1 General information Date of this report [Insert date] Date of last report [Insert date] Name and status of person submitting report [Insert name and status, eg Anti-bribery and Corruption Officer (ABC Officer)] 2 Action points arising from last report Action point Person responsible Status [Insert action point] [Identify person responsible for this action point] [Describe status of the action point] [Insert action point] [Identify person responsible for this action point] [Describe status of the action point] [Insert action point] [Identify person responsible for this action point] [Describe status of the action point] [Insert action point] [Identify person responsible for this action point] [Describe status of the action point] 3 Executive summary This report

This Checklist provides an overview of the information which an annual benefit statement must contain under regs 16, 16A and 17 of the Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013, SI 2013/2734 (the Disclosure Regs 2013), whether the pension arrangement in question is a defined benefit arrangement, a cash balance arrangement or some other money purchase arrangement. Benefit statements for benefits other than money purchase benefits Active members, deferred members and pension credit members who are entitled to benefits other than money purchase benefits (eg final salary or career average benefits) can request a benefit statement from the scheme trustees or managers once every 12 months. The trustees must give them the statement as soon as practicable and, in any event, within two months of their request. What information the annual benefit statement must contain depends on the status of the member. The table sets out the content requirements of benefit statements for each relevant type of member. Type of member Information Source Active member The date on which the members' pensionable service

This Precedent is for an annual budget, presented in a spreadsheet. It is intended for use by law firms. The annual budget predicts what income will flow into the firm and what financial expenditure

This Practice Note provides details of the annual employment tribunal (ET) and Employment Appeal Tribunal (EAT) statistics published by the Ministry of Justice (MOJ). It also includes links to quarterly ET statistics reports. Background The annual employment tribunal and EAT statistics are of interest to employment lawyers for assessing: • any discernible trends in employment litigation • the potential impact of the HMCTS Reform Employment Tribunal Project—see Practice Note: Employment tribunal case management—Employment tribunal reforms • the continuing impact, if any, or the legacy of the coronavirus (COVID-19) pandemic • compensation that might be awarded to successful claimants in different case types, albeit with the need to take into account that: ◦ compensation is highly dependent on the facts and circumstances of each individual case, so compensation awarded in one case does not reflect what would necessarily be awarded in another ◦ the annual statistics do not take into account amounts of compensation agreed between parties in confidential settlements Historically, the MOJ has published: • employment tribunal and EAT statistics on a quarterly

The basic charge for running a pension scheme.

1 General information Date of this report Date of last report Name and status of person submitting report [Insert date] [Insert date] [Insert name and status, eg Head of risk] 2 Action points arising from last report Action point Person responsible Status [Action point] [Identify person responsible for this action point] [Insert status] [Action point] [Identify person responsible for this action point] [Insert status] [Action point] [Identify person responsible for this action point] [Insert status] [Action point] [Identify person responsible for this action point] [Insert status] 3 Executive

Annual general meetings are in theory an important method of governance of companies in which pension funds invest; the rules are being simplified (Companies Act 2006).

This is a general meeting which is required under the Companies Act 2006 to be held annually by public companies and private companies that are traded companies.

Article 23 Add the following new Article 23.6: Unless otherwise instructed by an Investor Direction, the Board shall procure that an annual general meeting of the Company takes place

Article 22 Add the following new Article 22.6: Unless otherwise instructed by an Investor Direction, the Board shall procure that an annual general meeting of the Company takes place

The SRA requires all firms to provide annual information on a prescribed form.

The diagram below shows key stages in planning your L&D resource. Step 1—see Precedents: Business case for learning and development, L&D costs, L&D policy—staff survey, Learning