OPDU Report 25, November 2008

Bulletin Board:
Chairman’s Comment
An invitation to OPDU’s Annual Meeting 4pm 15 January 2009
New OPDU Elite insurance cover: market leading Trustee protection
Claims Report
Holden Report
Some key issues for trustees
News from The Pensions Archive
What is the 'Raising the Standard of Trustee Education' campaign?

Advisory Service Forum:
Credit crunch pressure may wrongly encourage projected rights transfers into SIPPS Malcolm McLean OBE
Protecting Trustees: Pension Scheme, Trustee and Sponsoring Employer Loss Insurance Jonathan Bull
Silver lining to the dark storm clouds over defined benefit pensions? Charles Magoffin
“…And a star to steer her by” or where were you when the trouble started? Madoc Batcup
Pension surpluses – too much of a good thing? Charles Cowling
Surplus – What Surplus?! Grant Lore
Be prepared: why trustees need help with sponsor covenant assessments David Poynton
The value of appointing an independent trustee Anthony Arter
Trustee Effectiveness Assessment Avgi Gregory

OPDU Report 24, May 2008

Bulletin Board:
New Chairman
New logo and design
Some key issues for trustees
Voluntary Pension Campaigns Join Forces
Claims Report
Protecting Pension Funds
News from The Pensions Archive

Comment:
Reflections on Pensions Policy Peter Askins
Women’s Pensions: the Changing Scene Malcolm McLean OBE
No Country for Old Ombudsmen? Tony King

Advisory Service Forum:
Ombudsman Determinations Mark Grant
Case Law Summary 2007-2008 Claire Barker
Trustee Protection and Loss Insurance Jonathan Bull


Trustee Risk Management (TRM)
The Trustee Toolkit – how it can help Trustees Terry Clayworth
Paid Trustees: Registration and Money Laundering Keith Wallace
Should the Finance Director be a Pension Trustee? David Pollard
Improved Risk Sharing: looking for better answers to DB’s faulty design? Guus Boender and Lucas Vermeulen
Towards a new beginning? Hamish Wilson
The Pension Support Bond – part of your funding solution? Grant Lore
Raising Standards of Pensions Administration – from strength to strength John Reeve
Governance: fit for purpose? Brian Holden MBE

The OPDU Report - Issue 23, November 2007

Bulletin Board:
Revised Clearance Guidance
Pensions Act 2007 amends state pension benefits
The Companies Act 2006 – Exonerations & Indemnities
Claims Report
Deficits: Avoiding Trapped Surpluses
News From The Pensions Archive
History of OPDU

Comment:
Changing the Pensions System – its not that easy Malcolm McLean OBE

Advisory Service Forum:
Clearance: from a Trustee’s perspective Harold Lewis
Mistakes in pension scheme documentation: practical considerations and the legal principles Ian Gordon
Trustee Liability: What difference will the Companies Act 2006 make? Nicola Bumpus
Trustee Protection and Liability Insurance Jonathan Bull


Trustee Risk Management (TRM)
Called to Account Grant Lore
The current crisis in the Credit Default Swaps Market Trevor Robinson
Are Pension Schemes beyond compare? Simon Carne

The OPDU Report - Issue 22, May 2007

Bulletin Board:
OPDU's Annual Meeting & 10th Anniversary
News From The Pensions Archive
Annual Meeting & 10th Anniversary- Alan Herbert's Speech
The Pension Protection Fund – Two Years On
The Changing World of Pensions
Pensions – The Last Ten years

Comment:
The Pensions Dilemma Robin Ellison
Governance and DC Risks: working with the industry Tony Hobman

Advisory Service Forum:
Ombudsman Determinations Mark Grant
Booklet Ruled Offside Peter Shave
Deadline Approaching for MNT Requirements Matthew Swynnerton
L & Others v M Ltd Stuart O’Brien
Trustee Protection and Liability Insurance Jonathan Bull
Trapped Surpluses: A Pension Support Bond - an attractive alternative to an escrow account?

