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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