As a financial adviser you appreciate the importance of keeping complete and accurate data. |
If you have clients who are trustees of pension schemes you can play an important role in making them aware of their responsibilities when it comes to record-keeping and managing risk. |
To help we’ve introduced some online learning modules that you can share with your clients. |
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Our 2-minute modules provide a flavour of the impact of the effects of missing or inaccurate data
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Internal controls – to help your clients consider if they have
the right processes in place |
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Record-keeping – takes your clients through a 3-point checklist to manage risk |
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On our website your clients will also find further online training, as well as our new updated guidance. It’s important they make use of this support, as going forward we will be taking a much firmer line on record-keeping. Schemes that fail to meet standards required by law will need to improve their performance. |
For the latest on scheme governance visit: |
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About The Pensions Regulator
We are the UK regulator of work-based pensions. Our role is to protect the benefits of scheme members and promote good administration
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