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Simpler annual statements – response to consultation and final regulations

Introduction On 19 October 2021, the DWP published its response to the consultation on proposed...

Why the rules are just the beginning…

The benefit specification from start to finish When securing benefits through a bulk annuity po...

Gender recognition by pension schemes: the legal position

For many occupational pension schemes there is an interplay between the scheme’s benefit struct...

Considering marital status tracing? – Think data protection

As defined benefit schemes mature, de-risk and edge ever closer to buy-out and wind up, compani...

PASA issues anti-franking guidance

Introduction Following requests from the industry to expand upon the section included in its me...

Key changes in force from 1 October

Introduction Several key changes are coming into effect from 1 October 2021 under the Pension S...

: Buy-ins and buy-outs – getting risk transfer right

Sackers’ risk transfer experts reflect on some of the knottier aspects of buy-in and buy-out tr...

Increasing the normal minimum pension age for Pensions Tax

Background In July, HMRC published a consultation on draft clauses for the Finance Bill 2021-22...

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