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Consultation on changes to climate and investment reporting

Introduction On 21 October 2021, the DWP issued a consultation seeking views on proposals to require trustees of larger occupational pension schemes, authorised...

TPR’s single code: a marathon, not a sprint (but you need to start training)

The Pensions Regulator (TPR) consulted earlier this year on its proposed new single code of practice (the Code). The Code is to combine 10 of TPR’s existing 15...

DC briefing – October 2021

The DC briefing (PDF) highlights topical news on DC pensions from a legal viewpoint. In this briefing: VfM changes on the horizon Simpler annual statements Furt...

Simpler annual statements – response to consultation and final regulations

Introduction On 19 October 2021, the DWP published its response to the consultation on proposed regulations and statutory guidance to introduce simpler annual s...

Why the rules are just the beginning…

The benefit specification from start to finish When securing benefits through a bulk annuity policy with an insurer, it’s important to ensure the benefits are c...

Gender recognition by pension schemes: the legal position

For many occupational pension schemes there is an interplay between the scheme’s benefit structure and gender that continues to necessitate the inclusion of a m...

Considering marital status tracing? – Think data protection

As defined benefit schemes mature, de-risk and edge ever closer to buy-out and wind up, companies and trustees are increasingly focusing on different types of r...

PASA issues anti-franking guidance

Introduction Following requests from the industry to expand upon the section included in its methodology guidance, on 29 September 2021 PASA issued supplemental...

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