Running a pension scheme is an increasingly complex and demanding job. As professional trustees we want to help to raise the standards of governance across the industry by sharing our knowledge & experience.

The team at PTL have put together a series of checklists to assist you in the day to day running of your scheme.

 Topics include:

  • Adviser Appointment
  • Adviser Due Diligence
  • Annual Trustee Report & Accounts
  • Appointing a New Trustee
  • Actuarial Valuation Review Process
  • Breach Reporting
  • Contract Based Governance
  • Defined Contribution Scheme Governance
  • Employer – Notifiable Events
  • HMRC Event Report
  • Lay Trustee Checklist
  • Member Nominated Trustee Compliance
  • New Trustee
  • Notable Event Dates
  • Record Keeping- Data Checklist
  • Schedule of Contributions
  • Scope Guidance
  • Statement of Funding Principles
  • Statement of Investment Principles
  • Summary Funding Statement
  • Trustee Knowledge and Understanding Checklist
  • Trustee Meeting Minutes
  • Trustee Notifiable Events
  • IGC Chair’s Annual Statement regarding Governance in DC
  • Trustees’ Annual Statement regarding Governance in DC

For more information about our checklists please email