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

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 The Pensions Trustee’s Handbook 5th edition......Page 3 CONTENTS......Page 13 FOREWORD......Page 37 PREFACE......Page 43 PART I TRUSTEESHIP IN LAW......Page 49 1 INTRODUCTION......Page 53 2 WHY HAVE A TRUST?......Page 67 3 TAKING OFFICE......Page 87 4 THE PAPERWORK......Page 101 5 INVESTING THE ASSETS......Page 109 6 PROVIDING INFORMATION......Page 123 7 PAYING BENEFITS......Page 131 8 TAKING ADVICE......Page 143 9 TRUSTEES AND EMPLOYERS......Page 153 8 PROTECTING YOURSELF......Page 159 PART II TRUSTEESHIP IN PRACTICE......Page 171 11 FUNDING SURPLUSES AND DEFICITS......Page 175 12 BENEFIT CHANGES......Page 185 13 TRADE UNIONS......Page 189 14 STATE PENSIONS......Page 191 15 EQUAL TREATMENT......Page 197 16 EARLY LEAVERS......Page 205 17 MERGERS AND ACQUISITIONS......Page 213 18 WINDING-UP THE SCHEME......Page 223 19 WHEN YOUR EMPLOYER GOES BUST......Page 225 20 MEMBERS’ RIGHTS......Page 229 21 GIVING ADVICE......Page 233 22 REGULATION......Page 237 23 DISPUTES......Page 249 24 DIVORCE AND FAMILY MATTERS......Page 255 PART III THE BLUFFER’S GUIDE......Page 263 APPENDIX I THE BLUFFER’S GUIDE......Page 265 APPENDIX II THE BRITISH PENSIONS SYSTEM......Page 271 APPENDIX III PENSIONS BY NUMBERS......Page 277 APPENDIX IV BLUFFER’S CASES......Page 281 APPENDIX V ADDRESSES......Page 287 APPENDIX VI FURTHER READING......Page 293 APPENDIX VII THE PENSIONS YEAR......Page 305 APPENDIX VIII QUALIFICATIONS AND TRAINING......Page 309 APPENDIX IX THE NAPF CHECKLIST FOR PENSION FUND TRUSTEES......Page 311 APPENDIX X THE MYNERS PRINCIPLES......Page 313 APPENDIX XI US DEPARTMENT OF LABOR STATEMENT ON ACTIVISM......Page 321 APPENDIX XII PENALTIES......Page 329 APPENDIX XIII THE PENSIONS REGULATOR TRUSTEE GUIDES......Page 341 APPENDIX XIV CODE OF PRACTICE: TRUSTEE KNOWLEDGE AND UNDERSTANDING (TKU)......Page 345 INDEX OF ADVERTISERS......Page 387 New laws and regulations have extended significantly the exposure of trustees to civil and criminal liabilities" Pension trustees 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 5th 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. It is fully up to date as at autumn 2006. "The Pension Trustee's Handbook" offers you 5 key advantages. It contains no legalese or jargon. It shows you how to anticipate problems. It contains practical advice on what you need to do. It ends each chapter with a summary of key points, and includes case studies, check lists and addresses. "The Pension Trustee's Handbook 5th edition" has been endorsed by the Pensions Management Institute, the professional body for those working in the field of pensions and employee benefits Pension trustees 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 5th 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. It is fully up to date as at autumn 2007