Tag: Disclosure

Find out what’s happening at Sackers. Our News section provides information about recent work, press comment and media coverage, and what our people are doing.

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Reminder! Changes to Investment disclosure and governance

Introduction Trustees of occupational pension schemes should be preparing for a second raft of changes to their statements of investment principles (“SIPs”) and the introduction of implementation statements. They must also ensure that...

Simpler annual benefit statements – Sackers’ response to consultation

Background The DWP is consulting on options for the policy approach to the content and presentation of information provided to members through their annual workplace pension benefit statements, including the presentation of information on...

Further changes to SIPs and investment disclosure

Introduction The Shareholders Rights Directive (“SRDII”) had to be transposed into UK law by 10 June 2019. On 6 June 2019, the Government published the Occupational Pension Schemes (Investment and Disclosure) (Amendment) Regulations...

DC hot topic: Member Communications – keep it legal!

Giving your lawyers a seat at the table when a communications strategy is being devised can save both time and costs. Not only can lawyers often spot potential pitfalls before they arise, but they have lots of valuable experience that...

Consultation outcome – Improving disclosure of costs, charges and investments

Introduction On 26 February 2018, the DWP published the response to its consultation on the disclosure of costs, charges and investments in DC occupational schemes, together with a link to the final regulations. Click here for a PDF of...