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


        
 
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DB recovery plans, contributions and funding principles: Check your scheme worksheet
PDF document DB recovery plans_Check your scheme worksheet.pdf

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


0.03Mb, 2 pages


DB recovery plans, contributions and funding principles: Tutorial 1/6 - Determining the contribution rate
PDF document DB recovery plans, contributions and funding principles - Tutorial 1 Determining the contribution rate.pdf

Find out about the ways that legislation affects who sets the contribution rate


0.06Mb, 4 pages


DB recovery plans, contributions and funding principles: Tutorial 2/6 - Accrued benefits funding methods
PDF document DB recovery plans, contributions and funding principles - Tutorial 2 Accrued benefits funding methods.pdf

Find out about two methods for calculating the technical provisions


0.06Mb, 6 pages


DB recovery plans, contributions and funding principles: Tutorial 3/6 - Recovery plans
PDF document DB recovery plans, contributions and funding principles - Tutorial 3 Recovery plans.pdf

Find out what should be included in a recovery plan, and how you should compile it


0.16Mb, 6 pages


DB recovery plans, contributions and funding principles: Tutorial 4/6 - Future service funding methods
PDF document DB recovery plans, contributions and funding principles - Tutorial 4 Future service funding methods.pdf

Find out about setting contribution rates for future service


0.05Mb, 5 pages


DB recovery plans, contributions and funding principles: Tutorial 5/6 - Agreeing a schedule of contributions
PDF document DB recovery plans, contributions and funding principles - Tutorial 5 Agreeing a schedule of contributions.pdf

Find out about the kinds of negotiations you may have with your employer in the event of the scheme being in deficit


0.05Mb, 4 pages


DB recovery plans, contributions and funding principles: Tutorial 6/6 - The statement of funding principles
PDF document DB recovery plans, contributions and funding principles - Tutorial 6 The Statement of Funding Principles (SFP).pdf

Find out about the statement of funding principles (SFP), and various actuarial factors used in the statutory funding objective


0.06Mb, 4 pages


DB recovery plans, contributions and funding principles: Scenario one
PDF document DB recovery plans, contributions and funding principles - Scenario 1.pdf

In this scenario you and your fellow trustees will prepare to consult with Edmund over contribution rates


0.06Mb, 7 pages


DB recovery plans, contributions and funding principles: Scenario two
PDF document DB recovery plans, contributions and funding principles - Scenario 2.pdf

In this scenario you meet with Edmund to consult with him on the valuation methods for the technical provisions and for future service contribution rates. Edmund also wants to review the recovery plan


0.06Mb, 6 pages


DB recovery plans, contributions and funding principles: Scenario three
PDF document DB recovery plans, contributions and funding principles - Scenario 3.pdf

In this scenario the trustees need to draft a new schedule of contributions and consider Edmund’s suggested amendment to the recovery plan


0.07Mb, 6 pages


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