Looking for practical guidance on pension trusteeship?

22 February 2018

The Law Debenture Essentials Guides ask the questions that all trustees and scheme stakeholders should consider to ensure the effective running of a scheme.

We have updated the three guides for 2018 and they are available for free download using the links below.

The Essentials guides have been widely used across the industry for 12 years. While they work as stand-alone resources, many trustee groups have found that by involving LawDeb they can get even greater value from them. Our experts can work with you in the following ways:

  • Provide a personalised digital version of the Guides to allow your scheme trustees and advisers to answer the questions posed and then share the compiled results with you
  • Analyse these results and guide you to make improvements to your framework and processes where required
  • Run face to face sessions with to discuss the findings, provide guidance and answer questions from the scheme trustees and stakeholders 
   
  • LawDeb provides a personalised online survey for your Board of Trustees and stakeholders to complete
  • LawDeb shares these results with you
From £200
  • LawDeb provides a personalised online survey for your Board of Trustees and stakeholders to complete
  • LawDeb shares these results with you
  • LawDeb provides a written analysis of the results, the areas that need improvement and practical steps to achieve this
From £750
  • A face-to-face session with the Trustee Board where a LawDeb representative runs through this analysis and provides tailored insight whilst answering your questions
From £500.
This session will be tailored to your requirements and duration.
   

The Guides

Pension Trustee Self-Assessment

This guide provides practical guidance for measuring trustee effectiveness. The assessment covers the actions required to deliver effective trusteeship that ensures:

  • members and their dependents receive their benefits promptly and accurately calculated in accordance with the scheme provisions and the law; and
  • so far as the trustees are able,  sufficient assets are available and contributions paid to enable this objective to be met

The responses to this assessment will highlight areas where performance may be below the expected standard and should therefore be improved to ensure delivery of the criteria above.

Download the Essentials Guide: Pension Trustee Self-Assessment here

Contact us to find out how we can support your trustee board with advice on improving performance.

Investment

There is no easy answer when it comes to investment - this guide spells out the underlying questions to be considered by a trustee board when making investment decisions for a pension scheme.

The Guide is divided into seven sections: Investment Objectives; Investment Strategy; Investment Risk; Derivatives & Hedging; Investment Consultants; Investment Managers and Governance & Compliance.

Download the Essentials Guide: Investment here

Contact us  to find out how we can support your trustee board in gaining the knowledge required to make sound investment decisions.

Getting the most from your advisers

A key role for trustees is managing and working effectively with advisers. The nature of the work can be varied and complex.

This Guide provides a framework which trustees can follow when evaluating the performance of existing advisers or appointing new ones. The Guide covers actuaries, auditors, investment consultants, legal advisers and covenant advisers and can be applied to other roles as well.

Download the Essentials Guide: Getting the best from your advisers here

Contact us to find out how we can support you in maximising the efficiency and effectiveness of your adviser relationships.

Back to top