A few weeks post-Lloyds and we’re taking the finer points of the ruling as read - lots to do, or not do, legal advice to take, or not take, transfer values to suspend, or not suspend – a catalogue of unknowns that are raising trustee frustration levels up and down the country. Julie Walker, Associate, considers the problems trustees face after the Lloyds ruling.
We live and work in a rapidly changing world which requires organisations to rethink their sense of purpose. Do you know how your employees are coping? Laura Matthews explores the challenges and how to identify, understand and tackle employees coasting through careers.
Two years on from the government’s announcement that it intended to ban pensions cold-calling in order to end the appropriation of millions of pounds of people’s pension funds by scammers, the regulations introducing the ban have finally been approved by Parliament, and took effect from 9 January 2019.
The big question underpinning most things in 2019 is what is going to happen in relation to Brexit? Malcolm McLean looks ahead at what we can expect to see in Pension in 2019.
2018 has been as eventful as ever in the LGPS. In the countdown to Christmas, Associate Melanie Durrant reflects back on the last 12 months, starting from A to Z.
Tucked away in the 2018 Autumn Budget, you’d be forgiven for missing the relatively unnoticed amendment to probate fees. We’ve covered the most pressing matters for clients on the treatment of pension death benefits.
Conflicts of interest have long been part of the trustee/employer environment. However, the scope and meaning of what type of conflicts could arise has developed and broadened as governance best practice evolved.
If you can just help your workers save that little bit and take away their financial stop signs, you could take them off the “highway to hell” and help them towards that goal of “livin’ easy, livin’ free” and they will be indebted to you. How do you get there?
Defined Benefit (DB) pension plans are entering a new phase in their decades-long journey from valuable employee benefit to legacy financial arrangement. Taking the analogy of a journey further than any firm had dared go before, we led delegates of the FT’s inaugural CFO Dialogues event, in November, on a space-themed tour of this peculiar universe.
“Your statutory rights are unaffected”, “subject to approval”, “terms and conditions apply”; there is plenty of small print in our lives. TAS 100 isn't just small print for actuaries though: it's a key part of a framework of professional standards.