Trustee Risk Management (TRM)

Money Market Funds Change the Risk of Cash Oliver Boyle
Liability Driven Investment John Branford
Governance of Defined Contribution Pension Schemes Alistair Byrne
Back to the Future: Parallels in Pension Provision Between the 1930s and Today Yally Avrahampour
Pension Scheme Governance Brian Holden MBE
Raising Standards of Pensions Administration (RSPA)

The OPDU Report - Issue 21, November 2006

Bulletin Board:
Key Figures to Address Annual Meeting 29 March 2007
Professional Pensions Show - 15-16 November 2006
The Alan Herbert interview - OPDU report issue1 1997
Ten Years On - by Alan Herbert
Pension Deficits
Claims Report
News From The Pensions Archive
History of OPDU
OPDU Pension Support Bond

Advisory Service Forum:
Warning UXB Giles Orton & Jason Shaw
Booklets to Rule OK? Peter Shave

Comment:
Risk Management and Trustee & Pension Scheme Insurance: the Pensions Act 2004 Jonathan Bull
The OPDU Team

Trustee Risk Management (TRM)

The Pensions Regulator looks at Defined Contribution Pension Schemes - The Pensions Regulator
Good Governance - Ian McQuade
Annuity Options – Finding the Most Suitable Annuity for Each Retiree - Paul Clifton
The Economic Landscape - Oliver Boyle
Uses of Structured Credit Within a Pension Fund - Bob Tyley
The Next Stage in Covenant Services? - Richard Hall
Pension Deficits: Bridging the Gap
A Review of Pension Scheme Trusteeship

The OPDU Report - Issue 20, June 2006

Bulletin Board:
Annual Conference & Exhibition 2006
Date for your Diary - Tuesday 29th March 2007
Enhancements to OPDU’s Cover
News from the Pensions Archive Trust
Annual Meeting

Comment:
My Day On A-Day - Malcolm McLean OBE
Delivering on the Pension Promise - Roger Booth
A Co-operative Approach to Managing the Pension Dilemma - Nick Eyre
How should Pension Schemes assess entitlement to an Ill-Health Pension? - David Laverick
Insurance and Risk Management - Jonathan Bull

Advisory Service Forum:
Ombudsman Determinations - Mark Grant
Case Law Summary 2005 - 2006 - Malcolm Fitzsimons and John Amberton
A Practical Guide to Managing an Error Discovered in the Trust Deed and Rules - Mark Blyth
How Strong is Your Employer? - Vivien Cockerill


Trustee Risk Management (TRM)

Log on to Trustee Toolkit to Get Up to Speed with New Requirements - April Alexander
Age, Discrimination and Pensions - Robin Hames
A Review of Trustees and Trusteeship
Pension Scheme Investment: The New Law - Mark Grant
The Balancing of Assets - Oliver Boyle
Where Will You Be When The Trouble Starts? - Pelham Smithers and Madoc Batcup

The OPDU Report - Issue 19, November 2005

Bulletin Board:
Peter Askins of DWP to address OPDU Annual Meeting 12 January 2006
The Pension Show 2nd - 3rd November 2005 London Excel
New initiative to assist trustee "knowledge and understanding"
New OPDU Structure
Law Commission: Scheme Deed Exemption Clauses
News from the Pensions Archive

Comment:
New Funding Requirements for Defined Benefits - Charlie Massey
Contracting In or Out of S2P – A Complex Question - Malcolm McLean OBE
Insurance and Risk Management - Jonathan Bull

Advisory Service Forum:
Addressing the 2004 Legislation - Jane Samsworth
Moral Hazards and Pension Schemes - Julian Aylmer
Trustee Negotiation - Rosalind Connor
Separate Trustee Insurance for DB and DC Schemes? - Keith Wallace

Trustee Risk Management (TRM)

Increasing the Effectiveness of Pension Scheme Trustees - Brian Holden MBE
What Does Liability Driven Investment Have to Offer? - Tarik Ben-Saud
Insuring Death Benefits – Catastrophe Risk - Mark Streatfield
Testing Times Explained - Keith Faulkner, FIA

The OPDU Report - Issue 18, May 2005

Bulletin Board:
Annual Meeting Report - by Alan Herbert
Annual Meeting Speech - by Malcolm Wicks: Minister of State for Pensions
OPDU assists with establishment of new Trustees’ Panel
Trustee “knowledge and understanding”: TRM/TPR workshops
The Pensions Archive Trust
Directors Indemnities

Comment:
Women’s Pensions: a Worthwhile Study - by Malcolm McLean OBE

Advisory Service Forum:
Case Law Summary 2004-2005 - by Meriel Smith
Ombudsman Determinations - by Mark Grant
New Legislation and Trustee Insurance - by Jonathan Bull

Trustee Risk Management (TRM)

