Tolley's Pensions Transfers and Winding-up

Tolley's Pensions Transfers and Winding-up

  • Paperback

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Tolley's Pensions Transfers and Winding-Up provides advice on the legal and other technical requirements in carrying out a transfer or winding-up a scheme, including: Analysing the scheme rules and the procedures to follow; Calculating the cash equivalent or bulk transfer and dealing with other actuarial issues; Dealing with the logistics, such as communicating with members and the employers, or dealing with the trustee in bankruptcy; Fact finding and analysisThe book has been developed to provide lawyers, actuaries, senior administrators/managers, accountants, pensions consultants, insurance companies and trustees (independant, professional and pensioneer trustees) with the comprehensive and technical information they require. It provides an invaluable guide for all those advising or dealing with either transfer or winding-up.
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Product details

  • Paperback
  • Tolley Publishing
  • London, United Kingdom
  • 0754506991
  • 9780754506997

Table of contents

"Fact Finding. Analysis. Informing the Membership. Cash Equivalents and Bulk Transfers. Buy-outs and Transfers into the new scheme. Obtaining Members' Agreement. Special Types of Members. Sale and Purchase Checklist. Scheme Merger and Bulk Transfer Checklist. Reason for Winding-Up. Stages of Winding-Up a Scheme. Trustee Considerations. Priority of Payments. Relationship with other Companies. Notification procedures.Appendices. Glossary. Abbreviations. Tables of Statutory Instruments. Useful Addresses. Tables of Statutes."
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