Funding and investment

Funding and investment guidance:

Produced in partnership with John Hamilton of Blake Morgan THIS PRECEDENT APPLIES TO SCHEMES UNTIL 5 APRIL 2016. FOR FURTHER INFORMATION, SEE PRACTICE NOTE: Payment of...

Precedents

FORTHCOMING DEVELOPMENT 1: The March 2018 White Paper ‘Protecting Defined Benefit Pension Schemes—A Stronger Pensions Regulator’ identified concerns about a lack of...

Practice Note

Produced in partnership with Martin Scott of Gunnercooke LLP THE [insert name of pension scheme] PENSION SCHEME This statement of investment principles is effective from...

Precedents

Produced in partnership with Martin Scott of Gunnercooke LLP THE [insert name of pension scheme] PENSION SCHEME This statement of investment principles is effective from...

Precedents

FORTHCOMING DEVELOPMENT: Following the publication of the White Paper ‘Protecting defined benefit pension schemes’ in March 2018, the Pensions Regulator (TPR) worked on...

Practice Note

This Practice Note looks at the Financial Services Compensation Scheme (FSCS) in the context of pensions. For further information and detail on the FSCS in general, see...

Practice Note

Use of terms ‘connected’ and ‘associate’ in pensions Although originally defined for use under the insolvency/bankruptcy framework as set out under the...

Practice Note

FORTHCOMING DEVELOPMENT 1: The March 2018 White Paper ‘Protecting Defined Benefit Pension Schemes—A Stronger Pensions Regulator’ identified concerns about a lack of...

Practice Note

THIS PRACTICE NOTE APPLIES TO OCCUPATIONAL PENSION SCHEMES Main types of pension scheme investment The main asset classes in which occupational pension schemes invest...

Practice Note