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Taking stock on the General Code

Following publication of the final version of TPR’s new general code of practice (the “Code”) in January 2024, the Code came into force on 28 March 2024. Signif...

LTA-Day – certain members may wish to consider delaying transfers or taking benefits

Introduction Ahead of the LTA’s removal on 6 April 2024 (“LTA-Day”), HMRC’s latest newsletter was published on 4 April 2024 (“Newsletter 158”). Crucially, HMRC...

April 2024 – what’s changing?

Introduction Several changes are coming into effect on and around 6 April 2024 and beyond. Where necessary, trustees and employers should seek advice on what th...

Pensions dashboards – DWP publishes connection guidance

Introduction The DWP published its Pensions dashboards: guidance on connection on 25 March 2024 (“the Guidance”). The Guidance sets out a staged timetable for o...

Master trust agenda – Q1 2024

This quarterly bulletin sets out current and future developments affecting master trusts, so you can check what should be on your agenda. Download it here: Mast...

LTA-Day – it’s the final countdown

Introduction 6 April 2024 (“LTA-Day”) will mark the end of the LTA and the introduction of new allowances, the “lump sum allowance” (“LSA”) and the “lump sum an...

DC briefing – March 2024

In this briefing, we reflect on the budding Mansion House reforms and highlight some key agenda items and matters to keep an eye on over the coming months.

Hello surplus my old friend? We’ve come to talk about you again…

Nearly a year after speaking at the LawDeb debate on the topic of whether DB surpluses should be returned to employers, the issue of surplus is attracting more...

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