Discrimination

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Brexit legislation tracker

This Practice Note tracks the progress of UK legislation introduced as part of the legislative project associated with the UK’s withdrawal from the

Case tracker—forthcoming cases—pensions

The entries in this tracker are organised by topic. These topics are listed in the Table of Contents (to the left of the page).Contracting-outLloyds

Deeds

Under English law legally binding agreements can be made orally, in writing or by deed.This Practice Notice considers the circumstances in which a

Appointment, retirement and resignation of a director

BREXIT IMPACT: The information to be given when appointing a corporate director will be affected by Brexit. For further details, see Impact of Brexit

Practice notes

Consultation tracker—pensions

This Lexis®PSL Pensions consultation tracker tool displays key consultations (both formal and informal) conducted in the last 12 months by HM...

23rd Oct

Practice notes

Horizon scanning—Pensions

This Practice Note summarises the key legal developments that are expected to impact pension lawyers within the next 18 months and will continue to...

22nd Oct

In-house

Practice notes

Legislation tracker—pensions

This legislation tracker is divided into the following sections:•Forthcoming Acts and Bills•Forthcoming Statutory Instruments•Forthcoming FCA...

16th Oct

In-house

Practice notes

Pensions Ombudsman determination tracker

The entries in this tracker are organised by topic, alphabetically. These topics are listed in the Table of Contents (to the left of the...

13th Oct

Practice notes

The annual allowance

The basic principle underpinning the pensions tax regime is that members of registered pension schemes enjoy:•various tax advantages while accruing...

Produced in partnership with Wyn Derbyshire of gunnercooke LLP 13th Oct

Practice notes

Auto-enrolment—an introduction

CORONAVIRUS (COVID-19) UPDATE: On 9 April 2020 the Pensions Regulator (TPR) published ‘Automatic enrolment and pension contributions: COVID-19...

Produced in partnership with Wyn Derbyshire of gunnercooke LLP 13th Oct

Practice notes

Auto-enrolment—who needs to be enrolled?

CORONAVIRUS (COVID-19) UPDATE: On 9 April 2020 the Pensions Regulator (TPR) published ‘Automatic enrolment and pension contributions: COVID-19...

Produced in partnership with Wyn Derbyshire of gunnercooke LLP 13th Oct

Practice notes

Pension consultation requirements

CORONAVIRUS (COVID-19) UPDATE: On 9 April 2020 the Pensions Regulator (TPR) published guidance which provides a regulatory easement for employers...

13th Oct

Practice notes

Investment powers and duties of pension trustees

CORONAVIRUS (COVID-19) UPDATE: The market volatility caused by coronavirus has led to an increase in DB scheme deficits (see News Analysis:...

13th Oct

Practice notes

Statement of investment principles (SIP)

CORONAVIRUS (COVID-19) UPDATE: The market volatility caused by coronavirus led to an increase in DB scheme deficits (see News Analysis: Coronavirus...

Produced in partnership with Nick Stones of Pinsent Masons 5th Oct

Practice notes

The authorisation and supervisory regime for master trusts

CORONAVIRUS (COVID-19) UPDATE: In light of the coronavirus pandemic, the Pensions Regulator (TPR) issued guidance stating that, until 30 June 2020, it...

26th Sep

Practice notes

Bulk transfers between occupational pension schemes—an introduction

IntroductionThis Practice Note considers bulk transfers between occupational pension schemes. A bulk transfer is the transfer of a group of members...

26th Sep

Practice notes

Trivial commutation

HM Revenue & Customs (HMRC) recognises that schemes could incur disproportionate costs in providing small pensions under registered pension schemes,...

26th Sep

Practice notes

Surrender and forfeiture of pension benefits

THIS PRACTICE NOTE APPLIES TO OCCUPATIONAL PENSION SCHEMES ONLYThis Practice Note considers the extent to which accrued pension rights under...

25th Sep

Practice notes

Case tracker—judgments handed down in 2018—pensions

The entries in this tracker are organised by topic. These topics are listed in the Table of Contents (to the left of the page).Contracting-outLloyds...

25th Sep

Practice notes

Early leavers—revaluation

Statutory requirement to revalue benefitsStatute requires pension schemes to revalue the deferred benefits of early leavers over the period of...

25th Sep

Most recent Discrimination content

Practice notes

Objective justification—the key cases for pension lawyers

Objective justification is a phrase most often encountered as shorthand for the process of showing that a provision, criterion or practice (PCP),...

