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


        
 
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Funding your DB scheme: Check your scheme worksheet
PDF document funding-your-db-scheme-check-your-scheme-worksheet.pdf

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


0.18Mb, 4 pages


Funding your DB scheme: Tutorial 1/6 - The statutory funding objective
PDF document Funding your DB scheme - Tutorial 1 The statutory funding objective.pdf

Find out about the requirement to meet the statutory funding objective


0.05Mb, 5 pages


Funding your DB scheme: Tutorial 2/6 - Valuing the scheme's liabilities
PDF document Funding your DB scheme - Tutorial 2 Valuing the schemes liabilities.pdf

Find out about different ways of measuring the liabilities and funding position of a scheme


0.10Mb, 10 pages


Funding your DB scheme: Tutorial 3/6 - Calculating the liabilities
PDF document Funding your DB scheme - Tutorial 3 Calculating the liabilities.pdf

Find out about how some of the calculations are made


0.07Mb, 7 pages


Funding your DB scheme: Tutorial 4/6 - Impact of assumptions
PDF document Funding your DB scheme - Tutorial 4 Impact of assumptions.pdf

Here you will be able to investigate the impact of assumptions on the funding position of the scheme


0.5Mb, 32 pages


Funding your DB scheme: Tutorial 5/6 - Individual and bulk transfers
PDF document Funding your DB scheme - Tutorial 5 Individual and bulk transfers.pdf

Find out about individual transfers, cash equivalent transfer values, being cautious about the employer offering incentives to transfer out of the scheme and what happens in the event of a bulk transfer of members either into or out of a scheme


0.07Mb, 6 pages


Funding your DB scheme: Tutorial 6/6 - Additional employee funding
PDF document Funding your DB scheme - Tutorial 6 Additional employee funding.pdf

Find out about additional funding that can be made by employees


0.05Mb, 4 pages


Funding your DB scheme: Scenario 1/3
PDF document Funding your DB scheme - Scenario 1.pdf

In this scenario you and your fellow trustees get to grips with the triennial actuarial valuation for the DB section of the scheme. You have preliminary discussions about the valuation process


0.06Mb, 6 pages


Funding your DB scheme: Scenario 2/3
PDF document Funding your DB scheme - Scenario 2.pdf

In this scenario Robert, the actuary, will report his initial results for the scheme funding valuation, and you will see how the calculations for past service and future service liabilities are made


0.07Mb, 7 pages


Funding your DB scheme: Scenario 3/3
PDF document Funding your DB scheme - Scenario 3.pdf

In this scenario you and your fellow trustees have to deal with a complaint from a former member who considers that he has lost out as the result of a bulk transfer. You also discuss two queries from members about paying additional employee contributions outside of the DB scheme


0.11Mb, 6 pages


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