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The Guide for Pensions Trustees

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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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  Risk Management
  Winding up
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  Contracting Out
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  Life Expectancy
  Investment Indices
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  National Insurance
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  Limits and Caps
  Pension Scheme Levy Charges

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