25th Sep

Practice notes

Part-time workers, fixed-term workers and discrimination—the key cases for pension lawyers

Many of the leading cases in the area of discrimination and part-time workers have been concerned with issues of sex discrimination. They are...

25th Sep

Practice notes

Part-time workers—discrimination issues relating to pensions

The legislative frameworkThere are two separate areas of legislation which have to be considered in the context of part-time workers and...

25th Sep

Practice notes

Objective justification for pension lawyers

What is objective justification?Under the Equality Act 2010 ('the Equality Act'), there is prima facie indirect discrimination if A applies a...

25th Sep

Practice notes

Disability discrimination and pensions

This Practice Note considers disability discrimination within the meaning of the Equality Act 2010 (EqA 2010) in the specific context of pensions.What...

26th Sep

Q&As

Can an employer stop providing life assurance benefits to employees at an age higher than 65 under age discrimination legislation?

Paragraph 14(2) of Schedule 9 to the Equality Act 2010 provides that it is not an age contravention for an employer to make arrangements for, or...

28th Sep

Q&As

How do the bridging pensions exceptions in Equality Act 2010 (Sex Equality Rule) (Exceptions) Regulations 2010, SI 2010/2132, reg 2 apply to the Barber case?

These exceptions apply in respect of bridging pensions, which are the subject of the Practice Note: Bridging pensions.As explained in the Practice...

28th Sep

Practice notes

Equalisation and Barber—the pension implications

This Practice Note contains references to case law of the Court of Justice of the European Union. Broadly, EU judgments handed down on or before 31...

Produced in partnership with Elizabeth Ovey of Radcliffe Chambers 9th Oct

Practice notes

Sex discrimination for pension lawyers

The current position and how we got hereAs in other areas of discrimination law which apply to pension schemes, the law on sex discrimination has been...

Produced in partnership with Elizabeth Ovey of Radcliffe Chambers 9th Oct

Practice notes

Sex discrimination—the key cases for pension lawyers

This Practice Note considers the key cases in the area of sex discrimination in the context of pension schemes. It contains references to case law of...

Produced in partnership with Elizabeth Ovey of Radcliffe Chambers 12th Oct

Practice notes

Age discrimination for pension lawyers

Age discrimination—the statutory frameworkStatutory provisions prohibiting age discrimination were first introduced into English law in 2006 as a...

Produced in partnership with Elizabeth Ovey of Radcliffe Chambers 12th Oct

Practice notes

The Test-Achats case—the pension implications

This Practice Note considers the implications of the case Association belge des Consommateurs Test-Achats v Conseil des Ministres (the Test-Achats...

Produced in partnership with Elizabeth Ovey of Radcliffe Chambers 13th Oct

Practice notes

Age discrimination—the pension exceptions and when they apply

Exceptions for age discrimination under the Equality Act 2010The general non-discrimination rule for occupational pension schemes in the section 61 of...

Produced in partnership with Elizabeth Ovey of Radcliffe Chambers 13th Oct

Practice notes

Equalisation problems in practice—the key cases for pension lawyers

On 17 May 1990 the European Court of Justice decided, in Barber v Guardian Royal Exchange [1990] 2 All ER 660, that men and women’s entitlement to...

Produced in partnership with Elizabeth Ovey of Radcliffe Chambers 14th Oct

Practice notes

Transgender issues and pension entitlement

The language used in this Practice Note reflects the language of the relevant statutory material and previous decided cases, which is binary and to...

Produced in partnership with Elizabeth Ovey of Radcliffe Chambers 14th Oct

Practice notes

Fixed-term workers—discrimination issues relating to pensions

This Practice Note contains references to case law of the Court of Justice of the European Union. Broadly, EU judgments handed down on or before 31...

Produced in partnership with Elizabeth Ovey of Radcliffe Chambers 14th Oct

Practice notes

Pensions and discrimination—beginners’ guide

This guide is primarily aimed at trainees, newly qualified lawyers and other persons who are new to or unfamiliar with pensions law.This guide...

Produced in partnership with Wyn Derbyshire of gunnercooke LLP 16th Oct

Practice notes

Equalisation of guaranteed minimum pensions (GMPs)

What are guaranteed minimum pensions?Guaranteed minimum pensions (GMPs) arrived on the pension scene on 6 April 1978, at the same time as the State...

Produced in partnership with Elizabeth Ovey of Radcliffe Chambers 16th Oct

Practice notes