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)

Resources

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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