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Pension Arrangements and Membership
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
Collection and Investment of Contributions
Keeping of Records
Disclosure of Information
Trustees’ Annual Report and Accounts
Role of the Actuary
Frequency and Main Features of an Actuarial Valuation
Format of an Actuarial Valuation
Winding Up and/or Merging Schemes
Individual and Bulk Transfers
Typical Investment Objectives of Trustees
Different Investment Management Structures
Different Classes of Investment
Investment Performance and Monitoring
Custody of Scheme Assets
Investment Manager Meetings
HMRC Requirements
Regulatory Framework
  Appendices
GPT Welcome

The service

This site contains the full text of the regularly updated loose-leaf manual The Guide for Pension Trustees, with the extra navigational advantages that online provides. The site is a fully searchable resource. You can pinpoint precisely the information you need, when you need it, instantly. You can search or browse more than 1,600 numbered essential text paragraphs, follow cross-references to relevant material painlessly, view case studies and notes that provide additional explanation and Do’s and Don’ts, and click links that take you immediately to other leading pension industry websites and sources of useful information.

For full access to this site you must be a subscriber. How to subscribe

What you get

When you subscribe we will send you a User ID and password to enable you to access GPT Online. You will also receive the printed loose-leaf manual of 440+ pages that comes in a sturdy ring binder. Your subscription also includes an Updating Service – four supplements a year to update the manual and to keep you abreast of new developments and requirements. The Updates typically include:

  • A “What’s New” summary of new items, changes and industry developments;
  • Replacement pages, containing revisions and updates to existing material, for insertion in your loose-leaf binder;
  • New, additional pages containing vital information such as details of forthcoming legislation and regulatory changes, and how they will affect you;
  • Regularly revised Indexes to help you navigate the Guide and get quickly to the precise information you require.

The content of the Guide, both in hardcopy form and online at the website, constantly evolves in line with new legislation and pension industry developments, along with practical refinements to make the Guide ever more useful and relevant for your work.

The service will keep you as a subscriber fully up-to-date with current and forthcoming legal and other developments affecting trustees and pension funds.

We look forward to welcoming you as a subscriber!

How to subscribe

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The Guide for Pension Trustees is a complete solutions package, proven and used by the leading companies, pension funds and consultancies, specially designed to keep trustees and managers fully up to date with new developments, legal requirements and best practice.

 

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