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Practice notes
Auto-enrolment—the transitional period for DB and hybrid schemes [Archived]ARCHIVED. This Practice Note has been archived and is not maintained.As...
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19th May
Practice notes
The Post-2015 National Health Service Pension SchemeCORONAVIRUS (COVID-19) UPDATE: The Coronavirus Act 2020 suspends provisions of the...
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Produced in partnership with Paul Carney of Shoosmiths 19th May
Practice notes
Pension bulk transfers—beginners’ guideThis guide is primarily aimed at trainees, newly qualified lawyers and other persons who are new to or...
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Produced in partnership with Wyn Derbyshire of gunnercooke LLP 19th May
Practice notes
What does ‘contracting-out’ mean for pension lawyers?Interaction with the additional State pensionBefore 6 April 2016, there were two levels of State...
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19th May
Practice notes
Personal pension schemes—central role in private pensions sectorPersonal pension schemes, in their various forms, play a central and important role in...
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Produced in partnership with Wyn Derbyshire of gunnercooke LLP 19th May
Practice notes
Fixed protection 2012 (FP 2012)THIS PRACTICE NOTE RELATES TO REGISTERED PENSION SCHEMESThe lifetime allowanceWhile there is no limit on the total...
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19th May
Practice notes
Corporate trustees—articles of association of a pension trustee companyTHIS PRACTICE NOTE APPLIES TO TRUST-BASED OCCUPATIONAL PENSION...
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Produced in partnership with Mark Ridler of Hill Dickinson 19th May
Practice notes
Investment management agreements—trustee considerationsThe management of assets belonging to another person on a discretionary basis is a 'regulated...
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Produced in partnership with Martin Scott of gunnercooke LLP 19th May
Practice notes
The pre A-day pensions tax regimeThe pensions tax regime under the Finance Act 2004 came into effect on 6 April 2006, otherwise known as A-day. The...
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Produced in partnership with Mark Smith, Georgina Wardrop and Angela Sharma of Taylor Wessing LLP 19th May
Practice notes
The Pension Protection Fund—compensationCORONAVIRUS (COVID-19) UPDATE: As a result of coronavirus, the PPF decided to make certain changes to its...
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19th May
Practice notes
Serious ill-health lump sum paymentsWhen is a serious ill-health lump sum payable?Under the Finance Act 2004 (FA 2004), Sch 29, para 4, a scheme...
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19th May
Practice notes
Pensions Ombudsman determination trackerThe entries in this tracker are organised by topic, alphabetically. These topics are listed in the Table of...
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19th May
Practice notes
How to deal with Beckmann liabilities on a business saleTHIS PRACTICE NOTE APPLIES IN RELATION TO OCCUPATIONAL PENSION SCHEMESThis Practice Note...
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Produced in partnership with Ginevra Gatrell of gunnercooke LLP 19th May
Practice notes
TUPE and Beckmann—the pensions exceptionBeckmann liabilities are liabilities in respect of occupational pension benefits other than benefits relating...
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19th May
Practice notes
Auto-enrolment—certification of DC schemesCORONAVIRUS (COVID-19) UPDATE: On 9 April 2020 the Pensions Regulator (TPR) published ‘Automatic enrolment...
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19th May
Practice notes
Anti-frankingThe conceptIt used to be the case that contracted-out salary-related (COSR) schemes could revalue a deferred member's guaranteed minimum...
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Produced in partnership with Peter White 19th May

Most recent Clauses content

Practice notes
Reasonable and best endeavoursThis Practice Note considers the terms ‘best endeavours’, ‘all reasonable endeavours’ and ‘reasonable endeavours’ that...
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17th Sep
Practice notes
The role of boilerplateThis Practice Note discusses the role and importance of the boilerplate clauses in an agreement. It identifies the boilerplate...
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8th Sep
Precedents
Recitals—pension scheme deedsRecitals:(A)[Insert full name of scheme] (the “Scheme”) was established by an [interim OR definitive] deed dated [insert...
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15th Aug
Precedents
The following pension clauses set out the pensions information to be included in an employment contract, depending on the type of...
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8th Jan
Precedents
Produced in partnership with Andrew Patten of SNR Denton This clause is optional and may be used in a business purchase agreement to...
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26th Sep
Precedents
1 Confidentiality clause—mutual—using in-clause definitions Authorised Persons has the meaning given to it in clause...
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26th Sep
Precedents
1 Notices—long form 1.1 Any notice[ or other communication] given by a party under this agreement shall be: ...
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26th Sep
Precedents
1 Counterparts—agreement 1.1 This agreement may be signed in any number of separate counterparts, each of which when...
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26th Sep
Precedents
1 Announcements—short form No announcement or other public disclosure concerning this agreement or any of the matters...
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26th Sep
Precedents
...
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26th Sep
Precedents
1 Waiver—long form 1.1 No failure, delay or omission by either party in exercising any right, power or remedy provided...
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26th Sep
Precedents
1 Entire agreement—short form 1.1 This agreement[ and [any documents entered into pursuant to it OR [insert name[s] of...
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26th Sep
Precedents
1 Rights of third parties (third party rights excluded, save as specifically provided) 1.1 [Except as [provided in...
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26th Sep
Precedents
1 Definitions and interpretation 1.1 In this Agreement: Affiliate means any entity that directly or...
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26th Sep
Precedents
This Agreement is made on [date] Parties 1 [insert name of party] [of OR trading as [insert trading name] of OR a firm whos...
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26th Sep
Precedents
1 Severance ...
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26th Sep
Precedents
1 Jurisdiction—reciprocal The parties irrevocably agree that the courts of [England and Wales OR [insert details of...
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26th Sep

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