Tolley's Pensions Administration provides invaluable guidance for all those involved with the practical complexities of administering and overseeing today's occupational pension schemes, whether DB, DC or hybrid, and whether outsourced or administered in-house. Strategic issues, such as IT policy and whether to outsource, are handled alongside day-to-day issues like retirement benefit calculations and dealing with HMRC, and less common situations such as pension buy-outs and winding-up.
The service comprises six information services:
* The looseleaf and CD-ROM service provides expert guidance on pension scheme administration
* The CD-ROM includes substantial selections of the main pensions administration legislation
* Six small bound guides per year - covering topical and specific situations, such as the Special Annual Allowance, in handy slim volumes. These act as portable, quick-reference guides on a variety of topics
* Monthly newsletter - succinct articles and news on general issues affecting the pensions industry
* Budget summary each year - produced immediately after the Budget, it provides a summary of the taxation changes
The contents of the looseleaf and CD-ROM include:
* Types of UK Retirement Provision
* Establishment of Pension Schemes
* Regular and Recurring Transactions and Proceedings
* Contracting Out
* Benefit Calculations
* Pensions Information Technology
* Financial Management
* Communications
* Dispute Resolution
* Scheme Reconstructions
* Winding Up
* Expatriates
* Timescales and Penalties
* Outsourcing
* Trusteeship and Investment for Administrators
Updates are invoiced separately on publication.
