Decisions to be made; meetings to attend; advisors to review; returns to be completed; a year in the life of a Trustee is never dull but always challenging.
2012 has been no different and if anything the pace has somewhat increased.
Highlights …
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£2-3 billion is purportedly the money DB members could be losing in poor cash commutation terms according to industry commentators.
There are many question that members can consider when deciding whether to forego pension for cash. It is possibl…
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We’re delighted to have experienced pensions specialist, Michael Jones, provide his take on some of the issues Trustees are facing in the current climate.
It is probably fair to say that trusteeship has never been harder. The ever-increasing …
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October PASA published their framework for the award of pension administration accreditation, effectively a “kite” mark.
Framework for the award of pension administration accreditation
The framework covers a wide range of issues such as ser…
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We're delighted to have experienced Trustee and MND, John Heatly, provide his take on some of the issues Trustees can face when working with Pension Administrators as well as providing some advice on how to work in harmony.
"Why hasn't it been d…
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Recently, I happened to be relaxing before bedtime watching News at Ten, only to be shaken into complete disbelief as a public sector employee stated that “we’re being robbed of our pensions and it’s the bankers’ fault”.
Obviously blissf…
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Just a few months into the New Year and we are already making history! Dalriada managed the first ever transfer of a contracted out scheme to the Financial Assistance Scheme.
It’s May now and tPR urges trustees to seek professional help to unde…
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Tom Nimmo looks at the changing landscape of data management and urges trutees to recognise where there is still room for improvement.
It is now over twelve months since the Pensions Regulator (tPR) published its Guidance on Record Keeping. The …
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When a member leaves a trust based pension scheme within 3 months of joining, the Scheme may require the member to receive a refund of their own contributions (net of tax and contracting out deductions). Should the member leave between 3 months and…
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