Trustees, governance and administration

Trustees, governance and administration guidance:

FORTHCOMING DEVELOPMENT 1: The Pension Schemes Bill 2020 published on 8 January 2020 contains provisions amending the definition of ‘administration charge’ to cover any...

Practice Note

The role of secretary to pension trustees has changed dramatically in recent years and is important to the smooth running of a scheme. This Practice Note explains the...

Practice Note

ARCHIVED: This archived Practice Note provides information on the data protection regime before 25 May 2018 and reflects the position under the Data Protection Act 1998...

Practice Note

The table in this Practice Note identifies and briefly summarises the principal exemptions available under the Data Protection Act 1998 (DPA 1998). This Practice Note...

Practice Note

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

Practice Note

In the course of running an occupational pension scheme, scheme trustees may choose to appoint an investment consultant and/or a fiduciary manager. Unlike ‘fund...

Practice Note

THIS PRACTICE NOTE APPLIES TO OCCUPATIONAL PENSION SCHEMES Running a pension scheme can, at times, be a demanding and complex task for trustees. There is much legislation...

Practice Note

THIS PRACTICE NOTE APPLIES TO REGISTERED OCCUPATIONAL PENSION SCHEMES In view of the complexity of modern-day pensions law and administration, it is unsurprising that...

Practice Note

Occupational pension schemes are generally constituted by a trust, and as such are governed by a board of trustees, whether individual trustees or a corporate trustee (in...

Practice Note

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

Practice Note

CORONAVIRUS (COVID-19) UPDATE: Coronavirus has weakened the covenant of some sponsoring employers, particularly those in the hospitality and travel industries. The...

Practice Note

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

Practice Note

THIS PRACTICE NOTE APPLIES TO TRUST-BASED DEFINED BENEFIT OCCUPATIONAL PENSION SCHEMES What is the balance of powers? In the context of a trust-based occupational pension...

Practice Note

With effect from 6 April 2016, active member discounts (AMDs) have been banned from 'qualifying schemes'. The provisions implementing this ban can be found: • for DC...

Practice Note

There have been concerns that member-borne commissions and consultancy charging: • have led to some members bearing charges without realising it or without accessing...

Practice Note

Since 31 March 2017, a cap applies to early exit charges in personal pension schemes and stakeholder pension schemes. This cap extended to occupational pension schemes...

Practice Note

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

Practice Note

Produced in partnership with Blake Morgan LLP This Deed is made the [insert day] day of [insert month] 20[insert year] Parties 1 [Insert full company name] registered in...

Precedents

Produced in partnership with Blake Morgan LLP 1 Background 1.1 This policy applies to the trustees (“the Trustees”) of the [insert name of pension scheme] (“the Scheme”)....

Precedents

ARCHIVED: This archived Practice Note provides information on the data protection regime before 25 May 2018 and reflects the position under the Data Protection Act 1998...

Practice Note

THIS PRACTICE NOTE APPLIES TO TRUST-BASED OCCUPATIONAL PENSION SCHEMES Occupational pension schemes can have a number of different trustee structures, the most common of...

Practice Note

Brexit: On 31 January 2020, the UK ceased to be an EU Member State and entered an implementation period, during which it continues to be subject to EU law. During this...

Practice Note

ARCHIVED: This archived Practice Note provides information on the data protection regime before 25 May 2018 and reflects the position under the Data Protection Act 1998...

Practice Note

STOP PRESS: On 16 July 2020 the Court of Justice ruled in Facebook Ireland and Schrems, Case C-311/18 that the Privacy Shield was invalid. It also made further rulings...

Precedents

FORTHCOMING DEVELOPMENT: The Pensions Regulator (TPR) announced that it intends to review its codes of practice over the next year to reflect the Occupational Pension...

Practice Note

THIS PRACTICE NOTE APPLIES IN RELATION TO TRUST-BASED OCCUPATIONAL DEFINED CONTRIBUTION PENSION SCHEMES This Practice Note has been archived. It relates to the Pensions...

Practice Note
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