Model documents Data tables

UK Pension Provision
	Pension Arrangements and Membership
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
Administrative Duties
	Collection and Investment of Contributions
	Keeping of Records
	Disclosure of Information
	Trustees’ Annual Report and Accounts
Scheme Funding
	Role of the Actuary
	Frequency and Main Features of an Actuarial Valuation
	Format of an Actuarial Valuation
Corporate Reorganisation
	Winding Up and/or Merging Schemes
	Individual and Bulk Transfers
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
Tax and Regulations
	HMRC Requirements
	Regulatory Framework
Appendices
	Specimen Trustees’ Minutes
	Specimen Procedure for the Selection of Member Trustees by Selection Committee
	The Pensions Regulator's Syllabus for Trustee Knowledge and Understanding (TKU)
	The Pensions Management Institute’s Syllabus for Award in Pension Trusteeship (Defined Contribution and Defined Benefit Schemes)

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