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Author: Robin Ellison Publisher: Thorogood Publishing ISBN: 1854184105 Category : Business & Economics Languages : en Pages : 392
Book Description
Takes into account the changes to the law and regulations since the Pensions Act 2004. This book contains practical advice on what you need to do. It ends each chapter with a summary of key points, and includes case studies, check lists and addresses.
Author: Robin Ellison Publisher: Thorogood Publishing ISBN: 1854184105 Category : Business & Economics Languages : en Pages : 392
Book Description
Takes into account the changes to the law and regulations since the Pensions Act 2004. This book contains practical advice on what you need to do. It ends each chapter with a summary of key points, and includes case studies, check lists and addresses.
Author: Kees Koedijk Publisher: John Wiley & Sons ISBN: 1119437695 Category : Business & Economics Languages : en Pages : 330
Book Description
Crucial methods, tactics and tools for successful pension fund management Achieving Investment Excellence offers trustees and asset managers a comprehensive handbook for improving the quality of their investments. With a stated goal of substantially and sustainably improving annual returns, this book clarifies and demystifies important concepts surrounding trustee duties and responsibilities, investment strategies, analysis, evaluation and much more. Low interest rates are making the high cost of future pension payouts fraught with tension, even as the time and knowledge required to manage these funds appropriately increases — it is no wonder that pensions are increasingly seen as a financial liability. Now more than ever, it is critical that trustees understand exactly what contributes to investment success — and what detracts from it. This book details the roles, the tools and the strategies that make pension funds pay off. Understand the role of pension funds and the fiduciary duty of trustees Learn the tools and kills you need to build profound and lasting investment excellence Analyse, diagnose and improve investment quality of funds using concrete tools and instruments Study illustrative examples that demonstrate critical implementation and execution advice Packed with expert insight, crucial tools and real-life examples, this book is an important resource for those tasked with governing these. Achieving Investment Excellence provides the expert insight, clear guidance and key wisdom you need to manage these funds successfully.
Author: John A. Cunliffe Publisher: ISBN: 9780752004624 Category : Pension trusts Languages : en Pages : 250
Book Description
Revised in the light of changes in practice and the significant Pensions Act 1995, this edition guides practitioners through the powers, duties and responsibilities of pension fund trustees. The handbook is designed for the non-specialist who has been appointed as a trustee and requires understanding of the practice involved. The comprehensive coverage includes: responsibilities of trustees; trustees' discretionary powers; taxation and revenue limits; accounts and trustees' reports'; liability of trustees; and merger and winding up. For added practical value, each chapter's commentary is supported by examples to illustrate the issues covered.
Author: Bushan K. Jomadar Publisher: ISBN: Category : Languages : en Pages :
Book Description
Trustees have always played a vital role in the operation of pension plans in the UK. Most of the UK pension funds are organised as trusts- a legal entity that places the responsibility for taking care of certain assets in the hands of third parties, who are governed by trust deed, general trust law (Trustee Act 2000, Trustee Delegation Act 1999) and specific pension legislation (Pension Scheme Act 1993, Pension Act 1995, 2004). Historically, trust were devised to manage the affairs of people who, for various reasons, could not competently do so themselves, such being minors or those seriously ill. This dates back over 800 years in the UK legal practice. Hence, trustees are not required to have investment or financial experience but rather, through obligation and under common law, to act in good faith, exercise their discretion and promote the best interests of their beneficiaries (PLRC 1993).
Author: Von M. Hughes Publisher: McGraw Hill Professional ISBN: 1260134776 Category : Business & Economics Languages : en Pages : 320
Book Description
The first comprehensive guide to mastering the roles and responsibilities of a public pension fiduciary in the U.S. In an ever-changing financial and political landscape, your job as a public pension fiduciary continues to get more difficult. Now, you have the help you need. U.S. Public Pension Handbook is the only one-stop resource that covers the various areas of public pension governance, investment management, infrastructure, accounting, and law. This comprehensive guide presents critical data, information, and insights in topic-specific, easy-to-understand ways—providing the knowledge you need to elevate your expertise and overall contribution to your pension plan or system. U.S. Public Pension Handbook covers: •Today’s domestic and global public pension marketplace•The ins and outs of the defined benefit model, the defined contribution, and hybrid pension designs•Financial concepts central to the actuarial valuation of pension benefits•Public pension investment policies and philosophies•Asset allocations and how they have changed over time•State and local government pension contribution policies•The impact of governance structure and board composition on organizational results•Fiduciary responsibility and the general legal/regulatory framework governing trustees•How changes in trust law may affect public pension trustee fiduciary responsibility and liability•Best practices in pension governance and organizational design Public pension trustees are the unsung heroes of the world of finance, collectively managing over $6 trillion in retirement assets in this country alone. U.S. Public Pension Handbook provides the grounding you need to make sure you perform your all-important with the utmost expertise and professionalism.
Author: Roger Self Publisher: ISBN: 9780754510079 Category : Corporate governance Languages : en Pages : 280
Book Description
This handbook provides both new and experienced trustees with easy-to-understand information and advice on their responsibilities. Covering all areas of the PMI Trustee certificate, it includes checklists after each chapter, and practical guidance on a range of subjects, including: trustees duties, powers and discretions; the trustee's relationship with professional advisers; breach of trust; investing pension fund assets; the conduct of trustee meetings.
Author: Tamar Frankel Publisher: ISBN: 019539156X Category : Law Languages : en Pages : 334
Book Description
In Fiduciary Law, Tamar Frankel examines the structure, principles, themes, and objectives of fiduciary law. Fiduciaries, which include corporate managers, money managers, lawyers, and physicians among others, are entrusted with money or power. Frankel explains how fiduciary law is designed to offer protection from abuse of this method of safekeeping. She deals with fiduciaries in general, and identifies situations in which fiduciary law falls short of offering protection. Frankel analyzes fiduciary debates, and argues that greater preventive measures are required. She offers guidelines for determining the boundaries and substance of fiduciary law, and discusses how failure to enforce fiduciary law can contribute to failing financial and economic systems. Frankel offers ideas and explanations for the courts, regulators, and legislatures, as well as the fiduciaries and entrustors. She argues for strong legal protection against abuse of entrustment as a means of encouraging fiduciary services in society. Fiduciary Law can help lawyers and policy makers designing the future law and the systems that it protects.
Author: Roger Self Publisher: ISBN: 9781860123825 Category : Corporate governance Languages : en Pages : 186
Book Description
Explains the duties and responsibilities of trustees succinctly and in jargon-free language, and covers all the latest regulations made under the Pensions Act 1995. This work should help any trustees carry out their duties, new and old, competently and without risk of legal problems.
Author: Robin Ellison
Author: Robin Ellison
Author: Kees Koedijk
Author: John A. Cunliffe
Author: Karen Bunt
Author: Bushan K. Jomadar
Author: Von M. Hughes
Author: Roger Self
Author: Tamar Frankel
Author: Roger Self
Author: Andrew Thomas