Governance

governance

 

DOCUMENTS

The Pensions Regulator's Code of Practice No 9:
The code of practice sets out how occupational pension schemes should satisfy the legal requirement to have adequate internal controls in place. 

The Pensions Regulator's Code No 13, entitled ‘Governance and administration of occupational defined contribution trust-based schemes'. TPR also refer to it as the DC Code.

The DC code, sets out the standards TPR expect you to meet when complying with the law. Each of the code’s six sections is supported by a guide that sets out practical guidance on how you can meet the standards.

Code 13 - Section 1  The trustee Board and Associated Guide

Code 13 - Section 2   Scheme Management skills and Associated Guide

Code 13 - Section 3 - See Administration

Code 13 - Section 4 - See Investment

Code 13 - Section 5 - Value for members and Associated Guide

Code 13 - Section 6 - See Communication

The Pensions Regulator’s discussion paper on 21st Century Trusteeship

Chairman’s statement :the Pensions Regulator has produced a guide for the chairs of DC trustee boards  to help them complete their Chairman’s statement.

Trustee Effectiveness: the PLSA provides trustee effectiveness reviews in collaboration with KPMG. 

SLIDES

WEBSITES

The Pensions Regulator’s website provides a large amount of information to help trustees of DC schemes.

RETIREMENT GUIDANCE

The government has established Pension Wise, a free and impartial service to help individuals understand their choices and how they work. 
In conjunction with Pension Wise,  The Pensions Advisory Service (TPAS) offer a telephone service.

SCAMS

The Pensions Advisory Service (TPAS) website has a video about Pensions Liberation.

The Pensions Regulator also offers guidance 

The pension industry's Code of Good Practice on SCAMS

Pensions Regulator’s website also has videos and information including a transfer checklist (to help schemes check transfer requests) and a booklet for scheme members