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7 Days Archive

A weekly digest of developments in pensions, normally published on Monday afternoons. We collate the information from key industry sources, such as the DWP, HMRC and TPR.

7 Days Archive

8th January 2024

  • Former trustee given suspended jail sentence for making employer-related loans
  • Anthony Arter appointed as new interim Chair of TPO

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2nd January 2024

  • HMRC comments on tax treatment of PCLS in LTA guidance newsletter
  • Pensions dashboards developments
  • TPO publishes competent court factsheet
  • TPO publishes its Corporate Plan 2023-26
  • Pension Advisory Group publishes second pensions on divorce guide
  • High Court considers effect of invalidly executed deed

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18th December 2023

  • PPF publishes levy rules for 2024/25
  • Regulations made to bring parts of the Retained EU Law Act into force
  • TPO publishes annual report and accounts
  • PASA updates its jargon buster guide
  • FCA writes to investment platforms and SIPP operators about interest earned on customers’ cash balances
  • Voluntary code of conduct for ESG ratings and data products providers
  • Court of Appeal considers tax status of payment made to employees as part of pension change package

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11th December 2023

  • FCA and HMT launch consultation on the advice guidance boundary
  • PASA issues “connection ready” dashboards guidance
  • TPR requests voluntary reporting of significant cyber incidents in updated guidance
  • TPR sets out its expectations and approach during corporate transactions
  • PPI publishes research report on the role of CDC in decumulation
  • PPF publishes Purple Book 2023
  • Tax tribunal comments on use of AI in litigation

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4th December 2023

  • Finance Bill 2023-24 published
  • TPR publishes blog on alternative DB funding arrangements
  • TPR gives expected timing for new DB funding regime
  • FCA sets out rules on Sustainability Disclosure Requirements
  • PLSA’s survey on net zero commitments
  • PDP provides update on dashboard standards
  • Revaluation Order 2023 published

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