Tolley's Pension Fund Trustee Handbook

Tolley's Pension Fund Trustee Handbook

  • Paperback
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This handbook provides both new and experienced trustees with easy-to-understand information and advice on their responsibilities. Covering all areas of the PMI Trustee certificate, it includes checklists after each chapter, and practical guidance on a range of subjects, including: trustees duties, powers and discretions; the trustee's relationship with professional advisers; breach of trust; investing pension fund assets; the conduct of trustee more

Product details

  • Paperback
  • Lexisnexis UK
  • Tolley Publishing
  • London, United Kingdom
  • Revised
  • 6th Revised edition
  • 0754510077
  • 9780754510079

Table of contents

Occupational Pensions Schemes; Trust-based and Contract-based Pensions; The Trustee Body; How Trustees are chosen; Trustee Duties, Powers and Discretions; Trust Deed and Rules; Pensions in the context of Industrial Relations; Trustees and the Employer, Trustees and the Pension Fund Members; Professional Advisers; Trustees and the Pensions Manager; Trustees and the Pensions Consultant; Trustees and Scheme Actuary; Trustees and the Pensions Lawyer; Trustees and the Fund Accountant; Investing Pension Fund Assets; Conduct of Trustee Meetings; Special Situations; Resolution of Individual Disputes; Breaches of Trust; Protection for Trustees; Compensation Schemes; Training Opportunities for Trustees Appendix 1: Penalties that can be Imposed on Trustees; Appendix 2: Exempt-Approved Occupational Pensions Schemes; Appendix 3: Pensions Legislation and Guidance; Appendix 4: Guidance to Professional Trustees; Appendix 5: State Pension Provisionshow more