Standard documents
This is a list of all standard documents published by PLC. All standard documents have links to related drafting notes and are regularly updated by PLC editors.
For information on converting PLC standard documents into your firm's style, see PLC Firmstyle (www.practicallaw.com/A30700).
| 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. |
| Trustee conflicts of interest: register of trustees' interests A standard-form register of trustees' interests to record and monitor interests declared by trustees 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. |
| 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. |
| 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. |
| 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. |
| Trustee conflicts of interest: declaration of interests A standard-form declaration of interests for use by an individual on appointment as a trustee 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. |
| 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. |
| 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. |
| 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 conflicts of interest policy A standard-form conflicts of interest policy for use by trustees of trust-based occupational pension schemes setting out the procedure for identifying, monitoring and managing actual and potential conflicts of interest. 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. |
| 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. |
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