Pensions Law

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

GMP equalisation - Keith Rowley KC, Radcliffe Chambers. What are the latest requirements for GMP equalisation and the related risks, i.e. GMP conversion legislation, new HMRC guidance, and changing attitudes of insurance companies?

• Date Uploaded: 4 Oct 2022
• Format: PDF
• Size: 746.462 KB

Correction exercises - Steven Hull, Eversheds Sutherland. How do you steer clients through benefit arrears and correction exercises, including limitation, forfeiture and interest payable, supported by case law and practical examples?

• Date Uploaded: 4 Oct 2022
• Format: PDF
• Size: 322.301 KB

Notifiable events - Nicolas Stallworthy KC, Outer Temple Chambers. What are the practical and legal implications of the new notifiable events triggers and "declarations of intent", and which corporate activities will likely be caught?

• Date Uploaded: 4 Oct 2022
• Format: PDF
• Size: 316.129 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