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...
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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...
7 Days is a weekly round up of developments in pensions, normally published on Monday afternoons. We collate this information from key industry sources, such as the DWP, HMRC and TPR. In this 7 Days LTA-Day preparation continues with new...
7 Days is a weekly round up of developments in pensions, normally published on Monday afternoons. We collate this information from key industry sources, such as the DWP, HMRC and TPR. In this 7 Days TPR consults on DB funding statement of...
Introduction The Chancellor, Jeremy Hunt, delivered his Spring Budget 2024 today. Following last year’s announcements of major pensions tax changes, the pensions news this year centres on long-term growth and the further evolution of the...
Introduction TPR today published a consultation on the statement of strategy (the “Statement”) that DB trustees will need to submit as part of planning and managing their scheme’s funding. It forms part of a wider package of...
7 Days is a weekly round up of developments in pensions, normally published on Monday afternoons. We collate this information from key industry sources, such as the DWP, HMRC and TPR. In this 7 Days Further pension fund reforms announced...
The Finance Act 2024 paves the way for the LTA’s demise from 6 April 2024. But this brings with it a number of complications, the key one being where to draw the dividing line between tax-free lump sums and taxed lump sums. This Hot...
Background On 8 December 2023, the FCA and HMT published a policy paper on the advice guidance boundary, with initial proposals to change the way financial advice and support are delivered to consumers. It aims to help develop a regulatory...
Introduction On 23 February 2024, the DWP published a consultation seeking views on proposals to make it easier to make payments from DB scheme surplus to sponsors and scheme members and a model for a public sector DB consolidator run by...