Archives

21.03.2024

Amendments can be partially invalid

The High Court in Avon Cosmetics Limited v Dalriada Trustees Ltd & Ors [2024…


newsletter | Benefit Re-Design and Liability Management,Beth Brown,Defined Benefit,Defined Benefit Schemes,Defined Benefit Schemes,Governance and Compliance,Member Disputes,Scheme Governance and Compliance trustee

21.03.2024

High Court ruling on validity and process of transfer from final salary arrangement to money purchase arrangement

The High Court ruled on various challenges to the validity and effect of a proce…


newsletter | Benefit Re-Design and Liability Management,Beth Brown,Defined Benefit,Defined Benefit Schemes,Defined Benefit Schemes,Governance and Compliance,Member Disputes,Scheme Governance and Compliance trustee

21.03.2024

PO determination – transfers involving overseas investments

Recent Pensions Ombudsman determination supports trustees taking a low-risk appr…


newsletter | Governance and Compliance,International Transactions,Nneka Egbuji,Pension Regulation,Scheme Funding trustee,Scheme Governance and Compliance trustee,Trustee Advice

21.03.2024

Clarification of Fiduciary Duties: Still more to do?

The new Financial Markets Law Committee paper on fiduciary duty and the context …


newsletter | Anna-Copestake,Governance and Compliance,Rhiannon-Barnsley,Scheme Funding trustee,Scheme Governance & Compliance regulatory,Scheme Governance and Compliance trustee

21.03.2024

Ombudsman upholds trustee decisions on use of winding-up surplus

The Pensions Ombudsman has recently twice upheld the decision of trustees to ref…


newsletter | Anna-Rogers,Benefit Re-Design and Liability Management,Governance and Compliance,Riccardo Bruno,Scheme Governance and Compliance trustee,Trustee Advice

26.02.2024

Dawn of a New Scheme Funding Era

The new funding regime introduced by the Pension Schemes Act 2021 (“PSA 21”)…


newsletter | Beth Brown,Defined Benefit,Defined Benefit Schemes,Defined Benefit Schemes,Featured post,Governance and Compliance,Pension Regulation,Rosalind-Connor,Scheme Governance and Compliance trustee,Trustee Advice

20.12.2023

The Autumn Statement: Changes afoot?

In his Autumn statement, Chancellor Jeremy Hunt set forth a number of key pensio…


newsletter | Defined Benefit,Defined Benefit Schemes,Defined Benefit Schemes,Featured post,Governance and Compliance,Pension Regulation,Riccardo Bruno,Scheme Governance & Compliance regulatory,Scheme Governance and Compliance trustee,Trustee Advice,Vikki-Massarano

20.09.2023

The Buy-out Boom: not all good news?

If you ask anyone in the pensions industry what is keeping them busy right now, …


newsletter | Deals and Transactions,Defined Benefit,Defined Benefit Schemes,Defined Benefit Schemes,Featured post,Jane-Kola,Pension De-risking,Rhiannon-Barnsley,Trustee Advice

20.09.2023

Mansion House reforms – a new dawn for pension schemes?

The Mansion House speech included several pensions announcements.  A key driver…


newsletter | Beth Brown,DC Schemes trustee,Dealing with the Pensions Regulator,Featured post,Governance and Compliance,Pension Protection Fund,Pension Regulation,Scheme Governance & Compliance regulatory,Scheme Governance and Compliance trustee,Trustee Advice

20.09.2023

Trustee climate change investment decisions under the microscope

The Court of Appeal has handed down its judgment in the McGaughey v USSL case, b…


newsletter | Beth Brown,Featured post,Governance and Compliance,Member Disputes,Pension Regulation,Rhiannon-Barnsley,Scheme Governance & Compliance regulatory,Scheme Governance and Compliance trustee,Trustee Advice

20.09.2023

Death benefits – where there’s a will there may not be a way

The Pensions Ombudsman has upheld a complaint from a surviving spouse that a sch…


newsletter | Anna-Rogers,Defined Benefit,Defined Benefit Schemes,Defined Benefit Schemes,Featured post,Member Disputes,Riccardo Bruno,Scheme Governance and Compliance trustee,Trustee Advice

20.06.2023

Pensions Dashboards – Later is 31 October 2026

The Government has laid draft Regulations before Parliament to “re-set” the …


newsletter | Beth Brown,Data-protection,Featured post,Governance and Compliance,pension dashboards,Pension Regulation,Pensions Dashboards,Rosalind-Connor,Scheme Governance & Compliance regulatory,Scheme Governance and Compliance trustee,Trustee Advice

20.06.2023

The lifetime allowance is still with us

The removal of the lifetime allowance announced in the March budget has not yet …


newsletter | Corporate activity change,Featured post,Pension Regulation,Rosalind-Connor,Scheme Governance and Compliance trustee,Trustee Advice

