DC governance: value for members assessment for specified schemes and reporting net investment returns and scheme assets for relevant schemes | Practical Law

DC governance: value for members assessment for specified schemes and reporting net investment returns and scheme assets for relevant schemes | Practical Law

A practice note setting out the scope and implications of the value for members assessment that must be conducted by the trustees of certain occupational pension schemes, as well as the requirements for trustees of relevant schemes to report and disclose net investment returns and report scheme assets.

DC governance: value for members assessment for specified schemes and reporting net investment returns and scheme assets for relevant schemes

by Rebecca McKay, Senior Solicitor, Just Group plc (former partner, Trowers & Hamlins LLP)
Maintained • England, Scotland, Wales
A practice note setting out the scope and implications of the value for members assessment that must be conducted by the trustees of certain occupational pension schemes, as well as the requirements for trustees of relevant schemes to report and disclose net investment returns and report scheme assets.