Essentials
Our series of four “Essential” publications are now recognised as required reading for trustees. They include practical guides relating to trustee self-assessment, getting the best from advisers and risk assessment and mitigation. 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 advisors and service providers
This document provides trustees with a practical framework to review the performance of their advisors and service providers.
Custodians
This document provides a guide to good practice to help trustees develop their contractual working relationship with their custodians.