| 1 | Amending occupational pension schemes This practice note considers the circumstances in which trustees and employers can amend the provisions of their occupational pension schemes. The note examines the position under trust law, highlighting the main cases about the scope of scheme amendment powers and the formalities required. The note also looks at the various statutory restrictions on exercising amendment powers, including the "subsisting rights" provisions in section 67 of the Pensions Act 1995, and the circumstances in which trustees may modify a scheme by resolution under section 68 of the Pensions Act 1995. | Practice notes | Maintained |
| 2 | Appointment, retirement and removal of pension trustees This practice note considers the law relating to the appointment, retirement and removal of trustees to and from occupational pension schemes. | Practice notes | Maintained |
| 3 | Construction of pension scheme documents: a quick guide A quick guide to the principles of pension scheme document construction and the sources of evidence that may be used to assist in interpretation. | Practice note: overview | Maintained |
| 4 | Disclosure: providing information to members This practice note considers the requirements on trustees and employers to disclose certain information to pension scheme members, prospective pension scheme members, beneficiaries, spouses and civil partners, and recognised trade unions. The note specifically concentrates on the obligations set out in The Occupational Pension Schemes (Disclosure of Information) Regulations 1996 (SI 1996/1655). | Practice notes | Maintained |
| 5 | Execution of deeds and documents Overview of the key legal requirements relating to the execution of deeds and documents under the laws of England and Wales. It reflects the law on execution from 1 October 2009. For details of the law governing execution of deeds and documents before 1 October 2009, see Practice note, Execution of deeds and documents: pre-1 October 2009. | Practice notes | Maintained |
| 6 | Internal dispute resolution procedure This note considers the legal requirements for scheme trustees or managers to put in place an internal dispute resolution procedure (IDRP), the terms of the IDRP, who may use it to complain and the common issues arising when managing an IDRP complaint. | Practice notes | Maintained |
| 7 | Key topics citator A "reverse" citator setting out the main legislative provisions, regulatory materials, leading cases and determinations of the Pensions Ombudsman for some key topics in occupational pensions. Links are also included to the main PLC Pensions materials available for each topic. | Practice notes | Maintained |
| 8 | Members' rights to see scheme documents This note outlines the rights of members of occupational pension schemes to see a scheme's governing documents and other material, under relevant legislation and trust law. It also considers the practical implications for trustees when recording decisions, dealing with requests for disclosure and facing scrutiny of their decisions. | Practice notes | Maintained |
| 9 | Pension trustee exoneration and indemnity clauses Trustee exoneration and indemnity clauses protect trustees from personal liability to scheme members and beneficiaries for breach of trust and negligence. This practice note considers the scope and construction of these clauses and examines alternative forms of trustee protection. | Practice notes | Maintained |
| 10 | Rectifying mistakes in pension scheme documents This practice note looks at the circumstances in which an application to court may be made to rectify mistakes in pension scheme documents. It considers the conditions that must be satisfied for a rectification claim to succeed, the procedure for applying for rectification, evidential issues and the key rectification cases in a pensions context. | Practice notes | Maintained |
| 11 | Restructuring final-salary schemes (2): implementing the ... This practice note examines some key issues relating to the implementation by employers and trustees of measures to restructure final-salary pension schemes. | Practice notes | Maintained |
| 12 | The construction of pension scheme documents This note provides practical guidance on the construction of pension scheme documents. Referring to the relevant case law and procedure, the note considers the principles of construction that apply in a pensions context and the methods available to resolve problems or uncertainties. It also highlights relevant cases dealing with particular provisions in scheme documents. | Practice notes | Maintained |