P&E Update: Pensions Bulletin

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(2): HMRC’s Countdown Bulletin 12

Topics covered in this bulletin:

The Watch List

New Law

  • Stop press: Consultation on further changes to auto‑enrolment legislation
  • Abolition of DB contracting-out: Bulk transfers without consent
  • Chancellor announces cap on early exit charges
  • Government response to consultation on creating secondary annuity market
  • Automatic enrolment earnings trigger and qualifying earnings band for 2016/17

Tax

  • Pensions provisions in Finance Bill 2016
  • Pension Schemes Newsletter 74

Cases

  • Meaning of “ordinarily working in Great Britain” for the purposes of auto-enrolment: R on the application of Fleet Maritime Services (Bermuda) Limited v. The Pensions Regulator
  • Incorrectly executed rule amendment upheld: Trustees of the Scottish Solicitors’ Staff Pension Fund v Pattison and Sim
  • Employer’s duty to inform about pensions: Recent Ombudsman’s determinations

Points in Practice

  • Financial Services Compensation Scheme: Proposed changes
  • Pensions Regulator’s draft prosecution policy published for consultation
  • Withholding tax reclaims by UK schemes: Pensions Regulator’s letter
  • DC flexibility: FCA retirement income market data
  • Abolition of DB contracting-out (1): New DWP Q&As on new state pension
  • Abolition of DB contracting-out (2): HMRC’s Countdown Bulletin 12