Exclusive Online Content

An added value of GPT Online is that it offers access to new and additional information not included within GPT’s loose-leaf print version. Meeting minutes, model documents and data tables are just some of the great content only available in the online version of GPT. ‘Meeting Minutes’ contain over 270 specimen minutes arising from trustee meetings, ordered under subject headings for easy navigation. The Model Documents section provide easy access to the commonly required documents and plans that trustees need - these can be adapted quickly for your own needs making the best use of the trustees time.


Summary selection of specimen documents
Trustees’ Annual Business Plan
Trustees are required to put in place an annual ‘business plan’. GPT Online provides three specimen business plans:

1. Short-term operating plan
2. Longer-term plan plus
3. Short- and long-term financial plan and cash flow forecast

Trusteeship
This provides

1. Specimen annual declaration of trustees’ eligibility to act 
2. Specimen Job Description for 
   (a) the Chairman of the Trustee Board (covering appointment, purpose, role and duties of the Chairman), 
   (b) Individual Trustees and 
   (c) an Independent Trustee. 

Funding
This includes

1. Draft statement of funding principles 
2. Draft summary funding statement (post Pensions Act 2004) 
3. Draft schedule of contributions and 
4. Draft recovery plan.

Investment
For defined contribution arrangements, there is a template statement of investment principles (for a wholly insured money purchase scheme). For defined benefit schemes, there is the statement of investment principles of The Pension Protection Fund.

Risk Management
This contains the example risk register published by the Pensions Regulator and a specimen Trustees' conflicts of interest policy.

Winding up
Examples of main tasks to be undertaken by trustees involved with the winding up of a defined contribution scheme.

PMI Model Administration Agreements
These are included covering

1. Defined benefit 
2. Defined contribution 
3. Hybrid schemes.