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The Watch List
6th April, 2015 Changes
- Pension Schemes Bill receives Royal Assent: Countdown begins
- signposting to Pension Wise: Guidelines for pension providers and schemes
- second line of defence: Update
- DC charges and governance (1): Final rules for independent governance committees
- DC charges and governance (2): DWP guidance on charge cap
- Pension Schemes Newsletter 67: PAYE on "flexible benefits"
New Law
- banking reform: Pensions Regulations
- changes to the Investment Regulations following Law Commission Report "Fiduciary duties of investment intermediaries"
Tax
- inheritability of joint life and guaranteed annuities: Finance Bill 2015 clauses
Cases
- IBM v Dalgleish: Remedies’ judgment
- liability of employers for Section 75 debt: High Court decision in relation to the Merchant Navy Ratings Pension Fund
- obligation to take personal pension benefits before NPA for the purposes of calculating means-tested benefits: BRG v Secretary of State
- forced retirement at age 70: Whether age discrimination: Sharma v Lee
- two year time limit for paying death benefits: Ombudsman’s determination in relation to Mrs Bashfor
Points in Practice
- PPF Levy 2015/16: Answers to FAQs