P&E Update: Pensions Bulletin

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Topics covered in this bulletin:

The Watch List

New Law

  • Auto-enrolment – Government views

Tax

  • Lifetime allowance protection

Cases

  • Access to State Pension for transgender individual
  • Rectification by summary judgment
  • Administrator could refuse overseas transfer where scheme not on ROPS list
  • Discretionary ill health pension and hypothetical cost
  • Lifetime allowance exceeded – money purchase illustrations mis-read
  • Pension sharing order can apply to overseas pensions

Points in Practice

  • Section 89 report on fines re Chair’s statement failure
  • 21st Century trusteeship and governance – discussion paper
  • Ombudsman statement on its approach in appeals
  • Stewardship toolkit
  • PPF refreshed guidance for insolvency professionals

Forthcoming events

  • Pensions Update Seminar