Standard documents

An actuary's letter sets out the actuarial basis on which the transfer amount will be calculated and usually takes the form of a letter from the seller's actuary to the buyer's actuary which is annexed to the pensions schedule of an asset purchase agreement or a share purchase agreement where a bulk transfer is made on the sale of a part of a group of companies.

A standard document for an asset purchase agreement, the key agreement documenting the sale and purchase of a business. For the provisions to be inserted into the property schedule, see Standard document, Property schedule: asset purchase agreement. For a list of supplementary standard clauses to be used with this document, see Supplementary clauses: asset purchase agreement. PLC Corporate with thanks to David Day and Simon Howley, CMS Cameron McKenna for their comments. (Employment provisions by PLC Employment. Intellectual property provisions by PLC IPIT & Communications. Data protection provisions by Simon Jones, DLA Piper UK LLP. Pensions provisions by PLC Pensions, based on material originally contributed by Mayer Brown. Environmental provisions by PLC Environment.)

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.

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.

A standard form admission agreement for use by an administering authority of the Local Government Pension Scheme. The agreement is the means by which a private contractor, to whom former local government employees transfer under TUPE, can participate in the Scheme as an admission body. The Local Government Pension Scheme (Administration) Regulations 2008 (SI 2008/239), as amended by the Local Government Pension Scheme (Miscellaneous) Regulations 2012 (SI 2012/1989), detail a list of matters to be included in admission agreements with both tranferee admission bodies and community admission bodies. These are referred to in the drafting notes where appropriate. 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.