Publications
The Pension Trustee Guide
• The Pensions handbook aimed specifically at Pension Trustees.
• Also applicable to others involved in Pensions such as Advisors and Scheme Members
• A core guide totally focussed on trustee knowledge requirements under the Pensions Act 2004
• A very readable and concise book of 290 pages
• Checked for technical accuracy by Punter Southall
• Written in the same order as the introductory course Contents
• Pension Schemes – general introduction
• The Regulatory Environment
• Trust law and trustees
• Taxation and pensions
• New trustees – relevant scheme documents
• Organisation and administration
• Disclosure of information and reporting to the Regulator
• Investments
• Principles of Investment
• The investment process
• Scheme funding
• Discharging scheme liabilities; transfers and winding upThe book covers both defined benefit and defined contribution schemes.
The book can be purchased for £95.00 plus postage and packing by telephone at 01344 751672 or simply download our brochure (available on the right hand menu of this page). The brochure contains an application form for our courses and you can purchase the book.
• The Pensions handbook aimed specifically at Pension Trustees.
• Also applicable to others involved in Pensions such as Advisors and Scheme Members
• A core guide totally focussed on trustee knowledge requirements under the Pensions Act 2004
• A very readable and concise book of 290 pages
• Checked for technical accuracy by Punter Southall
• Written in the same order as the introductory course Contents
• Pension Schemes – general introduction
• The Regulatory Environment
• Trust law and trustees
• Taxation and pensions
• New trustees – relevant scheme documents
• Organisation and administration
• Disclosure of information and reporting to the Regulator
• Investments
• Principles of Investment
• The investment process
• Scheme funding
• Discharging scheme liabilities; transfers and winding upThe book covers both defined benefit and defined contribution schemes.
The book can be purchased for £95.00 plus postage and packing by telephone at 01344 751672 or simply download our brochure (available on the right hand menu of this page). The brochure contains an application form for our courses and you can purchase the book.