Trustee Administration Guides

Support for operating a pension plan

We have developed handy, how-to guides full of tips to assist group pension administrators in their role. These guides cover company pension arrangements such as:

The guides are designed to help pension administrators with the operation of their plan(s) and provide comprehensive details on what to do in all aspects of group pension plan administration:

  • New entrants starting in the company pension plan
  • Pension plan members leaving the company or retiring
  • Payment of pension contributions
  • Annual renewal process
  • Transfers into or out of the company pension plan
  • Pension plan member updates and pension fund switches
  • Pension Adjustment Orders

We are here to help:

If you have any questions regarding the administration of your plan please contact your Service Manager or Account Manager.