Here you can download resources – such as PDF versions of the toolkit tutorials – to learn offline. 


        
 
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The trustee's role: Case example 2/3 - Arthur Scargill
PDF document trustees-role-case-example-arthur-scargill.pdf

Find out about the famous Scargill case of the eighties


0.09Mb, 2 pages


The trustee's role: Case example 3/3 - Brian's big mistake
PDF document trustees-role-case-example-brians-big-mistake.pdf

Find out about how Brian could have saved himself from a big shock


0.09Mb, 2 pages


Running a scheme: Check your scheme worksheet
PDF document running-a-scheme-check-your-scheme-worksheet.pdf

Complete the worksheet to understand your own scheme in relation to the learning from this module


0.08Mb, 5 pages


Running a scheme: Tutorial 1/5 - Scheme governance
PDF document running-a-scheme-tutorial-one.pdf

Learn what governance means in the context of a trustee board.


0.42Mb, 3 pages


Running a scheme: Tutorial 2/5 - Risk management and internal controls
PDF document Running a scheme - Tutorial 2 Risk management and internal controls.pdf

Find out about potential problems in pensions schemes and what trustees can do to control these risks.


0.47Mb, 7 pages


Running a scheme: Tutorial 3/5 - Scheme admin and member data
PDF document Running a scheme - Tutorial 3 Scheme admin and member data.pdf

Find out about the importance of sound administrative arrangements.


0.47Mb, 8 pages


Running a scheme: Tutorial 4/5 - Introducing advisers and service providers
PDF document running-a-scheme-tutorial-four.pdf

Find out about the people that you can turn to for advice and who help you run the scheme efficiently.


0.17Mb, 4 pages


Running a scheme: Tutorial 5/5 - Appointing advisers and service providers
PDF document Running a scheme - Tutorial 5 Appointing advisers and service providers.pdf

Learn about the important factors when appointing advisers and service providers and see an example appointment process.


0.11Mb, 6 pages


Running a scheme: Scenario 1/2
PDF document running-a-scheme-scenario-one.pdf

In this scenario you attend your first trustee board meeting, review the risk register and in particular the risk relating to member data.


0.58Mb, 7 pages


Running a scheme: Scenario 2/2
PDF document running-a-scheme-scenario-two.pdf

In this scenario your first board meeting continues and the trustees discuss the member complaints and review the business plan.


0.18Mb, 4 pages


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