Pensions Law

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

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

• Date Uploaded: 20 Oct 2021
• Format: PDF
• Size: 1.012 MB

Distressed schemes - Raquel Agnello QC, Erskine Chambers. What is the practical significance for trustees of the new Corporate Insolvency and Governance Act 2020? How will it augment the powers of the Pensions Regulator and PPF?

• Date Uploaded: 21 Sept 2021
• Format: PDF
• Size: 1.845 MB

Contribution Notices - Nicolas Stallworthy QC, Outer Temple Chambers. Do the two new triggers for Contribution Notices constitute a regulatory shift? Which corporate activities will be caught?

• Date Uploaded: 21 Sept 2021
• Format: PDF
• Size: 436.422 KB

Ombudsman - Laura Clarke, CMS. What do the latest Ombudsman's cases reveal about scheme administration and trustee decision-making and the available remedies and defences?

• Date Uploaded: 21 Sept 2021
• Format: PDF
• Size: 497.724 KB

Criminal sanctions - Jonathan Fisher QC, Bright Line Law. How potent is the Regulator's beefed-up power to impose criminal sanctions? New and important innovation or damp squib?

• Date Uploaded: 21 Sept 2021
• Format: PDF
• Size: 815.441 KB

GMP equalisation - Henry Legge QC, 5 Stone Buildings. How far is it reasonable for Trustees to use up trust assets to address data shortcomings in GMP equalisation? Where do you draw the line?

• Date Uploaded: 21 Sept 2021
• Format: PDF
• Size: 1.94 MB

Own Risk Assessments - Steven Hull, Eversheds Sutherland. What counts and what will satisfy the Regulator when carrying out an "own risk assessment"? What can and should trustees do?

• Date Uploaded: 21 Sept 2021
• Format: PDF
• Size: 1.916 MB

GMP equalisation - Richard Hitchcock QC, Outer Temple Chambers. What is the correct approach - legal and practical - to unresolved GMP problems, such as (1) pensions tax implications, (2) gaps in data and (3) revisiting past activity?

• Date Uploaded: 30 Jun 2020
• Format: PDF
• Size: 259.735 KB

Box Clever - Nicholas Stallworthy QC, Outer Temple Chambers. How has judicial guidance in the Box Clever case changed existing thinking on reasonableness and financial support directions?. Why does it matter and why is it so significant for practice?

• Date Uploaded: 29 Jun 2020
• Format: PDF
• Size: 495.907 KB