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ADVISORY BODY RESOURCES

Guides

Hello, Advisory Body Members. Your input is crucial in ensuring the needs of your group scheme's employees are met. The Advisory Body is a facilitator between the Funds, trustees, members, and the employer. These guides contain essential information for you as an advisory body member. Thank you for partnering with us to achieve financial success for your scheme's employees! We're here to support you in this important role.

A message from the Chairperson on the retirement landscape (pdf)

Duties of the FundsAtWork Umbrella Funds advisory body (pdf)

Elections of a FundsAtWork Umbrella Funds advisory body (pdf)

Meetings of the advisory body on the FundsAtWork Umbrella Funds (pdf)

Updating advisory body details on the FundsAtWork Umbrella Funds (pdf)

Unpacking the benefits of belonging to an umbrella fund (pdf)