APT·GOVERNANCE · Module 5: Scheme Documentation and Governance in Practice·UnitGOVERNANCE · Unit 02Access: Premium

Unit 5.2: Membership, Benefits and Member Communications

Unit 5.2 covers the scheme from the member’s side. It takes in the classes of member a scheme has, from actives and deferreds through to pensioners and dependants, the benefits offered and the circumstances in which each becomes payable and how payment is made, the principal contents of a scheme booklet along with the announcements and other communications trustees issue, and awareness of pension scams and what trustees are expected to do about them. Disclosure requirements make much of this material mandatory rather than optional, so it is worth knowing what a member must be told and when.

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