| Arrangements for nominating and selecting member-nominated trustees Standard document setting out arrangements for nominating and selecting member-nominated trustees under section 241 of the Pensions Act 2004. For more on member-nominated trustees, see Practice note, Member-nominated trustees and directors. This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |
| Deed of retirement of trustee A deed of retirement to be used when a trustee of an occupational pension scheme wants to step down from office of his own accord. This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |
| Deed of amendment: Finance Act 2011 A standard-form deed of amendment introducing alterations to the governing trust deed and rules of a private-sector defined benefit occupational pension scheme, reflecting legislative changes introduced by the Finance Act 2011. This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |
| Section 251 trustee resolution to preserve power to pay surplus to employer passed from 3 January 2012 to 5 April 2016 A trustee resolution passed from 3 January 2012 to 5 April 2016, made in accordance with section 251 of the Pensions Act 2004 to preserve a trustee power to pay surplus scheme funds to an employer. This document has integrated drafting notes embedded within the text. Click on a heading to read the note. See the Actions box on the right for additional viewing options. |
| Trustee confidentiality agreement A long-form confidentiality agreement for use between trustees of a pension scheme and its participating employer(s) and/or companies in the participating employer's group. This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |
| Deed of amendment: flexible apportionment arrangements A standard-form deed of amendment introducing alterations to the governing trust deed and rules of a private-sector defined benefit occupational pension scheme. The deed adds optional wording relating to flexible apportionment of employer debts arising under section 75 of the Pensions Act 1995. This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |
| Deed of substitution of new principal employer A standard-form deed substituting a new principal employer in an occupational pension scheme. This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |
| Deed of amendment A deed of amendment to be used when amending the deed or rules of an occupational pension scheme.This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |
| Internal dispute resolution procedure (two stages) An internal dispute resolution procedure document (IDRP) for trustees of an occupational pension scheme who wish to use a two-stage, rather than one-stage, IDRP. This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |
| Internal dispute resolution procedure (two stages): second-stage decision letter A letter from scheme trustees or managers notifying a complainant of the outcome of their appeal, in a two-stage internal dispute resolution procedure. This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |
| Pension scheme trustee resolution A standard document for a resolution by trustees of an occupational pension scheme. Integrated drafting notes. This document has integrated drafting notes embedded within the text. Click on a heading to read the note. See the Actions box on the right for additional viewing options. |
| Deed of appointment of new trustee A deed to be used for appointing one or more new trustees to an occupational pension scheme.This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |
| Deed of retirement (or removal) and appointment of new trustee A deed to be used when a trustee of an occupational pension scheme wishes to retire (or when the scheme's principal employer wishes to remove him) and a new trustee is to be appointed in his place. This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |
| Section 251 trustee resolution to preserve power to pay surplus to employer - amending a resolution passed before 6 April 2011 A trustee resolution to amend or repeal a resolution made in accordance with section 251 of the Pensions Act 2004, preserving a trustee power to pay surplus scheme funds to an employer and passed before 6 April 2011. This document has integrated drafting notes embedded within the text. Click on a heading to read the note. See the Actions box on the right for additional viewing options. |
| Internal dispute resolution procedure (two stages): first-stage decision letter A letter to send to the complainant informing them about the specified person's decision under a scheme's two-stage internal dispute resolution procedure. This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |
| Deed of amendment: scheme apportionment arrangement A deed of amendment to be used when amending the deed or rules of a defined benefit occupational pension scheme to permit the apportionment of employer debts. The deed also contains sample wording for a scheme apportionment arrangement. |
| Deed of termination A deed of termination and discharge of trustees to be used as a formal record of the termination of an occupational pension scheme. This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |
| Invitation to nominate candidates to become member-nominated trustees Letter to scheme members inviting them to nominate candidates to become member-nominated trustees. |
| Deed of participation of new employer A standard-form deed admitting a new employer to participation in a multi-employer occupational pension scheme. This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |
| Pension trustee minutes A standard document for recording minutes of a trustee meeting for an occupational pension scheme. Integrated drafting notes. This document has integrated drafting notes embedded within the text. Click on a heading to read the note. See the Actions box on the right for additional viewing options. |
| Trustee confidentiality letter Standard document confidentiality letter for use between trustees of a pension scheme and its participating employer(s) and/or companies in the particapting employer's group. This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |
| Deed of accession A deed of accession issued in connection with an asset purchase or similar transaction whereby the buyer agrees to be bound by the rules of the pension scheme to which its new employees belong. |
| Pension scheme trust deed and rules A standard-form trust deed and rules for a private-sector occupational pension scheme providing defined benefits on a final-salary or career-average basis. To search for a particular word or phrase in the document, use the "keyword finder" at the lower right-hand side of the page. This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |
| Internal dispute resolution procedure (two stages): appeal form (second stage) A standard form for complainants to use to ask the scheme's trustees or managers to reconsider the first-stage decision under a scheme's two-stage internal dispute resolution procedure. |
| Internal dispute resolution procedure (two stages): application form (first stage) Application form for use by a complainant to raise a disagreement under a pension scheme's two-stage internal dispute resolution procedure. |
| Deed of removal of trustee A deed of removal to be used when the principal employer of an occupational pension scheme wishes to remove a trustee from office. This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |
| Member-nominated trustee nomination form Form on which members shall nominate candidates to become member-nominated trustees under section 241 of the Pensions Act 2004. |
| Trustee resolution adopting member-nominated trustee arrangements A trustee resolution adopting arrangments for nominating and selecting member-nominated trustees. |
| Ballot for the selection of member-nominated trustees Ballot form for the selection of member-nominated trustees where more candidates are nominated than there are vacancies. |
| Deed of amendment: automatic enrolment A standard-form deed of amendment introducing alterations to the governing trust deed and rules of a private-sector contracted-out defined benefit occupational pension scheme. The deed adds optional wording relating to the new employer duties under the Pensions Act 2008 that will eventually require all UK employers to automatically enrol eligible employees in a workplace pension scheme, unless they are already members of a qualifying scheme. This standard document contains drafting notes integrated within the text. You can view the document without the integrated drafting notes, or view the notes by themselves, using the options in the "Actions" box in the top-right corner of the screen. |