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Get the free Who runs the pension fund - Lambeth Pension Fund

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Lambert Council, P.O. Box 734, Winchester, S023 5DG T: 020 7926 1000 E: infoservice@lambeth.gov.ukRef: DSFX1608734238248New Premises LicencePremises Details 8, ARLINGTON PARADE BRIXTON HILL LONDON
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Obtain the necessary forms from the pension provider or website.
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Fill in your personal information, including your name, address, and Social Security number.
03
Indicate the name of the person or organization who will be running the pension on your behalf.
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Anyone who is unable or unwilling to manage their own pension fund may need to fill out a who runs form pension.
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This form is typically used by individuals who wish to designate someone else, such as a financial advisor or family member, to oversee their pension investments and withdrawals.
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The 'Who Runs' form pension is a document required by pension plans to disclose the individuals who have a controlling interest or substantial influence over the operation of the plan.
Any pension plan administrator or trustee who oversees a pension plan, as well as any persons or entities that have a significant controlling interest in the plan, are required to file the 'Who Runs' form.
To fill out the 'Who Runs' form, provide accurate information about the names, titles, and contact information of all individuals or entities that control or have substantial influence over the pension plan's operations.
The purpose of the 'Who Runs' form pension is to provide transparency in the governance of pension plans and ensure that regulators and beneficiaries are aware of those who are responsible for the plan's management.
The information reported includes the names, titles, relationship to the pension plan, and contact information of individuals or entities involved in the plan's administration and management.
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