Find out what’s happening at Sackers. Our News section provides information about recent work, press comment and media coverage, and what our people are doing.
Introduction In this appeal against an HMRC penalty for “failure to notify” a liability to capital gains tax, it was found that the authorities provided to support the appellant’s case were not genuine judgments but instead had...
The Court of Appeal has found that the Pensions Ombudsman (“TPO”) is not a “competent court” for the purposes of recouping overpayments. Where an overpayment is disputed by the member, trustees must apply to the County Court to...
Overview Mr W’s complaint that his transfer request had been unnecessarily delayed as a result of the Trustee requiring him to seek specified guidance from Moneyhelper was not upheld by TPO. Background The Occupational and Personal...
The High Court has approved a trustee’s decision to issue petitions to wind up the sponsoring employers (“the Sponsor”) of its occupational pension scheme (“the Scheme”). Background The Court has a general jurisdiction to give...
TPO did not uphold a complaint by Mr H that no discretionary bonuses had been awarded to his section of the scheme since 2015. Under the terms of his section, any bonuses declared by the Trustee were applied to pay increases to pensions....
The High Court has approved a decision by the trustees of the BST Group Pension Scheme (the “Scheme”) to distribute death benefits in respect of a member to his partner, after objections were raised by the deceased member’s son. In...
TPO has upheld a complaint against the James Hay Partnership (“James Hay”), after holding that an avoidable transfer delay, constituting maladministration, led to the member suffering substantial financial loss. Facts In March 2016, Mr...
Under the GDPR, data may only be transferred to a “third country” (ie outside the EEA) where, broadly, there is a European Commission adequacy decision there are appropriate safeguards in place, such as standard contractual clauses...
