Useful Weblinks and Resource Material

Useful 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: <https://www.moneyandpensionsservice.org.uk/>
• Pension Wise: <https://www.pensionwise.gov.uk/en>
• The Pensions Advisory Service (TPAS): <http://www.pensionsadvisoryservice.org.uk/>
• 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>

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.

General Documentation

• Certificate in Pension Calculations Guidance
• Pensions Terminology
• The types of Workplace Pension Scheme 

Key Regulatory Documentation

• Summary of HMRC Information
• State Pension Reform
• Pension Flexibilities (Budget 2014)

Explanation of Terms Commonly Used Across the Units

• Life Assurance
• Refund of Contributions
• Refund of AVCs
• Treatment of Lump Sum Death Benefits
• Normal Pension Age
• Pensionable Salary
• Pensionable Service
• Contracting Out
• Tax Free Cash Sum
• Pension Increases

Latest Scheme Booklets and Tables of Factors

XYZ Pension and Life Assurance Scheme Booklet (reviewed May 2021)

RST Pension Scheme Booklet (reviewed May 2021)

OPQ Retirement & Death Benefits Plan Booklet (reviewed May 2021)

Tables of Factors (reviewed May 2021)

Key Features (reviewed May 2021)