Useful Weblinks and Resource Material

Useful Resource Material

Below are links to information which will be helpful in your studies. You will also need to see the individual pages for each topic area to give you the breadth of knowledge necessary to complete the unit(s) you are taking.

Weblinks

• The Pensions Regulator (TPR): <http://www.thepensionsregulator.gov.uk/>
• The Pensions Ombudsman (PO): <http://www.pensions-ombudsman.org.uk/>
• The Pensions Protection Fund (PPF): <http://www.pensionprotectionfund.org.uk/>
• The Department for Work and Pension (DWP): <https://www.gov.uk/government/organisations/department-for-work-pensions>
• Her Majesty’s Revenue & Customs (HMRC): <https://www.gov.uk/government/organisations/hm-revenue-customs>
• The Financial Conduct Authority (FCA): <https://www.fca.org.uk/>
• The Pensions Tracing Service: <https://www.gov.uk/find-pension-contact-details>
• The Money and Pensions Service (MaPS): <https://maps.org.uk/>
• Pension Wise: <https://www.pensionwise.gov.uk/en>
• The Pensions Advisory Service (TPAS): <https://www.gov.uk/government/organisations/the-pensions-advisory-service>
• The Citizens Advice Bureau: <https://www.citizensadvice.org.uk/>
• Information on Pension Scams: <http://www.thepensionsregulator.gov.uk/en/pension-scams>
• Information on auto-enrolment: <http://www.thepensionsregulator.gov.uk/doc-library/automatic-enrolment-detailed-guidance.aspx>
• Information on Simplification of State Pension: <https://www.gov.uk/government/policies/state-pension-simplification>
• Information on checking entitlement to State Pension: <https://www.gov.uk/future-pension-centre>
• Information on Financial Services and Markets Act 2000: <http://www.legislation.gov.uk/ukpga/2000/8/contents>
• Information on Tax Manuals – (latest edition): <https://www.gov.uk/hmrc-internal-manuals/pensions-tax-manual>
• Information on pension schemes newsletters: <https://www.gov.uk/government/collections/hm-revenue-and-customs-pension-schemes-newsletters>
• Information on key ‘Legislation Acts’ – (relating to pensions): <http://www.legislation.gov.uk/all?title=pensions>

General and Regulatory Documentation

• Certificate in Pensions Calculations Guidance
• pensions-terminology-9th-edition-digital.pdf
• Pension Terminology
• Summary of HMRC Information
• State Pension Reform
• Pension Flexibilities (Budget 2014)
• Tax Free Cash Sum

Current Scheme Booklets and Tables of Factors

XYZ Pension and Life Assurance Scheme Booklet (reviewed April 2025)

RST Pensions Scheme Booklet (reviewed April 2025)

OPQ Retirement & Death Benefits Plan Booklet (reviewed April 2025)

Tables of Factors (reviewed April 2025)

Key Features (reviewed April 2025)