Standard Trust Deed And Rules For Pension Scheme (Private Sector)
by
Genie Team
Oct, 06 2022
When to use this template
A standard-form trust deed and rules for a private-sector occupational pension scheme providing benefits on a final-salary, career-average, and money purchase basis.
Key issues covered in this template
Age, shares, gifts over
Appoint adviser
Clause 23 benefits
Continuous service
Duty of confidentiality
Legal proceedings
Normal Pension Age
Seek consent
Unpaid leave
pension sharing
The Occupational and Personal Pension Schemes (Conditions for Transfers) Regulations 2021
What to watch out for
The standard-form trust deed and rules for a private-sector occupational pension scheme providing benefits on a final-salary, career-average and money purchase basis
The scheme's trustees and the employer(s) who are party to the scheme
The scheme's beneficiaries (i.e. the members and their dependants)
The scheme's assets and how they are held/invested
The scheme's liabilities, including any unfunded benefits
The scheme's funding arrangements, including any deficit
The scheme's governing law and jurisdiction
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Author
Genie Team
@genieteam
Genie AI
The Genie Team consists of lawyers and paralegals. Our aim is to open source the law and provide high quality, regularly reviewed legal documents.