The following web browsers are supported by TAR:
- Internet Explorer 10 or more recent versions
- Google Chrome
- Mozilla Firefox
It is possible to change a trustee appointment request form from the welcome page by selecting the 'amend' button. Once you have begun to complete the form, the details you can amend will depend on the status of the request. This is because the system is designed only to display fields that are relevant to the request type. When you have travelled down a particular path, and the required answers have been generated, you cannot return and select a new path.
Once you confirm the appointment type, you will no longer be able to amend the basic scheme and employer details.
If you want to change the appointment type, you will need to return to the provider listing page and delete the request. Select the 'delete' button against the appropriate request and confirm. Once deleted, you can create a new request.
We can appoint a trustee to a scheme where it is within our remit to act, as set out in the Pensions Act 1995. This is to ensure that the number of trustees is sufficient for the proper administration of the scheme.
For appointments on these grounds we generally exercise powers where we are satisfied that there is:
- an insufficient number of trustees in place, or where there are trustees in place, they are either unwilling or unable to act and
- no other party (usually the employer) able to appoint new trustees
We aim to let you know whether it's reasonable to appoint a trustee within ten working days. If we do determine it's reasonable to appoint we will follow our Staff Determinations procedure and would expect to confirm the appointment within:
- Four weeks from the date of determining it is reasonable to appoint for member or third party appointments.
- Ten weeks from the date of determining it is reasonable to appoint for independent trustee appointments.
You can do this from the 'welcome' page. To show all submitted requests, select 'tick to include previously submitted trustee appointment requests in the list below'.
You will then be able to view any submitted request and locate the appropriate request to print. After selecting the 'print' button, a PDF of the request will be displayed. You can then select to print from your PDF software application.
Yes. To do this, email email@example.com with the information for each account. For each account we will require:
- Confirmation of the name for your account
This is likely to be the name of your company.
- Email address of your primary account holder
Your primary account holder needs to already be registered on Exchange and, once your account is set up, will have the ability to add or remove users, provided each user is also registered on Exchange.