Pensions Law

What kind of claims did we expect, what are we seeing in practice and how has our perception of the shape of potential claims changed?

• Conference: Pensions Law 2023
• Date Uploaded: 23 Nov 2023
• Format: PDF
• Size: 610.807 KB

In light of recent case developments, what are the unresolved issues over benefit arrears and correction exercises, particularly concerning limitation, forfeiture, and payable interest?

• Conference: Pensions Law 2023
• Date Uploaded: 23 Nov 2023
• Format: PDF
• Size: 751.507 KB

How are recent Ombudsman cases on scheme administration and trustee decision-making influencing current practice and the way you advise clients?

• Conference: Pensions Law 2023
• Date Uploaded: 23 Nov 2023
• Format: PDF
• Size: 731.86 KB

How has the case changed prior thinking on actuarial confirmations and what are the implications for schemes looking to buy-out?

• Conference: Pensions Law 2023
• Date Uploaded: 23 Nov 2023
• Format: PDF
• Size: 167.907 KB

Where are the legal boundaries and ethical limits when informing hard-to-reach members about important changes, e.g., small pot members who cannot be found prior to buy-out?

• Conference: Pensions Law 2023
• Date Uploaded: 23 Nov 2023
• Format: PDF
• Size: 280.809 KB

Cutting through all the opinions, how do you address and rectify defective execution and instances of non-compliance with powers of amendment in pension schemes?

• Conference: Pensions Law 2023
• Date Uploaded: 23 Nov 2023
• Format: PDF
• Size: 1.002 MB

What challenges, both practical and legal, will arise from the PPF's potential role as a consolidator and the heightened focus on Trustees' skills, under the Mansion House proposals?

• Conference: Pensions Law 2023
• Date Uploaded: 23 Nov 2023
• Format: PDF
• Size: 476.384 KB

Ombudsman's cases - Jeanette Holland, Baker & Mckenzie. What do recent Ombudsman's cases reveal about scheme administration and trustee decision-making and the available remedies and defences?

• Date Uploaded: 4 Oct 2022
• Format: PDF
• Size: 450.319 KB

ESG - Richard Hitchcock KC, Outer Temple Chambers. How much leeway do trustees have to exclude asset classes or pressure fund managers to invest in specific ways, e.g. ESG?

• Date Uploaded: 4 Oct 2022
• Format: PDF
• Size: 340.334 KB

Tupe transfers and private sector pensions - David Pollard, Wilberforce Chambers. Do the automatic transfer provisions in Tupe apply to third party liabilities such as pension rights under a trust based occupational pension scheme?

• Date Uploaded: 4 Oct 2022
• Format: PDF
• Size: 477.837 KB