Essentials
Our series of “Essentials” publications are now recognised as required reading for trustees. They include practical guides relating to trustee self-assessment, getting the best from advisers, risk assessment and working with the Secretary to the Trustees and the Pensions Manager. They have received endorsement from The Pensions Regulator and appear on its website as a link to the Trustee Toolkit.
Trustee Self-Assessment
This document provides a framework of over 60 questions for trustees and the chair of trustees.
Pension Scheme Risk Assessment
This document is designed to help trustees identify and manage the major risks that a defined benefit pension scheme can face.
Getting the Best from your Advisers and Service Providers
This document provides trustees with a practical framework to review the performance of their advisers and service providers.
Custodians
This document provides a guide to good practice to help trustees develop their contractual working relationship with their custodians.
Working with the Secretary to the Trustees and the Pensions Manager
This document provides a framework for assessing and getting the best from the trustees' relationship with their Scheme Secretary and also the Pensions Manager.
Investment
This document is designed to help trustees identify and meet the challenges facing them in this vital and demanding area.