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Pensions tax – transitional tax-free amount certificates

6 April 2024 (“LTA-Day”) marked the end of the LTA and the debut of two new tax-free lump sum allowances: the “lump sum allowance” (...

WEBINAR : Sackers Quarterly Legal Update – 18 July 2024

Claire Carey provides an essential overview of significant developments affecting occupational pension provision in the UK, which includes taking a look at what...

General Code Corner – Internal Dispute Resolution Procedure (IDRP)

An IDRP is part of a scheme’s core governing policies. However, is your scheme’s policy compliant with the statutory and General Code requirements? Most occupat...

Pride in Pensions: What should trustees and providers be doing to support trans and non-binary members?

In a first for a UK census, the 2021 England & Wales census asked the public to record their sexuality and gender identity and over 250,000 people living in...

The General Code – Trustee remuneration policy – putting pen to paper

It’s time for schemes to put pen to paper and document their policy on remuneration. While recent blogs in our General Code Corner have looked at working out wh...

Have you checked the “true colours” behind your rules?

In June, the rainbow flag symbolising LGBTQIA+ pride can be seen blowing in the summer breeze. The rainbow flag represents the diversity of the LGBTQIA+ communi...

Master trust agenda – Q2 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...

The General Code – filling the gaps

In the previous blog  in our General Code Corner, we looked at how trustees can develop a strategy for prioritising and filling in any gaps in their policies an...

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