Guide for Pension Trustees

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UK Pension Provision
Pension Arrangements and Membership

Administrative Duties
Collection and Investment of Contributions
Keeping of Records
Disclosure of Information
Trustees' Annual Report and Accounts

Corporate Reorganisation
Winding Up and/or Merging Schemes
Individual and Bulk Transfers

Tax and Regulations
HMRC Requirements
Regulatory Framework

Appendices
Appendix I, II, III and IV

Trusteeship
Basic Concepts of a Trust
Relationships between the Trustees and Others
Different Forms of Trusteeship
Main Duties of Trustees
Trustees' Liabilities and Protections
Trustee Meetings
Powers of Delegation and Responsibilities of Trustees

Scheme Funding
Role of Actuary
Frequency and Main Features of an Actuarial Valuation
Format of an Actuarial Valuation

Investment Management
Typical Investment Objectives of Trustees
Different Investment Management Structures
Different Classes of Investment
Investment Performance and Monitoring
Custody of Scheme Assets
Investment Manager Meetings

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  Specimen Job Descriptions
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  Winding up
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  Contracting Out
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  Retail Prices / Average Earnings
  Life Expectancy
  Investment Indices
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  National Insurance
  Income Tax
  Limits and Caps
  Pension Scheme Levy Charges

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Trends and Developments

NEST and auto-enrolment

NEST and auto-enrolment/workplace pension scheme details
NEST investment strategy details

Abolition of Protected Rights

Full details on options to change from DC to DB contracting out, transitional arrangements and legislation/documentation

Scheme benefits

Identifying statutory employer
More detail on risk management, winding up/closing to new entrants and proposed changes to Disclosure Regulations

Exclusive online content

Key pensions data covering everything from COMPS rebates to investment performance stats.
Database of model documents providing important scheme documentation such as risk registers, statements of investment principles and administration agreements.
Instant copy-and-paste access to over 400 ready-to-use trustee meeting minutes.
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