Precedents
HMRC salary sacrifice clearance letterWealthy TeamHM Revenue & CustomsBX9 1BN[insert date of letter][insert company PAYE reference]Dear [insert...
Produced in partnership with Lewin Higgins-Green of FTI Consulting
30th Apr
Precedents
Letter from employee to company confirming agreement to salary sacrifice[For use only where the employee is foregoing salary for the following...
Produced in partnership with Lewin Higgins-Green of FTI Consulting
30th Apr
Precedents
Option 1—deed executed by administrative receiver under the company’s common seal
Executed as a deed by [insert name of company]...
30th Apr
Precedents
Option 1—deed executed by liquidator under the company’s common seal
...
30th Apr
Precedents
Register of conflicts of interest for advisersName of AdviserDetails of interest or conflict (actual,...
Produced in partnership with Blake Morgan LLP
30th Apr
Precedents
Deed of participationDate: [insert date](1)[Name of Principal Company](2)[Names of Trustees](3)[Name of New Employer]Deed of Participationrelating...
Produced in partnership with Blake Morgan LLP
30th Apr
Precedents
Member-nominated trustee—nomination formTo: the Trustees of the [insert name of pension scheme] (the “Scheme”)NB: to be a valid nomination, this form...
Produced in partnership with Blake Morgan LLP
30th Apr
Precedents
Trustee minutes concerning the exercise of a trustee power or discretion1Conflicts of interest[No conflict of interest was reported prior to, or at...
Produced in partnership with Oliver Hilton of Radcliffe Chambers
30th Apr
Precedents
Register of conflicts of interest for trusteesName of TrusteeDetails of interest or conflict (actual,...
Produced in partnership with Blake Morgan LLP
30th Apr
Precedents
Deed of apportionment of liability—Scheme apportionmentThis Deed is made the [insert day] day of [insert month] 20 [insert year]Parties1[insert full...
Produced in partnership with Blake Morgan LLP
30th Apr
Precedents
Deed of apportionment of liability—Flexible apportionmentThis Deed is made the [insert day] day of [insert month] 20[insert year]Parties1[Insert full...
Produced in partnership with Blake Morgan LLP
30th Apr
Precedents
Admission AgreementThis Agreement is made on [insert date—note that admission agreements can now take effect on a date earlier than the date of...
Produced in partnership with David Gallagher of Fieldfisher
30th Apr
Precedents
Statement of investment principles (SIP) for defined benefit (DB) pension schemeTHE [insert name of pension scheme] PENSION SCHEMEThis statement of...
Produced in partnership with Martin Scott of Gunnercooke LLP
30th Apr
Precedents
Business sale—pensions due diligence enquiriesNote: the due diligence enquiries are drafted for the buyer and are general in scope. Not every enquiry...
Produced in partnership with Wyn Derbyshire of gunnercooke LLP
30th Apr
Precedents
Local government outsourcing contract—template pensions schedule1Interpretation1.1The following definitions and rules of interpretation apply in this...
Produced in partnership with Ginevra Gatrell of Gunnercooke LLP
30th Apr
Precedents
Member-nominated trustee arrangementTo: the [Active AND/OR Deferred AND/OR Pensioner] Members (“[the Members]”) of the [insert name pension scheme]...
Produced in partnership with Blake Morgan LLP
30th Apr
Precedents
Business sale agreement—pensions warranties (where buyer participates in seller’s scheme)This precedent has been prepared on the basis that the...
30th Apr
Precedents
Sample opt-out noticeThe sample opt-out notice includes the wording set out in Schedule 1 to SI 2010/772 and the statements required by SI 2010/772,...
30th Apr
Precedents
Resolution of the trusteesThe trustees of the Scheme (the Trustees) have resolved [with the consent of [insert name of person]], in accordance with...
Produced in partnership with Blake Morgan LLP
30th Apr
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