The Pension Trustee's Handbook

Overview

“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 6th 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 to anticipate problems
• Provides practical advice on what you need to do
• Ends each chapter with a summary of key points
• Includes case studies, checklists and useful addresses

Content

Introduction

Part I: Trusteeship in law

• Taking office
• Paperwork
• Investing the assets
• Providing information
• Paying benefits
• Taking advice
• Trustees and employers
• Protecting yourself

Part II: Trusteeship in practice

• Funding, surpluses and deficits
• Benefit improvements
• Trade unions
• State pensions
• Equal treatment
• Early leavers
• Mergers and acquisitions
• Winding up the scheme
• When your employer goes bust
• Members’ rights
• Giving advice
• Regulation
• OPSA
• Disputes

Part III: The Bluffer’s guide

• The British pensions system
• Pensions by numbers
• Bluffer’s cases
• Addresses
• Further reading
• Valuable further checklists

Reviews

Endorsed by The Pensions Management Institute

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.

For further details on trustee innovations and awards, go to the The Pensions Management Institute website.

Praise for previous editions

‘Scores very highly… mandatory education for your trustee board.’

Pensions Today

‘Immensely reassuring… clear and practical.’

Benefits and Compensation International

‘A very useful book – one for the shelves of all pension trustees.’

Personnel Today

‘Very straightforward and accessible … this is a useful and practical primer for trustees.’

Pensions News

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.

sponsorship

This is a superb sponsorship opportunity to directly reach pension trustees, pension fund managers, finance directors, company secretaries and IFA’s.

To find out how your organisation can be involved with this industry recognised publication please email Liz at info@thorogoodpublishing.co.uk