Scheme documentation
We provide user-friendly documentation in plain English for our clients, saving on the time and costs of engaging a communications consultant or solicitor to design and draft the documents and check the wording.
Our service includes:
- Drafting your pension scheme documentation - including the 'A Guide for Members' booklet - and amending it from time to time to reflect changes to the Scheme and to the law.
- Maintaining the Trust Deed and Rules, making sure it is kept up-to-date.
- Drafting, reviewing and maintaining the Statement of Investment Principles for the fund.
- Drafting and issuing general announcements about the Scheme.
- Designing, drafting and issuing benefit statements.