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LTA-Day – new regulations arrive to fix issues in tax legislation

Introduction Just before the LTA’s removal on 6 April 2024 (“LTA-Day”), HMRC issued Newsletter 158 warning that certain members may wish to delay transferring o...

The Value for Money Framework: consultation

Background On 8 August 2024, the FCA published a consultation on detailed rules and guidance for a new value for money (“VFM”) framework. In this response Gener...

Caught in a trap

After so many years of deficits, surpluses have become a reality again. On the face of it, this would seem to be a good thing, but the legal reality is more com...

WEBINAR : The new DB funding regime – evolution not revolution

After years of consultations and speculation, TPR hailed the new DB funding requirements as a “key milestone in delivering the significant package of work to im...

What AI thinks of your member comms… and why you should care

Member communications are often painstakingly crafted with input from different advisers to make sure they are accurate, legally compliant and send the right me...

DC briefing – October 2024

In this briefing we look at: Key news items The latest on VFM and the Government’s pensions review What’s next in the DC pipeline

Key things to know about the Government’s “landmark” pensions review

The first phase of the Government’s “landmark” pensions review is underway. The review forms part of the Government’s mission to “boost growth and make every pa...

Pensions Investment Review: Call for Evidence

Background On 4 September 2024, the Government published a call for evidence as part the first phase of its pensions investment review. This first phase aims to...

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