UK Pension Provision
Pension Arrangements and Membership
Auto-Enrolment – Compulsory Pension Provision
Collection and Investment of Contributions
Keeping of Records
Disclosure of Information
Trustees' Annual Report and Accounts
Winding Up and/or Merging Schemes
Individual and Bulk Transfers
Tax and Regulations
Basic Concepts of a Trust
Relationships between the Trustees and Others
Different Forms of Trusteeship
Main Duties of Trustees
Trustees' Liabilities and Protections
Powers of Delegation and Responsibilities of Trustees
Role of Actuary
Frequency and Main Features of an Actuarial Valuation
Format of an Actuarial Valuation
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).
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:
Specimen Job Descriptions
PMI Model Administration Agreements
Key pensions data covering everything from COMPS rebates to investment performance stats.
The subscriber-only data covers:
Retail Prices / Average Earnings
Limits and Caps
Pension Scheme Levy Charges
New to GPT Online ?
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.
Copyright Economic & Financial Publishing 2014