The pension fund trustee handbook

著者

書誌事項

The pension fund trustee handbook

Roger Self

Tolley, c1996

3rd ed

タイトル別名

Tolley's pension fund trustee handbook

大学図書館所蔵 件 / 全2件

この図書・雑誌をさがす

注記

Includes index

内容説明・目次

内容説明

As the regulations made under the Pensions Act 1995 come into force, it becomes clearer to the experts what effect the Act has on the trustee's role. But is is vital that trustees understand, too, especially as one of the most important effects of the Act is to make trustees more personally responsible, to the point that they may be sued if found negligent. This work explains the duties and responsibilities of trustees succinctly and in jargon-free language, and covers all the latest regulations made under the Pensions Act. Written by a respected pensions author and journalist, expert in explaining complex pensions issues to a lay readership, this work should help any trustees carry out their duties, new and old, competently and without risk of legal problems. Area by area, it covers all aspects of the trustee's role, including: their duties and responsibilities under trust law; their duties as regards the pensions manager, auditor, account and investment manager; Breaches of Trust and trustees' accountablity; and protection of trustees, including indemnity and exoneration clauses and negligence insurance. This edition features checklists at the end of each chapter, to remind the reader of the main points to be kept in mind. The Pensions Act 1995 is the most significant development in pension truseeship this century. This work is up to date with all its relevant provisions so far, including the important Member-nominated Trustee Regulations which come into force in October 1996.

目次

  • Occupational pension schemes
  • the trustee body
  • how trustees are chosen
  • trustee duties, powers and discretions
  • trust deeds and rules
  • pensions in the context of industrial relations
  • trustees and the employer
  • trustees and the pension fund member
  • professional advisers
  • trustees and the pensions manager
  • trustees and pensions consultant
  • trustees and the scheme actuary
  • trustees and the pension lawyer
  • trustees and the fund accountant
  • investing pension fund assets
  • conduct of trustee meetings
  • special situations
  • resolutions of individual disputes breaches of trust
  • protection of trustees
  • compensation schemes
  • training opportunities for trustees
  • the duties and sanctions imposed by the Pensions Act 1995
  • exempt-approved occupational pension schemes
  • social security, employment and Inland Revenue legislation
  • affecting occupational pension schemes
  • NAPF checklist for pension fund trustees.

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