Investment governance and strategy requirements, environmental and social duties, and issues affecting the funding of defined benefit pension schemes such as employer covenant and integrated risk management.
How trustees can meet the requirements for the governance and reporting of their scheme’s climate-related risks and opportunities.
Investment guidance for trustees and advisers running schemes that offer defined benefits.
Make sure you have the right investment governance arrangements and the investment strategies you put in place provide the best chance for your pension scheme members to get a good outcome.
Trustee duties when working with providers of investment consultancy and fiduciary management services, including setting objectives for investment consultants and tendering for fiduciary management services.
How trustees should deal with a proposal which involves the abandonment of a defined benefit pension scheme.
How to assess the employer covenant of a DB pension scheme as part of an integrated approach to managing scheme risks, monitoring the covenant and improving scheme security.
This guidance is based on our recent experience relating to asset-backed contributions and sets out our expectations of trustees when considering such arrangements.
The role of the employer and what they need to think about in relation to their scheme if considering a corporate transaction.
What a proportionate and integrated approach to risk management might look like and how trustees could go about putting one in place.
Guidance for insolvency practitioners on the need to notify us if an employer with a defined benefit pension scheme uses a moratorium to explore rescue and restructuring options.
How trustees should go about deciding on mortality assumptions in an actuarial valuation for a defined benefit pension scheme.
Aimed at trustees of multi-employer DB schemes and their sponsoring employers to help them understand the ways an employer can manage their liabilities.
Practical recommendations for spotting signs of corporate distress and how trustees can protect their pension scheme.
Important information if you are considering making a regulated apportionment arrangement (RAA) application.
These scheme funding case studies demonstrate how the regulator, employers and trustees have worked together to resolve funding issues.
This section contains some FAQs in relation to scheme funding along with our responses.
Free online learning on DB scheme funding and managing investments in pension schemes. You must log in or sign up to use the Trustee Toolkit.
