The Pension Trustee's Handbook: The Definitive Guide to the Trustee's Role and Obligations

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Thorogood Publishing, 2007 - Business & Economics - 352 pages
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Pension trustees in England face a maze of legislation and regulations as never before. The need for expert, accessible advice has never been greater. Written in clear, direct language, the new fifth edition of Robin Ellison's definitive guide to the trustee's role and obligations has been fully amended to take into account all changes to the law and regulations since the Pensions Act 2004. The Pension Trustee's Handbook offers you 5 key advantages: * contains no legalese or jargon* shows you how anticipate problems * practical advice on what you need to do* ends each chapter with a summary of key points * includes case studies, check lists and addresses
 

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Contents

1 INTRODUCTION
17
2 WHY HAVE A TRUST?
31
3 TAKING OFFICE
51
4 THE PAPERWORK
65
5 INVESTING THE ASSETS
73
6 PROVIDING INFORMATION
87
7 PAYING BENEFITS
95
8 TAKING ADVICE
107
21 GIVING ADVICE
197
22 REGULATION
201
23 DISPUTES
213
24 DIVORCE AND FAMILY MATTERS
219
PART III THE BLUFFERS GUIDE
227
APPENDIX I THE BLUFFERS GUIDE
229
APPENDIX II THE BRITISH PENSIONS SYSTEM
235
APPENDIX III PENSIONS BY NUMBERS
241

9 TRUSTEES AND EMPLOYERS
117
8 PROTECTING YOURSELF
123
PART II TRUSTEESHIP IN PRACTICE
135
11 FUNDING SURPLUSES AND DEFICITS
139
12 BENEFIT CHANGES
149
13 TRADE UNIONS
153
14 STATE PENSIONS
155
15 EQUAL TREATMENT
161
16 EARLY LEAVERS
169
17 MERGERS AND ACQUISITIONS
177
18 WINDINGUP THE SCHEME
187
19 WHEN YOUR EMPLOYER GOES BUST
189
20 MEMBERS RIGHTS
193
APPENDIX IV BLUFFERS CASES
245
APPENDIX V ADDRESSES
251
APPENDIX VI FURTHER READING
257
APPENDIX VII THE PENSIONS YEAR
269
APPENDIX VIII QUALIFICATIONS AND TRAINING
273
APPENDIX IX THE NAPF CHECKLIST FOR PENSION FUND TRUSTEES
275
APPENDIX X THE MYNERS PRINCIPLES
277
APPENDIX XI US DEPARTMENT OF LABOR STATEMENT ON ACTIVISM
285
APPENDIX XII PENALTIES
293
APPENDIX XIII THE PENSIONS REGULATOR TRUSTEE GUIDES
305
TRUSTEE KNOWLEDGE AND UNDERSTANDING TKU
309
INDEX OF ADVERTISERS
351
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About the author (2007)

The author Robin Ellison is Head of Strategy, Pensions at UK law firm Pinsent Masons. He is a member of the CBI Pensions Panel and a trustee of several pension funds, both as independent trustee and as chairman. He also practices as a commercial mediator. He is the author of numerous books on pensions including The Pension Trustee's Investment Guide, (Thorogood Publishing) and editor of Pensions Benefits Law Reports. He is Chairman of the NAPF and Visiting Professor in Pensions Law and Economics at Cass Business School, City University London.

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