Pensions Law Precedents

Template pro-formas and clause banks ensure you are always using the latest best practice on Pensions Law.
The employment contract—sample pensions clauses

The employment contract—sample pensions clauses

The following pension clauses set out the pensions information to be included in an employment contract, depending on the type of...

Statement of investment principles (SIP) for defined benefit (DB) pension scheme

Statement of investment principles (SIP) for defined benefit (DB) pension scheme

Statement of investment principles (SIP) for defined benefit (DB) pension schemeTHE [insert name of pension scheme] PENSION SCHEMEThis statement of...

Deed of substitution

Deed of substitution

Deed of substitutionDate: [insert date](1)[Name of Former Principal Employer](2)[Names of Trustees](3)[Name of the New Principal Employer]Deed of...

Sample opt—out notice

Sample opt—out notice

Sample opt—out noticeThe sample opt-out notice includes the wording set out in Schedule 1 to SI 2010/772 and the statements required by SI 2010/772,...

Legal Guidance

Precedents

Resolution to preserve the power to pay a surplus to the scheme’s employer under the Pensions Act 2004, s 251 [Archived]

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...
Produced in partnership with Blake Morgan LLP 24th Sep
Precedents

Resolution to amend resolution passed before 6 April 2011 to preserve power to pay surplus to the scheme’s employer under the Pensions Act 2004, s 251 [Archived]

Resolution to amend resolution passed before 6 April 2011 to preserve power to pay surplus to the scheme’s employer under the Pensions Act 2004, s 251...
Produced in partnership with Blake Morgan LLP 24th Sep
Precedents

Statement of investment principles (SIP) for defined contribution (DC) pension scheme

Statement of investment principles (SIP) for defined contribution (DC) pension schemeTHE [insert name of pension scheme] PENSION SCHEMEThis statement...
Produced in partnership with Martin Scott of Gunnercooke LLP 16th Jul
Precedents

Privacy notice for pension trustees—UK GDPR and Data Protection Act 2018 compliant

Privacy notice for pension trustees—UK GDPR and Data Protection Act 2018 compliantWe ask that you read this privacy notice carefully as it contains...
16th Jul
Precedents

Deed of substitution

Deed of substitutionDate: [insert date](1)[Name of Former Principal Employer](2)[Names of Trustees](3)[Name of the New Principal Employer]Deed of...
Produced in partnership with Blake Morgan LLP 16th Jul
Precedents

Share purchase agreement—long form pensions warranties (where target company has a Group Personal Pension (GPP) arrangement)

Share purchase agreement—long form pensions warranties (where target company has a Group Personal Pension (GPP) arrangement)This precedent has been...
16th Jul
Precedents

Execution clause—limited liability partnership—deed

Option 1—deed executed by a limited liability partnership under its common seal, where the limited liability partnership agreement...
12th Jul
Precedents

Execution clause—administrator—contract

Option 1—contract signed by administrator on behalf of the company Signed by [insert name of administrator], administrator (without...
12th Jul
Precedents

Execution clause—administrator—deed

Option 1—deed executed by administrator under the company’s common seal Executed as a deed by affixing the common seal of[insert...
12th Jul
Precedents

Local Government Pension Scheme—Template Bond in connection with LGPS Admission Agreement

Local Government Pension Scheme—Template Bond in connection with LGPS Admission AgreementThis Agreement is made on [date]Between1[ ] of [ ] (the...
Produced in partnership with Paul Carney of Shoosmiths 9th Jul
Precedents

Conflicts of interest policy

Conflicts of interest policy1Background1.1This policy applies to the [trustees (‘the Trustees’) OR directors of [insert company name] (‘the...
Produced in partnership with Christopher Stiles of Gowling WLG 31st May
Precedents

Policy—time off for pension scheme trustees

Policy—time off for pension scheme trustees1Time off for pension scheme trustees1.1As a pension scheme trustee, you have the right to take time off...
15th May
Precedents

Execution clause—administrative receiver—contract

Option 1—contract signed by administrative receiver on behalf of the company Signed by [insert name of administrative receiver],...
8th Jul
Precedents

Execution clause—overseas company—contract

Option 1—contract signed on behalf of an overseas company, where the authorised signatory is an individual Signed by [insert name...
24th Mar
Precedents

Execution clause—partnership—deed

Option 1—deed executed by each partner in the presence of a witness Executed as a deed by [insert name of partner] for and on...
24th Mar
Precedents

Execution clause—limited partnership—contract

Option 1—contract signed by an individual general partner ...
24th Mar
Precedents

Execution clause—power of attorney—deed

Option 1—deed executed by an individual attorney in the presence of a witness Executed as a deed by [insert name of individual]...
24th Mar

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