News and insight

The updated tool includes guidance on the new Funding and Investment Strategy Regulations

In this Easter edition, you will find the latest updates in relation to the Lifetime Allowance abolition, TPR’s General Code, pensions dashboards, cyber security, data transfers and ESG.  There are also articles on AI and pensions, reform of Scottish trust law and PO determinations

Firm appoints Steven Hull and Chris Brown as new partners in its Pensions and Lifetime Savings team

In this bumper edition, we round up the latest on the Mansion House reforms, and look in detail at the new DB Funding and Investment Strategy Regulations.  There are also articles on the changes at TPR and Companies House, the response to the General Levy consultation and  more

Where data is transferred internationally, contracts should be updated by 21 March 2024. If action is not taken (including by pension schemes), there may be a technical breach of UK GDPR

The final DB Funding and Investment Strategy Regulations are here. Whilst there are still related parts missing like the Code, here are the key points / actions

In this month’s newsletter, we look at some of 2024’s key developments so far including the Pensions Regulator’s new General Code, the new Funding & Investment Regulations for defined benefit schemes, and the abolition of the lifetime allowance

The Lifetime Allowance is being abolished with effect from 6 April 2024 and there are key actions that need to be taken now in preparation by trustees, sponsors, providers and scheme administrators.

There are a lot of new actions for governing bodies coming out of the General Code (particularly around climate change, cyber security and their approach to risk management more generally) but it is also expected that they should be doing most of it already

In this first newsletter of the year, we focus on some of 2024’s hot topics for the pensions industry – including scheme governance, ESG and cyber security – as well as some enduring key issues when it comes to running a pension scheme.  These include recovery of pension overpayments, protecting pensions in the context of M&A activity and the fight against pensions scams

What should “ESG litigation risk” mean to pension trustees and what can they do to mitigate it? This article looks at themes which may give rise to claims in this rapidly developing landscape and suggestions of how trustees may respond to minimise those risks

Whilst extraordinary on its facts, this decision of the Pensions Ombudsman’s Pensions Dishonesty Unit highlights the importance of key principles of responsible trusteeship, as well as the need for vigilance against pension liberation schemes and unauthorised payments.