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Legal update

The Mansion House reforms: win-win?

The Chancellor has woven together some familiar strands with some new material, but will his tapestry be a win for both pension savers and UK plc?
20 July 2023

Legal update

TPR and FCA strategy update: “We will continue to work...closely...as we carry out these joint workstreams”

The Pensions Regulator and the Financial Conduct Authority update on their ongoing cooperation to protect pension savers and enhance their outcomes
24 January 2023

Legal update

The Road to the Pensions Dashboard

The DWP has published its Pensions Dashboard proposals. We look at the key decisions for trustees and managers to ensure compliance
14 March 2022

Legal update

FCA v Avacade Ltd & others: another shot across the bow for unregulated introducers

With the Court of Appeal confirming the High Court's judgment, we discuss what this means for unregulated introducers
06 September 2021

Legal update

FCA guidance on providing financial information to employees and pension scheme members

The line between helping and giving financial information is important due to the risk of criminal offences. It is useful to see the FCA’s current thinking
12 October 2020

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

Virtual Pension Trustee Meetings – how to make the most of holding meetings virtually

In this article, we discuss how pension scheme trustees might make the most of one key adaptation arising from the COVID-19 pandemic: virtual trustee meetings
24 June 2020

Legal update

FCA’s proposals for Pension Transfer Advice

Following the publication of the FCA’s Policy Statement on Pension Transfer Advice (PS20/6), Suzanne Padmore and Sue Young consider the significance of the proposals
23 June 2020

Legal update

Palestine Solidarity Campaign Case: government LGPS guidance unlawful

This article examines the recent Supreme Court ruling that ministerial guidance, given to LGPS funds on how to discharge investment duties, is unlawful

04 June 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

Pensions taxation: HMRC wins at the upper tribunal on in-specie contributions

In HMRC v Sippchoice [2020] UKUT 0149 (TCC), the Upper Tribunal decided that member contributions must be paid in money form to qualify for tax relief
21 May 2020

Legal update

Scheme funding – where do we stand?

Eighteen months after the White Paper and six months after the Annual Funding Statement, we’re still awaiting the consultations on the revised code of practice – where do employers and trustees stand?
11 October 2019
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