The Trustee’s Lot is not a Happy One - by David Laverick
The Pensions Regulator – Any more Teeth? - by Carole Smith
Employee Consultation – A New Era? - by Carol Jones
Data – it’s still so boring, isn’t it?… Not to your Members (revisited) - by Guy Ridley
Finance Act 2004: “Simplification” – Enhanced Protection - by Mark Streatfield
Why do Pensions Schemes Fail? - by b Jim MacLachlan
The Responsibilities of Trustees under the 2004 Pensions Act - by Andrew Smithers

The OPDU Report - Issue 17, November 2004

Bulletin Board:
Code for Independent Trustees
Trustee Insurance and Risk Management

Advisory Service Forum:
Trustee Exemption Clauses – An Endangered Species - by Craig Monty
A Trustee Survival Guide - by Adam Bushby


Trustee Risk Management (TRM)

21st Century Trusteeship – A System Under Pressure - by Brian Holden MBE
Pension Scheme Trustee Governance - by Vivien Cockerill
Question Time - by Morag Williams
Time to Give Trustees Credit - by Jim MacLachlan
History Lesson - by Michelle Cracknell

The OPDU Report - Issue 16, May 2004

Bulletin Board:
Annual Meeting Review
Is your Website Accessible? If not, it should be...
Raising Standards of Pensions Administration
The Pensions Archive
Pensions Protection and Compensation - The Governments Dilemma

Advisory Service Forum:
Another Straw for the Camel - by Keith Wallace
Pension Litigation 2003 - 04 - by David Pollard
Ombudsman Determinations - by Mark Grant
Insurance for Trustees and Pension Funds - by Jonathan Bull

Trustee Risk Management (TRM)

The Buck Stops Here! -by Brian Holden MBE
Governance of Pension Schemes - by Lesley Browning
Trustees - Are You Rising to the Challenge - by Chris Edge
Trustee Implications of Annuity Purchase - by Paul Clifton

The OPDU Report - Issue 15, November 2003

Bulletin Board:
Chief Executives of Opra and NAPF to address OPDU's Annual Meeting
The Pension Show at Canary Wharf - 5 & 6 November
Insurance Rates Update
Trustee Excellence Award
Membership Growth
Raising Standards of Pensions Administration

Comment:
Compromising the Employer's Wind-Up Debt - by Malcolm McLean OBE

Advisory Service Forum:
Solvent Employers and Winding-Up Schemes - by Lesley Browning
Pension Reform - A Challenging Time for Trustees - by Jane Samsworth

Trustee Risk Management (TRM)

A Question of Trust - by Brian Holden MBE
The Pensions Regulator (TPR) - by Carole Smith
Data - it's so boring, isn't it? - by Guy Ridley
Information Security - system and network testing - by Kerry Davies
Trustee Liability and Insurance - by Jonathan Bull

The OPDU Report - Issue 14, May 2003

Bulletin Board:
Insurance for Trustees and Pension Funds
The Pension Archives - by Alan Herbert
Annual Meeting - Chairman's Review - by Alan Herbert
Annual Meeting - Keynote Address - by Julian Brazier TD MP
Risk Management for Trustees - by Brian Holden MBE

Advisory Service Forum:
Ombudsman Determinations - by Mark Grant
Communication is the Key to a Good Pension Scheme - by Carole Smith

Comment:
Raising Standards of Pensions Administration - by Jocelyn Blackwell

The OPDU Report - Issue 13, November 2002

Advisory Service Forum:
Will Your Documents be Your Downfall? - by Helen Ashenden & Angus Duncan
Myners - "Oh My" - by Carole Smith
Employer Contribution Rules in Final Salary Schemes – a new source of large claims in the near future? - by Richard Black & Glyn Ryland
Outsourced Administration Headaches – what to do when it all goes wrong - by Mark Blyth

Comment:
Raising Standards of Pensions Administration - by Alan Herbert
Investment Information Flow - by John Thornton
Investment Risk and Myners: What Trustees Need to Know - by Tony Yolland
Risk Management for Trustees - by Brian Holden MBE

The OPDU Report - Issue 12, May 2002

Advisory Service Forum:
Pension Litigation 2001-02 - by Karen Lush and Keith Cutler
Ombudsman Determinations - by Mark Grant

Comment:
Can I trust my Trustees? - by Malcolm McLean OBE
Being a Trustee could Damage your Wealth - by David Barrow
Trustee Code of Practice - an update by Brian Holden MBE
Raising Standards of Pensions Administration - an update by Ian McQuade
Insurance: Protecting Pension Funds - by Jonathan Bull

[archived reports can be found here]