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1
Trusts a Practical Guide
BOX 15.2 Ken and Reg decided to stick with Individual Trustees, themselves,
plus one Professional Trustee and, of course, an essential fourth person, the
Pensioneer Trustee. Ken and Reg were aware that in the long term the company
may ...
Terence P. O'Halloran, 2010
2
Running Pension
Trustee and Other Meetings
From 6 April 2005 there is no longer a requirement for a Small Self Administered
Scheme to have a pensioneer trustee, although in practice many will retain them
beyond this date. For completeness, it is worth noting that trustee corporations ...
3
The Director's Handbook: Your Duties, Responsibilities and ...
Trustee members have control over how the assets are invested , and the
restrictions are few. To prevent abuse, the Inland Revenue insists that one of the
trustees be made pensioneer trustee. The pensioneer trustee is approved by the
Inland ...
One of the trustees must be a pensioneer trustee, who is an unconnected
professional person, approved by Revenue and Customs. The role of this trustee
is to ensure that the scheme is administered in accordance with the rules, and
that ...
A pensioneer trustee (an individual or company authorised by the Inland
Revenue to ensure that the pension is not wound up and assets distributed
illegally) must be appointed and actuarial reports prepared at the outset and
every three ...
6
A Dictionary of Finance and Banking
Pension Benefit Guaranty Corporation (PBGC) A US federal agency that insures
*defined-benefit pension schemes of companies. It was established under the
Employee Retirement Income Security Act 1974 (ERISA). pensioneer trustee A ...
Jonathan Law, John Smullen, 2008
7
Dictionary of International Insurance and Finance Terms
It may not be the whole length of service, usually because an employee cannot
join the pension scheme until he or she reaches a certain age. pensioneer
trustee Person authorized by the Pension Scheme Office to oversee the
management of ...
John Owen Edward Clark, 2001
It must adhere to certain regulations regarding its format, funding and investment,
and must also, to gain Revenue approval, have among its trustees a Revenue
approved pensioneer trustee. The CID Pension Fund had been established in ...
9
Journal of the Institute of Actuaries Students' Society
(c) The Pensioneer Trustee. (d) Others (e.g., beneficiaries, directors who are not
members, etc.). It is accepted by most, but not all, Pensioneer Trustees that it is
not possible for the Trust Deed to limit or remove these duties from any particular
...
Institute of Actuaries (Great Britain) Students' Society, 1985
The description of provision specified in this regulation is a provision to the effect
that- (a) one of the trustees of the scheme shall be a pensioneer trustee, and (b) if
a pensioneer trustee ceases to be qualified to act as such or ceases to be a ...
WIADOMOŚCI, KTÓRE ZAWIERAJĄ SŁOWO «PENSIONEER TRUSTEE»
Sprawdź, o czym dyskutuje się w prasie krajowej i zagranicznej oraz jak jest stosowane słowo
pensioneer trustee w wiadomościach.
Getting it wrong can be costly
The "pensioneer trustee" was there to make sure the other trustees complied with Revenue rules. Thus abusers were brought under control. «Pension Funds Online, Wrz 14»
SSASs make a comeback
Until 6 April 2006 (A-Day), it was a requirement of HM Revenue & Customs that a professional trustee (known as a 'pensioneer trustee') must ... «FT Adviser, Sty 14»
Should all SSAS have a professional trustee?
This system operated prior to 2006 when these schemes had to have a “pensioneer trustee”, being an independent trustee recognised by ... «EveryInvestor, Paz 13»
Ssas administrator hit with £15k fine over £100k loanback
Chartered accountant Stephen Willey had been the scheme's pensioneer trustee prior to A-Day and then became the scheme administrator. «FT Adviser, Cze 13»
SSASs without administrators: An orphan's tale
Since 6 April 2006, there has been no requirement for a SSAS to have an independent pensioneer trustee to manage its administration. «FT Adviser, Sty 13»
'Irish Ponzi' boss gave cash to politicians
Mr Mulholland owns the European Pensioneer Trustee Company with his wife and fellow director Ruth Woods. The company is based in the ... «Irish Independent, Lis 11»
