Trustees

View Pensions by content type:

Latest Pensions News

Featured Pensions content

Practice notes
Auto-enrolment—the transitional period for DB and hybrid schemes [Archived]ARCHIVED. This Practice Note has been archived and is not maintained.As...
Read More >
19th May
Practice notes
The Post-2015 National Health Service Pension SchemeCORONAVIRUS (COVID-19) UPDATE: The Coronavirus Act 2020 suspends provisions of the...
Read More >
Produced in partnership with Paul Carney of Shoosmiths 19th May
Practice notes
Pension bulk transfers—beginners’ guideThis guide is primarily aimed at trainees, newly qualified lawyers and other persons who are new to or...
Read More >
Produced in partnership with Wyn Derbyshire of gunnercooke LLP 19th May
Practice notes
What does ‘contracting-out’ mean for pension lawyers?Interaction with the additional State pensionBefore 6 April 2016, there were two levels of State...
Read More >
19th May
Practice notes
Personal pension schemes—central role in private pensions sectorPersonal pension schemes, in their various forms, play a central and important role in...
Read More >
Produced in partnership with Wyn Derbyshire of gunnercooke LLP 19th May
Practice notes
Fixed protection 2012 (FP 2012)THIS PRACTICE NOTE RELATES TO REGISTERED PENSION SCHEMESThe lifetime allowanceWhile there is no limit on the total...
Read More >
19th May
Practice notes
Corporate trustees—articles of association of a pension trustee companyTHIS PRACTICE NOTE APPLIES TO TRUST-BASED OCCUPATIONAL PENSION...
Read More >
Produced in partnership with Mark Ridler of Hill Dickinson 19th May
Practice notes
Investment management agreements—trustee considerationsThe management of assets belonging to another person on a discretionary basis is a 'regulated...
Read More >
Produced in partnership with Martin Scott of gunnercooke LLP 19th May
Practice notes
The pre A-day pensions tax regimeThe pensions tax regime under the Finance Act 2004 came into effect on 6 April 2006, otherwise known as A-day. The...
Read More >
Produced in partnership with Mark Smith, Georgina Wardrop and Angela Sharma of Taylor Wessing LLP 19th May
Practice notes
The Pension Protection Fund—compensationCORONAVIRUS (COVID-19) UPDATE: As a result of coronavirus, the PPF decided to make certain changes to its...
Read More >
19th May
Practice notes
Serious ill-health lump sum paymentsWhen is a serious ill-health lump sum payable?Under the Finance Act 2004 (FA 2004), Sch 29, para 4, a scheme...
Read More >
19th May
Practice notes
Pensions Ombudsman determination trackerThe entries in this tracker are organised by topic, alphabetically. These topics are listed in the Table of...
Read More >
19th May
Practice notes
How to deal with Beckmann liabilities on a business saleTHIS PRACTICE NOTE APPLIES IN RELATION TO OCCUPATIONAL PENSION SCHEMESThis Practice Note...
Read More >
Produced in partnership with Ginevra Gatrell of gunnercooke LLP 19th May
Practice notes
TUPE and Beckmann—the pensions exceptionBeckmann liabilities are liabilities in respect of occupational pension benefits other than benefits relating...
Read More >
19th May
Practice notes
Auto-enrolment—certification of DC schemesCORONAVIRUS (COVID-19) UPDATE: On 9 April 2020 the Pensions Regulator (TPR) published ‘Automatic enrolment...
Read More >
19th May
Practice notes
Anti-frankingThe conceptIt used to be the case that contracted-out salary-related (COSR) schemes could revalue a deferred member's guaranteed minimum...
Read More >
Produced in partnership with Peter White 19th May

Most recent Trustees content

Precedents
Trustee minutes (general)1Conflicts of interest[No conflict of interest was reported prior to, or at the commencement of the meeting OR [Insert name]...
Read More >
Produced in partnership with Blake Morgan LLP 15th Aug
Precedents
Member—nominated trustees—invitation to nominateTo: the [active AND/OR deferred AND/OR pensioner] members [(the “Members”)] of the [insert name of...
Read More >
Produced in partnership with Blake Morgan LLP 15th Aug
Precedents
Resolution to preserve the power to pay a surplus to the scheme’s employer under the Pensions Act 2004, s 251 [Archived]THIS PRECEDENT APPLIES TO...
Read More >
Produced in partnership with Blake Morgan LLP 15th Aug
Precedents
Member—nominated trustee—nomination formTo: the Trustees of the [insert name of pension scheme] (the “Scheme”)NB: to be a valid nomination, this form...
Read More >
Produced in partnership with Blake Morgan LLP 15th Aug
Precedents
Member nominated trustee arrangementTo: the [Active AND/OR Deferred AND/OR Pensioner] Members (“[the Members]”) of the [insert name pension scheme]...
Read More >
Produced in partnership with Blake Morgan LLP 15th Aug
Precedents
Trustee minutes concerning the exercise of a trustee power or discretion1Conflicts of interest[No conflict of interest was reported prior to, or at...
Read More >
Produced in partnership with Oliver Hilton of Radcliffe Chambers 15th Aug
Precedents
Resolution to adopt a member—nominated trustee arrangement under the Pensions Act 2004, s 241In accordance with s 241 of the Pensions Act 2004, the...
Read More >
Produced in partnership with Blake Morgan LLP 15th Aug
Precedents
Selection of member—nominated trustees—ballot formThe Scheme's arrangement for the selection and appointment of member-nominated trustees requires...
Read More >
Produced in partnership with Blake Morgan LLP 15th Aug
Precedents
Confidentiality agreement (pensions)This Deed is made the [insert day] day of [insert month] 20[insert year]Parties1[Insert full company name]...
Read More >
Produced in partnership with Blake Morgan LLP 15th Aug
Precedents
Conflicts of interest policy1Background1.1This policy applies to the [trustees (‘the Trustees’) OR directors of [insert company name] (‘the...
Read More >
Produced in partnership with Christopher Stiles of Gowling WLG 15th Aug
Q&As
Does a scheme's exoneration and indemnity clauses protect trustees of an occupational pension scheme from personal liability?A scheme's exoneration...
Read More >
15th Aug
Q&As
Does a claim by a pension fund have to be issued in the names of the individual trustees in their capacity as trustees of the pension fund?A pension...
Read More >
15th Aug
Q&As
Can a person who is a director of a company also be a trustee of the company's occupational pension scheme?Yes, but that person should not put...
Read More >
15th Aug
Q&As
Can a scheme member request that the trustees divest from fossil fuel investments?Since 1 October 2019, trustees of occupational pension schemes are...
Read More >
15th Aug
Q&As
Are there any restrictions on, or tax consequences arising as a result of, UK pension scheme trustees (whether individual or corporate) being resident...
Read More >
Produced in partnership with Oliver Hilton of Radcliffe Chambers 15th Aug
Practice notes
Appointment, retirement and resignation of a directorThis Practice Note focuses on the law and practice relating to the appointment of directors and...
Read More >
12th Aug
Precedents
Resolution of the trusteesThe trustees of the Scheme (the Trustees) have resolved [with the consent of [insert name of person]], in accordance with...
Read More >
Produced in partnership with Blake Morgan LLP 30th Jul

Popular documents