

Originally developed as a pilot by Standard Life in partnership with the PMI, TAP was designed to support people with little or no experience of pensions. It has since grown into a comprehensive programme that opens up pensions to a broader and more diverse range of talent. We are pleased that Standard Life, Scottish Widows Master Trust, Aviva Master Trust, and LifeSight, by Willis Towers Watson’s master trust, are now TAP partners.

Who the programme is for

  • Non-pensions professionals who want to make an impact in people’s financial future
  • Pensions professionals who would like to be involved as mentors
  • Organisations and individuals who want to sponsor the programme

The Trustee Accelerator Programme is designed for people outside core pensions roles who want to contribute to pension governance and bring fresh thinking to trustee boards.

It is particularly suited to professionals from disciplines such as technology, data, finance, risk, HR, marketing, governance, legal, operations and strategy - including those working within pensions organisations but not in pensions-specialist roles.

This programme is not designed for individuals already working in core pensions, trustee or scheme governance roles. TAP focuses on developing new trustee talent, not upskilling existing pensions professionals.

 

TAP is right for you if you:

  • bring strong professional judgement and transferable skills,
  • are curious about governance and long-term decision-making,
  • are comfortable questioning assumptions and engaging in balanced debate,
  • care about fairness, accountability and acting in others’ best interests,
  • want to use your experience to make a positive, long-term impact,
  • believe trustee boards should better reflect the diversity of their membership,
  • are willing to commit time, energy and curiosity to a two-year development journey.

Many trustees start without pensions knowledge. What matters most is perspective, integrity and the ability to think critically. TAP exists to provide the knowledge, confidence and exposure needed to step into trusteeship responsibly.

“I never thought this would be for me. I assumed trustees were older professionals at the end of their careers. The Trustee Accelerator Programme completely changed that perception. It gave me confidence that my perspective as a younger saver matters. Trustees represent all members – not just those nearing retirement.”

Tom Dibble, Phoenix Group

 

So, what is pension trusteeship?

Pension trusteeship is about looking after other people’s futures.

A pension trustee is part of a board that oversees how a pension scheme is run. Trustees don’t manage pensions day to day, and they are not expected to have all the answers. Instead, they work together to make sure the scheme is well governed, decisions are properly considered, and members’ interests come first.

In practice, trustees:

  • take part in board discussions and decision-making,
  • review information and advice from professional advisers,
  • ask questions and challenge where needed,
  • consider risks, long-term outcomes and fairness,
  • and help ensure the scheme is run responsibly and in line with its purpose.

Trustees make decisions collectively and are supported by experts. What matters most is not technical pensions knowledge, but the ability to think critically, act responsibly and represent others’ interests.

What makes trusteeship especially exciting is the influence it gives you. As a trustee, you help shape decisions that affect people’s lives over decades, not just quarters. You sit at the point where values meet responsibility, balancing risk, fairness and long-term impact alongside others who care deeply about doing things well. For many trustees, it’s a rare opportunity to step back from day-to-day work, think strategically, and use their voice, judgement and experience to make a difference that genuinely matter.

 

Testimonials

  •  Dean Dennis
    Dean Dennis
    TAP Trainee

    “My mentor has been fantastic, we’ve had great discussions that helped me formulate ideas and understand the landscape. That support is invaluable.” 

  • Tom Dibble
    Tom Dibble
    TAP Trainee

    “I never thought this would be for me, I assumed trustees were older professionals at the end of their careers. TAP completely changed that perception.”

  • Priya Kainth
    Priya Kainth
    TAP trainee 

    “TAP has opened my eyes completely to pensions. It’s given me another dimension, something new to think about in terms of my career. I’m really keen to be a trustee one day.”  

What the programme offers

  • Structured learning
    Structured learning

    A PMI-designed curriculum delivered digitally via interactive sessions, covering the core principles of pension trusteeship, governance, risk, decision-making and member interests. 

  • Mentoring
    Mentoring

    Each participant is paired with an experienced pension trustee, providing structured guidance, insight and support through regular mentor–trainee conversations across the programme.

  • Practical exposure and insight
    Practical exposure and insight

    Participants gain first-hand exposure to trustee board environments through shadowing opportunities, alongside curated networking with trustees and industry professionals.

  • Sponsor-led learning and events
    Sponsor-led learning and events

    Participants are invited to attend a dedicated sponsor-supported conference or forum, focused on trusteeship, governance and real-world challenges facing pension schemes.

  • Ongoing cohort support
    Ongoing cohort support

    Regular virtual check-in sessions facilitated by PMI, with guest speakers and discussion topics shaped by the needs of participants and mentors.

  • Community and professional networks
    Community and professional networks

    Access to PMI’s Trustee Special Interest Group, PMI Student Network Special Interest Group, and the dedicated TAP SIG for current participants and alumni, alongside PMI Student Membership for the duration of the programme.

Become a TAP mentor

Mentoring on the Trustee Accelerator Programme is an opportunity to shape the next generation of pension trustees while contributing to stronger, more inclusive governance across the industry.

As a TAP mentor, you will:

  • support individuals new to trusteeship as they build confidence, judgement and governance capability,
  • share practical insight into board-level decision-making and responsibility,
  • help broaden access to trusteeship by supporting people from non-traditional backgrounds,
  • gain fresh perspective from professionals with different skills and lived experience,
  • strengthen your own leadership, coaching and reflective practice.

Mentors are supported by PMI with a clear structure, guidance and a dedicated community, ensuring the role is rewarding, purposeful and manageable alongside existing responsibilities.

Many mentors describe the experience as professionally enriching and personally meaningful—offering a chance to give back, influence long-term outcomes and help ensure pension schemes are governed in the best interests of their members.

Become a TAP sponsor

Sponsoring the Trustee Accelerator Programme is a strategic way to invest in the future of pensions governance while supporting greater diversity, resilience and professionalism across the industry.

TAP sponsorship is not traditional event sponsorship. It is a long-term commitment to developing trustee capability and strengthening decision-making at board level.

As a TAP sponsor, you can:

  • support the development of a broader, more diverse pipeline of future trustees,
  • contribute to raising governance standards across the pensions industry,
  • demonstrate leadership in inclusion, professionalism and long-term thinking,
  • engage directly with emerging trustee talent through learning events and mentoring,
  • strengthen your organisation’s profile as a responsible industry leader.

A range of sponsorship options is available to reflect different levels of involvement and strategic priorities.

Download the sponsorship brochure to explore the available packages and how you can get involved. 

Our TAP partners

  • Standard Life
    Standard Life
  • Life Sight by WTW
    Life Sight by WTW
  • Aviva
    Aviva
  • Scottish Widows
    Scottish Widows
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