The Pension Trustee's Handbook » (Sixth Edition)

Robin Ellison is Head of Strategy, Pensions at UK law firm Pinsent Masons. He is a member of the CBI Pensions Panel and a trustee of several pension funds, both as independent trustee and as chairman. He also practices as a commercial mediator. He is the author of numerous books on pensions including The Pension Trustee's Investment Guide, (Thorogood Publishing) and editor of Pensions Benefits Law Reports. He is Chairman of the NAPF and Visiting Professor in Pensions Law and Economics at Cass Business School, City University London.

This is the new edition of the definitive guide on pension trustees’ duties and obligations, brought fully to date. Crystal clear and jargon-free, it anticipates everything the trustee needs to know in a no-nonsense, practical manner. It is helpfully divided into three parts: Trusteeship in Law; Trusteeship in Practice; and The Bluffer’s Guide, an invaluable source of information.

This book focuses on what the rules mean in practice, teaches the trustee to anticipate problems and how to solve them and contains no legalese or jargon. Each chapter ends with a summary of points to remember and the book includes valuable case studies, check lists and addresses.

Introduction; PART I: TRUSTEESHIP IN LAW: Taking office; Paperwork; Investing the assets; Providing information; Paying benefits; Taking advice; Trustees and employers; Protecting yourself; PART II: TRUSTEESHIP IN PRACTICE: Funding, surpluses and deficits; Benefit improvements; Trade unions; State pensions; Equal treatment; Early leavers; Mergers and acquisitions; Winding up the scheme; When your employer goes bust; Members' rights; Giving advice; Regulation; OPSA; Disputes; PART III: THE BLUFFER'S GUIDE: The British pensions system; Pensions by numbers; Bluffer's cases; Addresses; Further reading; Valuable further checklists.