Jurisdiction(s):
United Kingdom

Key definition

Reporting definition

What does Reporting mean? In pensions practice, reporting means the regular communications trustees or providers give to members on investment performance and the value of their pension benefits. The term is descriptive; the underlying disclosure duties are set by legislation and regulation. Across England & Wales, Scotland and Northern Ireland, the Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013 and, for contract‑based/personal pensions, FCA rules require at least an annual benefit statement. For money purchase (DC) benefits, this must include an annual Statutory Money Purchase Illustration (SMPI) projecting benefits to retirement in today’s terms, calculated in line with FRC Actuarial Standard TM1....

Onboarding In‑House Lawyer: Sales and Marketing Director Meeting Agenda, Question Plan and Key Contract Checklist

Published by a LexisNexis In-house Advisor expert

Precedents

General Item Description

Purpose of meeting

Introductory session between [ Insert your name ], [ insert your job title ] and [ insert name of Sales and Marketing Director ], Sales and Marketing Director at [ Insert name of organisation ]...

Date and time of meeting

[ Insert date ] at [ insert time of meeting ] [ am OR pm ]...

Attendees

[ Insert name of Sales and Marketing Director ]
[ Insert your name ]
[ [ Insert names of any other invited attendees, eg your line manager ] ]

Agenda items

Introducing [ insert name of organisation ]’s in-house lawyer
Supporting documentation: N/A
Person leading item: [ Insert your initials ]
Questions: Introduce yourself to the Sales and Marketing Director, outline where you worked previously, and set out why you chose to join this organisation...
Structure and Reporting
Supporting documentation: copies of - departmental structure chart; - Outsourcing agreements.
Person leading item: [ Insert Sales and Marketing Director’s initials ]
Questions: How is the Sales and Marketing team organised? Request a current structure chart. What alterations has the director made over the past year, and is any additional change or restructuring anticipated in the...

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Web page updated on 27/05/2026

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