We prepare updates on latest developments and changes in the market place as they affect pension arrangements.
We keep our updates short and to the point so that you can quickly pick up what the issues are and how you can respond.
They are issued as required by email or post so if you would like to be added to our mailing list please send your details using our contact form on the site.
Previous updates issued can be accessed from the links opposite:
| Legislation Updates Listing 2004/05/06/07/08/09 & 2010 |
| Topic |
Updates |
| Actuarial |
1/09 |
| Administration Anomolies |
8/07 |
| Age Discrimination |
5/06, 23/06, 1/07 |
| Agreement over Investment Strategy |
5/07 |
| Benefit Crystallisation Events |
25/06 |
| Bulk Transfers |
1/06, 9/06 |
| Budget |
5/09 |
| Buy out of Pension Liabilities |
2/07 |
| Changes to S2P |
5/09 |
| Contingent Assets |
19/06 |
| Contingent Funding |
5/07 |
| Civil partnership Act 2004 |
3/04 |
| Cost Containment |
5/04 |
| Commutation of Trivial Pensions |
5/05 |
| Contracting-Out |
6/06, 1/07, 13/06 |
| Conflicts of Interest |
7/06, 20/06 |
| Conservative Party Policy |
13/07 |
| Death Benefits only Members |
1/04 |
| Disclosure of Information |
5/06 |
| Enhanced Protection/Primary |
2/06, 7/06, 16/06, 15/06, 22/06 |
| FRS17 Liabiblities |
4/0 |
| Funding of Defined Benefit Plans |
14/06 |
| Funding Levels in Turbulent Stock Markets |
14/08 |
| General |
7/07, 5/08, 6/08 |
| Government Policy |
12/07 |
| IDRP |
1/06 |
| Internal Control Requirements |
2/06, 7/06 |
| Ill Health/ Early Retirement |
6/06, 18/06 |
| Individual Transfers |
9/06 |
| Life Assurance only Members |
21/06 |
| Life Expectancy |
3/08 |
| Longevity Risk |
4/09 |
| Mortality |
1/06, 11/08 , 7/09 |
| Multi Employer Schemes |
18/06 |
| Overseas Transfers |
13/06, 24/06 |
| Overpayment Made in Error |
26/06 |
| Pensions Bill |
1/08 |
| Pension Simplification |
2/04 |
| Pensions Act 2004 |
4/04 |
| Purchase of Annuities |
3/05 |
| PPF Levy |
9/05, 1/06, 1/07, 4/07, 5/07, 2/08, 8/08, 2/09, 1/10 |
| Protected Rights |
13/06 |
| Process for Registration |
15/06 |
| Quantitative Easing |
7/09 |
| Pro’s and Cons of Trust & Contract Based Schemes |
3/07 |
| Raising the Standard for Professionals |
4/05 |
| Record Keeping |
09/08 |
| Recovery Plans |
11/07 |
| Reporting to the Pensions Regulator |
2/06, 28/06 |
| Refunds of Contributions |
12/06 |
| Rule Amendments |
1/04 |
| Scheme Funding Round 2 |
8/09 |
| Section 75 |
10/07 |
| Setting Technical Provisions |
13/08 |
| Serious Ill Health |
18/06 |
| Sex Change |
18/06 |
| Scheme Rules |
2/06, 11/06 |
| Scheme Specific Funding |
2/06, 17/06, 11/06 |
| Scheme Wind Ups |
27/06 |
| Sponsoring Employees of DB Schemes |
3/09 |
| Summary of Provisions |
2/04 |
| Summary Funding Statements |
5/06, 5/07 |
| State Second Pension Changes |
10/09 |
| Statement of Investment Principles |
2/06 |
| Statutory Funding Objective |
11/05 |
| Taxation |
5/07 |
| The Pensions Regulator |
10/05, 2/06, 28/06 |
| The New Scheme Funding Regime |
6/05, 11/06 |
| Transfer Value |
7/08, 9/08 |
| Trustee Liability Insurance |
6/07 |
| Trustee Training |
10/06 |
| Trustee Knowledge & Understanding |
2/06, 2/05, 12/08 |
| Trivial Commutation for Pensions in Payment |
2/06, 2/05 |
| Unusable Surplus |
5/07 |
Withdrawal of an Employer where more Than one company participates in a U.K DB Plan
|
7/05 |
|
