This book provides comprehensive guidance on the role and duties of a trustee. It provides explanations of the legal requirements affecting pension schemes so that trustees can ensure that these have been complied with. The handbook also addresses the important topics and gives guidance and support to those managers, administrators, directors and other members who have taken on the role of serving as a pension fund trustee. The latest edition includes coverage of all the recent legislative and practical changes to pensions over the last year.

This handbook provides both new and experienced trustees with easy-to-understand information and advice on their responsibilities. Covering all areas of the PMI Trustee certificate, it includes checklists after each chapter, and practical guidance on a range of subjects, including: trustees duties, powers and discretions; the trustee's relationship with professional advisers; breach of trust; investing pension fund assets; the conduct of trustee meetings.

Takes into account the changes to the law and regulations since the Pensions Act 2004. This book contains practical advice on what you need to do. It ends each chapter with a summary of key points, and includes case studies, check lists and addresses.

Provides a first port of call for those seeking information sources in a sector that has undergone tremendous change in recent years. Includes information on banks and building societies, insurance companies, investment funds and pension funds. Highlights essential reference works, consumer information, career guides, technical reports, official publications, market and company research, product information and electronic resources. Identifies the most appropriate sources and provides assistance in choosing between competing items and provides an overview of significant international sources