Home
|
About Us
|
Subscribe
|
View Samples
|
Contact Us
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
Latest Updates to the Guide
Read the latest updates to The Guide for Pension Trustees.
Exclusive Online Content
Online-only content for Guide for Pension Trustees subscribers.
Latest Full Guide
Download the full version of The Guide for Pension Trustees (PDF).
Download Latest Update
Download the recent updates to The Guide for Pension Trustees (PDF).
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
©
Copyright Economic & Financial Publishing 2012
Resources
|
Abbreviations
|
Top