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Legal update

Mr White gets the same treatment as Mr Green: director ordered to draw pension sums to pay creditors

This judgment reinforces the Court’s power to order a judgment debtor to draw down their pension for the benefit of the creditors as recently seen in Bacci v Green
18 October 2023

Legal update

Proposed amendment to BBC pension scheme held detrimental to members’ future service benefits

Active members’ ‘interests’ includes benefits not yet earned, and amendment to the scheme’s terms concerning future service benefits would have ‘affected’ the members’ interests, leaving them worse off.

28 September 2023

Legal update

What does the recent section 37 judgment mean for amendments to contracted-out DB benefits

We consider the recent High Court judgment in Virgin Media Ltd v NTL Pension Trustees II Ltd and what it may mean for amendments made to contracted-out schemes
12 July 2023

Legal update

PPF re-certification: EU contingent assets

If you are re-certifying a contingent asset where the provider is EU domiciled, the PPF may require a new legal opinion from your EU lawyer
09 March 2021

Legal update

Rectification of Pension Scheme Documentation: Has the Univar decision changed anything?

The first fully argued pensions rectification case since the much talked about decision of the Court of Appeal in FSHC v GLAS Trust, Univar is a landmark decision
03 September 2020

Legal update

Russell Adams v Carey Pensions: What does it mean for SIPP operators?

We review the long awaited judgment and give our view on the key takeaways for SIPP operators and potential areas for future regulatory development as a result
26 May 2020

Legal update

A new regulatory agenda for the pensions sector

The Pensions Regulator (TPR) and the Financial Conduct Authority (FCA) have announced a joint regulatory strategy to address changes to the way people save for and take their pension.
14 December 2018

Legal update

A wintry flurry of pensions cases – just what you wanted for Christmas?

Dispute Resolution Festive Forecast: today, we look at key pensions disputes before the Courts in the coming months.
06 December 2016

Legal update

High Court holds that Trustees can take into consideration the interests of employers

The High Court has handed down the judgment in one of the most significant pensions cases in the last 12 months.
25 February 2015

Publication

The Application of Trust Law Principles in a Proprietary Estoppel Action

Trustees can tread a difficult line dealing with potential beneficiaries. This is what trustees should be on the lookout for especially where a beneficiary appears to be in a favoured position
10 February 2015

Legal update

Four banned by FCA for 'disgraceful' pension activities

Following an investigation, the FCA has issued Final Notices to four individuals regarding conduct in connection with occupational pension schemes. 
23 December 2013

Legal update

Trustee wins important victory in battle to obtain contribution notice

The Trustees of the Desmond & Sons pension scheme have successfully overturned a decision by the Upper Tribunal to strike out a case against a shareholder.
05 December 2013
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