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Managing projects remotely – our top three lockdown lessons

As we approach a year of working almost exclusively from home, it feels like a good time to reflect on how we’ve adapted to managing projects for clients in a r...

When is a transfer not a transfer?

When it wasn’t equalised – doh!  OK, yes it was still a transfer, but the latest ruling by Mr Justice Morgan in the Lloyds Bank GMP equalisation saga is bound t...

Brexit and pensions – an update

Following months of negotiations, on 24 December 2020, the UK and the European Union (the “EU”) reached an agreement on a new partnership. The EU-UK Trade and C...

DC Hot topic: Solutions for small pots

The Government is “determined” to address the growth in the number of deferred small pots (of less than £1,000) and the impact this has on the consumer. In Dece...

Decisions, decisions

Discretionary decision-making can feel tricky at the best of times for trustees seeking to ‘do the right thing’. With the increase in virtual meetings, systems...

Disclosure and the ESG spotlight – will you be blinded by it?

For a trustee of a pension scheme, good communication with your members is increasingly important to get right.  You need to consider how to communicate – the m...

The drive to DC consolidation

Pressure on small schemes to consolidate In a recent consultation response, “Improving outcomes for members of DC pension schemes”, the Government views acceler...

Short window of opportunity to submit CMA compliance statements

The window for pension scheme trustees to file their compliance reports on last year’s new fiduciary and investment manager competition obligations is now open....

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