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Pension Arrangements and Membership
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
Collection and Investment of Contributions
Keeping of Records
Disclosure of Information
Trustees’ Annual Report and Accounts
Role of the Actuary
Frequency and Main Features of an Actuarial Valuation
Format of an Actuarial Valuation
Winding Up and/or Merging Schemes
Individual and Bulk Transfers
Typical Investment Objectives of Trustees
Different Investment Management Structures
Different Classes of Investment
Investment Performance and Monitoring
Custody of Scheme Assets
Investment Manager Meetings
HMRC Requirements
Regulatory Framework
  Appendices

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Economic and Financial Publishing Ltd publishes highly regarded titles in related areas. Please click the link above to ask for details and how to order:

Pensions Pocket Book
The detailed and authoritative instant reference for pensions professionals. The concise yet clear presentation, including statistical tables and charts, step-by-step guides to procedures, memory-jogging check lists and useful summaries, will help you enormously in dealing with pension schemes, the legal background and current pensions issues. Published in association with Hewitt Bacon & Woodrow.

Inland Revenue Limits
A step-by-step work aid for all pension managers and staff involved in calculating or checking Inland Revenue limits as they apply to approved occupational pension schemes. Easy to follow ‘recipe cards’ provide the vital information and formulae you need to calculate the correct benefit limits under the relevant regime. Published in association with Hewitt Bacon & Woodrow.

Insurance Pocket Book
The authoritative quick-access guide to the insurance business, providing a mass of key data on insurance groups, markets and trends. Published in association with Tillinghast-Towers Perrin.

The Financial Marketing Pocket Book
Crammed with key information on consumer markets for personal financial services including life assurance and pensions. Published in association with NOP Financial.

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