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Deed of appointment of new trustee and retiring of trustee

Pension

This is a Template for the Deed of appointment of new trustee and retiring of trustee to an occupational pension scheme. The Template is a trust agreement and it enables the principal employer to appoint a new trustee for the pension scheme when another trustee is retiring.

How to use this Document?

This template comes into play when a new trustee needs to be appointed jointly with the continuing trustees and another trustee is retiring. The document will be signed by the principal employer, continuing trustee, retiring trustee and the new trustee.

The details of the principal employer, continuing trustee, retiring trustee and the new trustee need to be specified.

How to Tailor the Document for Your Need?

  1. Create Document: Click “Create Document” button and fill in the details of the parties. You can click the “Fill with Member’s Information” button to complete the party’s information with your personal or business information saved to your account.

  2. Please fill in any additional information by following the step-by-step guide on the left hand side of the preview document and click the “Next” button.

  3. When you are done, click the “Get Document” button and you can download the document in Word or PDF format.

  4. Please get all parties to review the document carefully and make any final modifications to ensure that the details are correct before signing the document. Each party should have a copy of the executed document.

 
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