Meeting your trustee responsibilities

Employers, trustees and scheme administrators
Page functions Print this page
Breadcrumb Navigation

group of office workers standing against windowThis section gives you a comprehensive guide to everything you need to know to make sure you meet all the necessary rules and regulations. We cover:

  • statement of investment principles (SIPs)
  • the Employment Equality (Age) Regulations 2006
  • all the issues around TPS32
  • the changes introduced by the Finance Act 2004 and Pensions Act 2004

 

Statement of investment principles

You’re probably aware that the Occupational Pensions Schemes (Investment) Regulations, which came into force on 30 December 2005, removed the exemption of wholly insured schemes with 100 or more lives not having to prepare and maintain a SIP. These schemes are now required to have a written SIP.

Find out how to prepare a statement of investment principles.

Trustee-proposed section 32

It’s a plan which is designed to allow the trustees of an occupational pension scheme to transfer the members’ benefits into individual plans that the members then have complete control over.

Read more about the duties and responsibilities around TPS32.

writing at desk

Age discrimination

The Employment Equality (Age) Regulations 2006 were introduced to stop age-related discrimination and harassment in the workplace.

Duties and responsibilities

Find out which aspects of the 1995 and 2004 Pensions Acts still apply.

Finding advice

Find a financial adviser in your area.

Employer e-zine

Sign up to receive our employer newsletter. It’ll keep you up to date with news in the fast-changing world of pensions and give you scheme management ideas and support.

Sign up