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Pension Scheme Trust Deed

Pension Scheme Trust Deed Template for Ireland

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Key Requirements PROMPT example:

Pension Scheme Trust Deed

"I need a Pension Scheme Trust Deed for a new defined contribution scheme being established by our tech company in March 2025, which will include provisions for both permanent employees and contractors, with flexibility for international remote workers."

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Document background
The Pension Scheme Trust Deed is the fundamental document required when establishing or amending an occupational pension scheme in Ireland. It creates the legal framework under which the scheme operates, establishing the trust relationship between the employer(s), trustees, and scheme members. The deed must comply with Irish pension law, particularly the Pensions Act 1990 (as amended) and various regulatory requirements from the Pensions Authority. It details crucial aspects such as contribution structures, benefit calculations, investment powers, trustee responsibilities, and scheme administration procedures. This document is essential for any employer setting up a new pension scheme or updating an existing one, ensuring proper governance and protection of members' interests while maintaining regulatory compliance. The deed's structure reflects specific Irish legal requirements while incorporating flexibility for scheme-specific needs and future amendments.
Suggested Sections

1. Parties: Identifies the Principal Employer, Additional Employers (if any), and the Trustees

2. Background: Sets out the context of the deed, including whether it's establishing a new scheme or amending an existing one

3. Definitions: Comprehensive definitions of terms used throughout the deed

4. Establishment of the Scheme: Formal establishment of the pension scheme as a trust and declaration of trust principles

5. Trustee Provisions: Appointment, removal, retirement, and powers of trustees

6. Scheme Administration: General administrative provisions, record-keeping requirements, and operational procedures

7. Membership: Eligibility criteria, admission requirements, and membership categories

8. Contributions: Structure and requirements for employer and member contributions

9. Benefits: Types of benefits provided, calculation methods, and payment provisions

10. Investment Powers: Trustees' investment powers and restrictions in line with regulatory requirements

11. Amendment and Termination: Powers and procedures for amending the scheme rules and terminating the scheme

Optional Sections

1. Additional Voluntary Contributions (AVCs): Include when the scheme allows members to make additional voluntary contributions

2. Risk Benefits: Include when the scheme provides death-in-service or disability benefits

3. Pension Sharing on Divorce: Include detailed provisions for handling pension sharing orders

4. Multi-employer Provisions: Include when multiple employers participate in the scheme

5. Cross-border Provisions: Include for schemes operating across multiple EU jurisdictions

6. Master Trust Provisions: Include for master trust arrangements

7. Buy-out Provisions: Include specific provisions for future insurance buy-outs

8. Environmental, Social and Governance (ESG): Include specific ESG investment considerations and policies

Suggested Schedules

1. Schedule 1 - Employer Details: List of participating employers and their specific obligations

2. Schedule 2 - Contribution Rates: Detailed contribution structures for different categories of members

3. Schedule 3 - Benefit Calculations: Detailed formulae and methods for calculating various benefits

4. Schedule 4 - Trustee Powers: Comprehensive list of trustee powers and limitations

5. Schedule 5 - Administrative Provisions: Detailed administrative procedures and requirements

6. Appendix A - Historical Benefits: Details of previous benefit structures that may still apply to some members

7. Appendix B - Investment Guidelines: Detailed investment policies and restrictions

8. Appendix C - Member Communications: Templates and requirements for member communications

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
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Relevant Industries

Financial Services

Professional Services

Manufacturing

Technology

Healthcare

Retail

Construction

Education

Public Sector

Transportation

Energy

Telecommunications

Pharmaceutical

Non-Profit

Relevant Teams

Human Resources

Finance

Legal

Compliance

Risk Management

Payroll

Corporate Governance

Administration

Executive Leadership

Relevant Roles

HR Director

Finance Director

Chief Financial Officer

Pension Scheme Manager

HR Manager

Compensation and Benefits Manager

Trustee

Company Secretary

Legal Counsel

Risk Manager

Compliance Officer

Benefits Administrator

Payroll Manager

HR Business Partner

Chief Executive Officer

Industries









Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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