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


        
 
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How a DB scheme works: Check your scheme worksheet
PDF document how-a-db-scheme-works-check-your-scheme-worksheet.pdf

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


0.09Mb, 6 pages


How a DB scheme works: Tutorial 1/6 - The basics
PDF document How a DB scheme works - Tutorial 1 The basics.pdf

Find out about DB schemes and in particular the assumptions made to produce the technical provisions


0.10Mb, 11 pages


How a DB scheme works: Tutorial 2/6 - Managing the liabilities
PDF document How a DB scheme works - Tutorial 2 Managing the liabilities.pdf

Find out about some different approaches that can be taken to deal with a deficit


0.08Mb, 7 pages


How a DB scheme works: Tutorial 3/6 - Employer covenant
PDF document How a DB scheme works - Tutorial 3 Employer covenant.pdf

Find out what the employer covenant is and the information sources trustees can use to measure its strength


0.11Mb, 10 pages


How a DB scheme works: Tutorial 4/6 - Risks to covenant
PDF document How a DB scheme works - Tutorial 4 Risks to employer covenant.pdf

Find out more about a deteriorating covenant and what trustees can do in these circumstances


0.05Mb, 5 pages


How a DB scheme works: Tutorial 5/6 - Implications of winding up a DB scheme
PDF document How a DB scheme works - Tutorial 5 Implications of winding up a DB scheme.pdf

Find out what wind-up is, who can trigger a wind-up and when it will take place


0.05Mb, 4 pages


How a DB scheme works: Tutorial 6/6 - Corporate transactions
PDF document How a DB scheme works - Tutorial 6 Corporate transactions.pdf

Find out about the actions trustees can take when the sponsoring employer is considering an asset sale, share sale or withdrawal of an employer in a multi-employer scheme.


0.08Mb, 10 pages


How a DB scheme works: Scenario one
PDF document How a DB scheme works - Scenario 1.pdf

In this scenario you will find out how the actuary does a valuation of the scheme’s liabilities, that is, how he works out what it will cost to pay the members’ pensions as they fall due


0.06Mb, 7 pages


How a DB scheme works: Scenario two
PDF document How a DB scheme works - Scenario 2.pdf

In this scenario you and your fellow trustees are growing more and more concerned about the financial health of the company


0.067Mb, 7 pages


How a DB scheme works: Scenario three
PDF document How a DB scheme works - Scenario 3.pdf

In this scenario the trustees explore the implications of triggering a scheme wind-up and look at options regarding corporate transactions


0.07Mb, 9 pages


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