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


        
 
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How a DC scheme works (2014): Check your scheme worksheet
PDF document how-a-dc-scheme-works-check-your-scheme-worksheet.pdf

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


0.12Mb, 8 pages


How a DC scheme works (2014): Tutorial 1/7 - Good member outcomes
PDF document How a DC scheme works - Tutorial 1 Good member outcomes.pdf

Here you will learn about the risks to good member outcomes that are inherent in a defined contribution (DC) scheme.


0.08Mb, 5 pages


How a DC scheme works (2014): Tutorial 2/7 - Contributions
PDF document How a DC scheme works - Tutorial 2 Contributions.pdf

Learn about the different contribution structures available to defined contribution (DC) schemes.


0.09Mb, 7 pages


How a DC scheme works (2014): Tutorial 3/7 - Transaction processing
PDF document How a DC scheme works - Tutorial 3 Transaction processing.pdf

Learn about the importance of timely and accurate processing of scheme transactions.


0.10Mb, 14 pages


How a DC scheme works (2014): Tutorial 4/7 - Value for members and charges
PDF document How a DC scheme works - Tutorial 4 Value for members and charges.pdf

Learn about the types of charges in a defined contribution (DC) scheme and the risk that members will receive poor value.


0.12Mb, 14 pages


How a DC scheme works (2014): Tutorial 5/7 - Decisions at pension age
PDF document How a DC scheme works - Tutorial 5 Decisions at pension age.pdf

Find out about the different options available to members at pension age.


0.15Mb, 19 pages


How a DC scheme works (2014): Tutorial 6/7 - Member communications
PDF document How a DC scheme works - Tutorial 6 Member communications.pdf

Learn the importance of providing member communications that are accurate, relevant, clear and in plain English in delivering good outcomes for members.


0.09Mb, 9 pages


How a DC scheme works (2014): Tutorial 7/7 - Managing advisers and service providers
PDF document How a DC scheme works - Tutorial 7 Managing advisers and service providers.pdf

Find out ways of controlling risks associated with advisers and service providers.


0.09Mb, 8 pages


How a DC scheme works (2014): Scenario 1/3
PDF document How a DC scheme works - Scenario 1.pdf

In this scenario the trustees discuss the DC scheme, considering its contribution structure and how transactions are processed in light of a complaint from a member.


0.17Mb, 6 pages


How a DC scheme works (2014): Scenario 2/3
PDF document How a DC scheme works - Scenario 2.pdf

In this scenario you and your fellow trustees continue to discuss the DC scheme and in particular the second complaint from Mr Pegg which focuses on the scheme charges and his annuity quote.


0.08Mb, 5 pages


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