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Government announces small pots proposals

The Government has unveiled proposals aimed at making it easier for individuals to keep track of and consolidate their pension savings. In this hot topic, we lo...

Dashboards are here! Are you ready?

The first cohort of schemes are due to connect to the dashboards ecosystem by 30 April 2025. Other schemes will then have to follow soon after, in line with a s...

TPR publishes annual funding statement 2025

TPR’s latest annual funding statement, along with the accompanying analysis, was published on 29 April 2025. With the majority of schemes now in surplus, TPR expects most schemes to shift their focus from deficit recovery to endgame planning.

Dashboards – don’t forget about your AVCs!

With the first cohort of pension schemes and providers due to connect to the dashboards ecosystem in less than a week, dashboard preparations are in full flow.*...

Corporate trustees – new requirements for identity verification

The Economic Crime and Corporate Transparency Act 2023 introduces reforms to the corporate registration framework in the UK. This includes new requirements for...

April 2025 and beyond

In this Alert we look at the upcoming changes for pension schemes, including a new Pension Schemes Bill, dashboard deadlines, IHT implications, possible PPF levy reforms, and the FCA’s proposals for enhanced “targeted support”.

Master trust agenda – Q1 2025

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

DB surplus options – something for everyone?

On 28 January 2025, HM Treasury announced plans to lift restrictions on how well-funded, occupational DB schemes that are “performing well” will be able to invest their surplus funds…

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