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Pensions dashboards – DWP publishes connection guidance

Introduction The DWP published its Pensions dashboards: guidance on connection on 25 March 2024 (“the Guidance”). The Guidance sets out a staged timetable for o...

Master trust agenda – Q1 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...

LTA-Day – it’s the final countdown

Introduction 6 April 2024 (“LTA-Day”) will mark the end of the LTA and the introduction of new allowances, the “lump sum allowance” (“LSA”) and the “lump sum an...

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 months.

Hello surplus my old friend? We’ve come to talk about you again…

Nearly a year after speaking at the LawDeb debate on the topic of whether DB surpluses should be returned to employers, the issue of surplus is attracting more...

Spring Budget 2024 and beyond

Introduction The Chancellor, Jeremy Hunt, delivered his Spring Budget 2024 today. Following last year’s announcements of major pensions tax changes, the pension...

DB funding – TPR consults on statement of strategy

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 mana...

Last one out turns off the light – The responsibility of being the last trustee

Were you ever the last person to leave a shared rental house? One of those big houses, which has seen occupants come and go, enjoyed good, bad and some definite...

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