20.06.2023

High Court overturns 25 year consensus on amendments to contracted-out DB schemes

At the end of last week the High Court handed down its judgment in the case of V…


newsletter | Defined Benefit,Defined Benefit Schemes,Defined Benefit Schemes,Featured post,Governance and Compliance,Jane-Kola,Pension Regulation,Scheme Governance & Compliance regulatory,Scheme Governance and Compliance trustee

20.06.2023

The Pensions Regulator – new codes are still awaited…

The Pensions Regulator’s new General Code was expected in Spring 2023, but we …


newsletter | Claire Goodby,Dealing with the Pensions Regulator,Defined Benefit,Defined Benefit Schemes,Defined Benefit Schemes,Featured post,Governance and Compliance,Pension Regulation,Scheme funding employer,Scheme Funding trustee,Scheme Governance & Compliance regulatory,Scheme Governance and Compliance trustee,The Pensions Regulator,Trustee Advice,Vikki-Massarano

20.06.2023

TPR Guidance on equality, diversity and inclusion (EDI)

The Pensions Regulator has published guidance providing practical examples of ho…


newsletter | Anna-Copestake,Diversity,Employer Advisory Work,Featured post,Nneka Egbuji,The Pensions Regulator,Trustee Advice

13.03.2023

New PPF Levy Rules – to certify or not to certify contingent assets?

With the 31 March 2023 deadline for certification or recertification of continge…


newsletter | Claire Goodby,Defined Benefit,Kate-Payne,Pension Protection Fund,Scheme Funding trustee,Scheme Governance and Compliance trustee,Trustee Advice

13.03.2023

The new DB Funding Code: are you bothered?

The Pensions Regulator has published its draft DB Funding Code for consultation …


newsletter | Anna-Rogers,danyal-enver,Defined Benefit,Defined Benefit Schemes,Governance and Compliance,Pension Payments,Scheme Funding trustee,Scheme Governance & Compliance regulatory,Scheme Governance and Compliance trustee,Trustee Advice

13.03.2023

Single Code – Where are we now?

Almost two years to the day since the Regulator launched its March 2021 consulta…


newsletter | DC Schemes trustee,Defined Benefit,Defined Benefit Schemes,Defined Contribution Pension Scheme,Kate-Payne,Pension Regulation,Scheme Governance & Compliance regulatory,The Pensions Regulator,Trustee Advice

13.03.2023

Pensions Dashboards – ready or not, they’re coming (albeit later!)

The Pensions Dashboards Regulations have been approved by Parliament and have no…


newsletter | Defined Benefit,Defined Benefit Schemes,Governance and Compliance,pension dashboards,Pension Regulation,Pensions Dashboards,Riccardo Bruno,Rosalind-Connor,Scheme Governance & Compliance regulatory,Scheme Governance and Compliance trustee,Trustee Advice

12.08.2022

New TPR Single Code of Practice: Are you “Code-ready”?

What is the new Single Code of Practice?  The Pensions Regulator’s new Single…


newsletter | Charlotte Clewes-Boyne,Dealing with the Pensions Regulator,Featured post,Governance and Compliance,Jane-Kola,The Pensions Regulator

2.03.2022

More changes to transfer request processes

The government has announced a change in law in June 2022, requiring trustees to…


newsletter | DC Schemes trustee,Defined Contribution Pension Scheme,Governance and Compliance,Pension Regulation,Scheme Governance & Compliance regulatory,Scheme Governance and Compliance trustee,Trustee Advice

2.03.2022

Pensions Dashboard: the ambitious revolution

The Pensions Dashboard is a digital interface that will enable individuals to se…


newsletter | DC Schemes trustee,Pension Regulation,Trustee Advice

2.03.2022

The “Super” Code of Practice: what’s new?

The Pensions Regulator is consulting on a new draft Single Code of Practice. Sim…


newsletter | Dealing with the Pensions Regulator,Governance and Compliance,Pension Regulation,Scheme Governance & Compliance regulatory,Scheme Governance and Compliance trustee,The Pensions Regulator,Trustee Advice

2.03.2022

Pensions drafting timebomb defused – this time

The High Court has ruled on a revaluation underpin worth £20m in the De La Rue …


newsletter | Defined Benefit,Defined Benefit Schemes,Defined Benefit Schemes,Governance and Compliance,Scheme Mergers trustee,Trustee Advice

8.06.2021

Pension Schemes Act 2021 – notifiable events regime

Many of the Act’s provisions – including the headline grabbing criminal offe…


newsletter | Vikki-Massarano

8.06.2021

New legal requirements on climate change?

The Pension Schemes Act 2021 and draft regulations, expected to come into force …


newsletter | Vikki-Massarano

8.06.2021

Review of the Chair’s Statement

Chair’s Statements have become part of the process of producing schemes’ ann…


newsletter | Vikki-Massarano