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
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An archive of model documents providing important scheme documentation such as risk registers, statements of investment principles and administration agreements.
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