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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 This Practice Note has been archived and is not maintained.As...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
Enhanced protectionTHIS PRACTICE NOTE RELATES TO REGISTERED PENSION SCHEMESThe lifetime allowanceWhile there is no limit on the total amount of...
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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
The Electricity Supply Pension SchemeThe Electricity Supply Pension Scheme (‘ESPS’) is a trust-based scheme established by the Electricity Council by...
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Produced in partnership with Gary Delderfield of Eversheds Sutherland 19th May
Practice notes
Flexible benefits vs safeguarded benefitsThis Practice Note focuses on the meanings of 'flexible benefit', 'safeguarded benefit' and...
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19th May
Practice notes
Normal minimum pension age and protected pension ageCORONAVIRUS (COVID-19) UPDATE: For the period from 1 March 2020 to 1 November 2020, HMRC granted...
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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
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
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
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 Disputes and litigation content

Practice notes
Limitation periods in pension claimsSTOP PRESS: On 17 June 2021, the High Court handed down its judgment in Punter Southall Governance Services Ltd...
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Produced in partnership with Victoria Brown of Outer Temple Chambers 1st Jul
Practice notes
The principles governing the construction of pension trust deeds and rulesSTOP PRESS: Soft drinks maker Britvic plc can apply any percentage rate of...
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Produced in partnership with Jennifer Seaman and Elizabeth Grace of Outer Temple Chambers 1st Jul
Q&As
Does a claim by a pension fund have to be issued in the names of the individual trustees in their capacity as trustees of the pension fund?A pension...
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5th Jun
Practice notes
Pension disputes—avenues available to scheme membersTHIS PRACTICE NOTE APPLIES IN RELATION TO OCCUPATIONAL AND PERSONAL PENSION SCHEMESDisputes in...
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Produced in partnership with Wyn Derbyshire of gunnercooke LLP 5th Jun
Practice notes
Compromise of pension scheme disputesThis Practice Note primarily relates to the compromise of disputes relating to occupational pension schemes in...
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Produced in partnership with Wyn Derbyshire of gunnercooke LLP 5th Jun
Practice notes
Pension disputes—beginners’ guideThis guide is primarily aimed at trainees, newly qualified lawyers and other persons who are new to or unfamiliar...
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Produced in partnership with Wyn Derbyshire of gunnercooke LLP 5th Jun
Practice notes
Internal dispute resolution procedure—what is involved?THIS PRACTICE NOTE APPLIES IN RELATION TO OCCUPATIONAL PENSION SCHEMESThe legal framework for...
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5th Jun
Practice notes
Rectification—the key cases for pension lawyersThis practice note considers the key cases in the rectification of pension scheme documents. While some...
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Produced in partnership with David Gallagher of Fieldfisher 5th Jun
Practice notes
Estoppel and pensionsDevelopment of the doctrine of estoppelEstoppel is the general term frequently given to the equitable doctrine which (broadly...
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Produced in partnership with Wyn Derbyshire of gunnercooke LLP 5th Jun
Practice notes
Costs and pensions litigationPension scheme disputes—jurisdictions for resolutionThere are three jurisdictions in which disputes relating to pension...
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Produced in partnership with Oliver Hilton of Radcliffe Chambers 5th Jun
Practice notes
Privilege in pensionsWhen is privilege relevant?Privilege is the fundamental human right, long established by common law, to withhold/resist/object to...
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Produced in partnership with Oliver Hilton of Radcliffe Chambers 5th Jun
Practice notes
Amending mistakes and rectification in pensionsThe need for rectificationMistakes all too often arise when drafting pension scheme documentation,...
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Produced in partnership with Oliver Hilton of Radcliffe Chambers 5th Jun
Practice notes
Seeking guidance from the court—CPR Part 8 for pension lawyersWhat is CPR Part 8?A claimant may use the CPR Part 8 procedure to seek ‘the court’s...
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Produced in partnership with Gus Baker of Outer Temple Chambers 5th Jun
Practice notes
Pension trustee claims against advisers (professional negligence)THIS PRACTICE NOTE APPLIES TO ALL PENSION SCHEMESRunning a pension scheme can be a...
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Produced in partnership with Oliver Hilton of Radcliffe Chambers 5th Jun
Practice notes
Representation of beneficiaries in pensions litigationPensions litigation is often complex and costly, involving numerous parties, raising many and...
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Produced in partnership with Oliver Hilton of Radcliffe Chambers 5th Jun
Practice notes
Unwinding pension trustee decisions due to mistake—Hastings-Bass and Pitt v HoltThis Practice Note looks at the evolution of case law determining the...
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Produced in partnership with David Gallagher of Fieldfisher 5th Jun
Practice notes
Estoppel—the key cases for pension lawyersThe doctrine of estoppel has been described as ‘one of the most flexible and useful in the armoury of the...
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Produced in partnership with David Gallagher of Fieldfisher 5th Jun
Practice notes
Beddoe applicationsWhen trustees are engaged in trust litigation, issues often arise as to how their litigation costs are to be funded. A Beddoe...
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Produced in partnership with Kate Davenport QC of Outer Temple Chambers and Adele Isaacs of Bankside Chambers 5th Jun

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