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Trustee guide

To help you in your role as trustee and scheme administrator, we've produced a guide which you can download from this page.  The guide outlines your responsibilities under pensions regulation and the Finance Act 2004. The guide is for occupational money purchase pension schemes and does not cover defined benefit arrangements, group personal pensions or stakeholder pensions.

It is important you understand your responsibilities as failure to comply can lead to financial penalties.

Trustee Guide


Trustee guide as at November 2006
Trustee guide (253 kbytes)

The content of the guide is Zurich's interpretation of the legislation as at November 2006.
Whilst every care has been taken to ensure the accuracy of the information, Zurich cannot accept responsibilty for it. You may wish to take legal advice on these matters.