Practical Pensions Precedents
Published in November 1997
Book
978-0-7520-0477-8 (ISBN)
Description
With pensions practice heavily dependent on accurate documentation, this looseleaf provides a complete range of documents for all areas of pensions practice and administration. Commentary places each core precedent in context and there are notes on the use, completion and variation of each one. Working notes are also provided for the over 60 precedents featured, advising on when and how they should be used. All the material takes into account the extensive changes introduced by the regulations implementing the Pensions Act 1995.
With pensions practice heavily dependent on accurate documentation, this looseleaf provides a complete range of documents for all areas of pensions practice and administration. Commentary places each core precedent in context and there are notes on the use, completion and variation of each one. Working notes are also provided for the over 60 precedents featured, advising on when and how they should be used. All the material takes into account the extensive changes introduced by the regulations implementing the Pensions Act 1995.
With pensions practice heavily dependent on accurate documentation, this looseleaf provides a complete range of documents for all areas of pensions practice and administration. Commentary places each core precedent in context and there are notes on the use, completion and variation of each one. Working notes are also provided for the over 60 precedents featured, advising on when and how they should be used. All the material takes into account the extensive changes introduced by the regulations implementing the Pensions Act 1995.
More details
Language
English
Place of publication
London
United Kingdom
Publishing group
Sweet & Maxwell Ltd
Target group
Professional and scholarly
Dimensions
Height: 230 mm
Weight
1000 gr
ISBN-13
978-0-7520-0477-8 (9780752004778)
Copyright in bibliographic data is held by Nielsen Book Services Limited or its licensors: all rights reserved.
Schweitzer Classification
Content
Volume 1: introduction - drafting techniques; the Interim Trust Deed; the Definitive Trust Deed - salary related; the Definitive Trust Deed - money purchase - the long form trust deed and rules, the short form trust deed and rules, and special "small schemes" provisions required by the Inland Revenue. Volume 2: the "little deeds" - deed of removal and appointment of trustees, deed of admission, deed of amendment, deed of amendment and substitution of principal employer; miscellaneous deeds - declaration of trust, assignment of group life policy, deed of appointment of independent trustee, overriding deed relating to the appointment of an independent trustee, merger deed and checklist; Pensions Act forms - professional advisers, internal dispute resolution, adminstration agreement; optional rules - reckonable salary, members' contributions, level pension option, matters of doubt, member appointed trustees, preservation of equivalent pension benefits, money purchase underpin, change in control of principal employer; booklets - final salary, money purchase; miscellaneous - trustees' resolutions, bonus and salary sacrifice, unfunded unapproved pension promise, no-worse-off guarantee, transfer indemnity, individual member's benefit letter, audit of trustees' powers.