Guidance

Occupational trust-based schemes providing money purchase benefits: governance and administration

This code of practice covers the governance and administration of occupational trust-based schemes providing money purchase benefits.

• From: The Pensions Regulator
• Published: 9 May 2016

Documents

Governance and administration of occupational trust-based schemes providing money purchase benefits

Ref: Draft code of practice 13

Unnumbered act paper

PDF, 204 KB, 37 pages

Order a copy

This file may not be suitable for users of assistive technology.

Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email [email protected]. Please tell us what format you need. It will help us if you say what assistive technology you use.

Print-ready PDF: Governance and administration of occupational trust-based schemes providing money purchase benefits

PDF, 224 KB, 40 pages

This file may not be suitable for users of assistive technology.

Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email [email protected]. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

This code applies to trustee boards of all occupational trust-based pension schemes with 2 or more members (whether active, deferred or pensioner) which offer money purchase benefits.

It sets out the standards of conduct and practice that we expect trustee boards to meet in complying with their duties in legislation. It replaces the version published in 2013.

The draft code of practice was laid before Parliament on 9 May 2016 as required by Section 91(5) of the Pensions Act 2004. Section 91 includes other provisions related to the issue and publication of the code.

Published 9 May 2016