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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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Meeting Minutes
Browse, copy and paste sample meeting minutes.
An archive of model documents providing important scheme documentation such as risk registers, statements of investment principles and administration agreements.
The subscriber-only archive covers:
Trusteeship
Specimen Job Descriptions
Funding
Investment
Risk Management
Winding up
PMI Model Administration Agreements
Key pensions data covering everything from COMPS rebates to investment performance stats.
The subscriber-only data covers:
State Pensions
Contracting Out
Other Revaluation
Retail Prices / Average Earnings
Life Expectancy
Investment Indices
Investment Performance
National Insurance
Income Tax
Limits and Caps
Pension Scheme Levy Charges
Information
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Resources
Below are a collection of the resources you may find helpful when researching further information or points of contact.
Association of British Insurers
Association of Consulting Actuaries
Association of Chartered Certified Accountants (ACCA)
Association of Corporate Treasurers (ACT)
Association of Independent Financial Advisers (AIFA)
Association of Member-Directed Pension Schemes (formely Association of Pensioneer Trustees)
Association of Pensions Lawyers (APL)
Bank of England
Chartered Insurance Institute (CII)
Chartered Institute of Personnel and Development (CIPD)
CII Knowledge Services
Confederation of British Industry (CBI)
COI Communications (formerly the Central Office of Information)
Comberford Pension Fund Services (Trustee Training)
Department of Trade and Industry
Department for Work and Pensions (DWP)
Equal Opportunities Commission
Faculty of Actuaries
Financial Assistance Scheme (Department for Work and Pensions)
Financial Ombudsman Service
Financial Services Authority
Financial Services Skills Council
Financial Services Compensation Scheme
FT Business Pensions Management
Government Actuary's Department
HM Treasury
HM Revenue & Customs
HMRC - National Insurance Services to Pensions Industry
Information Commissioner (formerly the Data Protection Commissioner)
Institute of Actuaries
Institute of Chartered Accountants in England & Wales
Institute of Chartered Accountants of Scotland
Institute of Chartered Secretaries and Administrators (ICSA)
International Employee Benefits Association (IEBA)
International Organisation of Pension Supervisors
Irish Institute of Pensions Managers (IIPM)
Journal of Pension Economics and Finance (Cambridge University Press)
Law Society
NAPF - National Association of Pension Funds
Office for National Statistics
Office of Public Sector Information
Pensions Diary (The)
Pensions Ombudsman
PMI - Pensions Management Institute
Pensions Policy Institute
Pension Protection Fund
Pensions Regulator (The)
Pensions Research Accountants Group (PRAG)
Society of Pension Consultants (SPC)
The Pensions Advisory Service (TPAS)
Trades Union Congress (TUC)
Work Foundation (The) (Formerly The Industrial Society)
UK Society of Investment Professionals (UKSIP)
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