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Unit 4.2: Contributions and the Employer Covenant

Unit 4.2 covers where the money comes from. It looks at the employer covenant, meaning the employer’s legal obligation to the scheme and its financial ability to meet it, how contributions are determined in a defined benefit scheme through the schedule of contributions and any recovery plan, which the syllabus marks DB only, and the sponsoring employer’s role in calculating and collecting member contributions in a defined contribution scheme, marked DC only. Covenant assessment connects back to Module 3, because the risk a scheme can take with its investments depends on the employer standing behind it.

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3 topics
  • Topic 01

    The Covenant

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  • Topic 02

    The Determination of Contributions (DB Only)

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  • Topic 03

    The Role of the Sponsoring Employer in the Calculation and Collection of Member Contributions (DC Only)

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