Scheme governance

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Practice notes
Interaction with the additional State pensionBefore 6 April 2016, there were two levels of State pension provision:•the basic State pension—this was a...
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9th Nov
Practice notes
The power to make pension attachment orders (previously referred to as earmarking orders) arises from the insertion of sections 25B–25D of the...
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Produced in partnership with Rebecca Dziobon of Penningtons Manches Cooper 12th Jan
Practice notes
The Electricity Supply Pension Scheme (‘ESPS’) is a trust-based scheme established by the Electricity Council by a resolution dated 20 January 1983 as...
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Produced in partnership with Gary Delderfield of Eversheds Sutherland 12th Jan
Practice notes
This guide is primarily aimed at trainees, newly qualified lawyers and other persons who are new to or unfamiliar with pensions law.THIS PRACTICE NOTE...
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Produced in partnership with Wyn Derbyshire of gunnercooke LLP 12th Jan
Practice notes
This Practice Note provides an introduction to retained EU law, which is an entirely new legal concept introduced to UK domestic law in preparation...
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9th Nov
Practice notes
Bridging pensions—backgroundBridging pensions are a form of pension provided by some (but not all) defined benefit occupational pension schemes in...
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Produced in partnership with Wyn Derbyshire of gunnercooke LLP 12th Jan
Practice notes
When trustees are engaged in trust litigation, issues often arise as to how their litigation costs are to be funded. A Beddoe application is the best...
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Produced in partnership with Kate Davenport QC of Outer Temple Chambers and Adele Isaacs of Bankside Chambers 12th Jan
Practice notes
THIS PRACTICE NOTE APPLIES IN RELATION TO OCCUPATIONAL PENSION SCHEMESThis Practice Note applies to business sales which are subject to the Transfer...
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Produced in partnership with Ginevra Gatrell of gunnercooke LLP 12th Jan
Precedents
Option 1—deed executed by a company under its common seal (model articles, where the authorised signatory is an...
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9th Nov
Practice notes
THIS PRACTICE NOTE APPLIES IN RELATION TO DEFINED BENEFIT OCCUPATIONAL PENSION SCHEMESThis Practice Note looks at the alternative methods available to...
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9th Nov
Practice notes
THIS PRACTICE NOTE APPLIES TO PERSONAL PENSION SCHEMES This Practice Note looks at the disclosure requirements that were applicable to trustees (or...
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9th Nov
Practice notes
Pension loss will generally only arise in cases where an individual has lost their job and the pension provision that went with that job. An...
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Produced in partnership with Keith Bryant QC of Outer Temple Chambers. 12th Jan
Precedents
Date: [insert date](1)[Name of Former Principal Employer](2)[Names of Trustees](3)[Name of the New Principal Employer]Deed of Substitution of...
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Produced in partnership with Blake Morgan LLP 12th Jan
Precedents
Month means a calendar month; Close This is a suggested definition for the term 'month', which...
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9th Nov
Practice notes
The conceptIt used to be the case that contracted-out salary-related (COSR) schemes could revalue a deferred member's guaranteed minimum pension (GMP)...
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Produced in partnership with Peter White 12th Jan
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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Produced in partnership with Wyn Derbyshire of gunnercooke LLP 12th Jan

Most recent Scheme governance content

Practice notes
This Practice Note sets out some practical considerations for both trustees (and sponsoring employers) in operating a defined benefit (DB) pension...
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Produced in partnership with Tyron Potts of Barnett Waddingham LLP 16th Jan
Practice notes
CORONAVIRUS (COVID-19) UPDATE: The Pensions Regulator has granted certain temporary easements to help schemes and employers throughout the coronavirus...
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16th Jan
Practice notes
FORTHCOMING DEVELOPMENT: On 11 February 2019 the DWP published its response to the consultation ‘Protecting Defined Benefit Pension Schemes—A...
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14th Jan
Practice notes
IP COMPLETION DAY: 11pm (GMT) on 31 December 2020 marks the end of the Brexit transition/implementation period entered into following the UK’s...
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13th Jan
Practice notes
This Practice Note discusses the two ‘failure to prevent’ corporate criminal offences created by the Criminal Finances Act 2017 (CFA 2017):•CFA 2017,...
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Produced in partnership with Rhys Meggy of QEB Hollis Whiteman 11th Jan
Precedents
...
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Produced in partnership with Blake Morgan LLP 8th Jan
Precedents
THIS PRECEDENT APPLIES TO SCHEMES UNTIL 5 APRIL 2016. FOR FURTHER INFORMATION, SEE PRACTICE NOTE: Payment of surplus to the employer—ongoing pension...
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Produced in partnership with Blake Morgan LLP 8th Jan
Practice notes
Use of terms ‘connected’ and ‘associate’ in pensionsAlthough originally defined for use under the insolvency/bankruptcy framework as set out under the...
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Produced in partnership with Wyn Derbyshire of gunnercooke LLP 8th Jan
Precedents
IP COMPLETION DAY: 11pm (GMT) on 31 December 2020 marks the end of the Brexit transition/implementation period entered into following the UK’s...
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Produced in partnership with Christopher Stiles of Gowling WLG 8th Jan
Practice notes
CORONAVIRUS (COVID-19) UPDATE: As a result of the coronavirus pandemic, the Pensions Regulator expects trustees to have appropriate monitoring and...
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Produced in partnership with Wyn Derbyshire of gunnercooke LLP 8th Jan
Precedents
This Deed is made the [insert day] day of [insert month] 20[insert year]Parties1[Insert full company name] registered in England and Wales with...
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Produced in partnership with Blake Morgan LLP 8th Jan
Precedents
1Conflicts of interest[No conflict of interest was reported prior to, or at the commencement of the meeting OR [Insert name] declared a conflict of...
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Produced in partnership with Blake Morgan LLP 8th Jan
Precedents
...
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Produced in partnership with Blake Morgan LLP 8th Jan
Precedents
The trustees of the Scheme (the Trustees) have resolved [with the consent of [insert name of person]], in accordance with [insert clause/rule in...
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Produced in partnership with Blake Morgan LLP 8th Jan
Q&As
For an understanding of what was intended by the government in relation to the proposed exemptions, as set out in its response to the consultation...
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Produced in partnership with Emily Campbell of Wilberforce Chambers 8th Jan
Precedents
THIS PRECEDENT APPLIES TO SCHEMES UNTIL 5 APRIL 2016. FOR FURTHER INFORMATION, SEE PRACTICE NOTE: Payment of surplus to the employer—ongoing pension...
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Produced in partnership with Blake Morgan LLP 8th Jan
Precedents
In accordance with s 241 of the Pensions Act 2004, the trustees of the Scheme (the Trustees) have resolved to adopt the member-nominated trustee...
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Produced in partnership with Blake Morgan LLP 8th Jan
Q&As
This Q&A relates to an occupational pension scheme.The main legislative requirements on the preparation and audit of the financial statements...
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7th Dec
Q&As
Delivery does not mean physical delivery. Rather, a deed is delivered when a party makes clear its intention to be bound, regardless of whether that...
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7th Dec

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