Diary of an Independent Trustee

The Hidden Service Provider

Only trustees of large pension schemes tend to have dedicated resources at their disposal – perhaps they even have a pensions manager and their own staff at their disposal. For most pension scheme trustees however the norm is outsourced secretar…
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Pension Rights for all?

A recent case in an Employment Tribunal has now raised the prospect of an increase in pension scheme liabilities in respect of pension rights for civil partners. The case was brought by Liberty on behalf of John Walker a member of the Innospec Pen…
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A Tale of Two War Leaders

Former Prime Minister David Lloyd George, who led the war-time coalition Government during the First World War, is reputed to have said “This war, like the next war, is the war to end war”. This came to mind a couple of weeks ago when the State…
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When is a rule not a rule?

A recent decision in the High Court of Northern Ireland has highlighted once more that Pension scheme rules can quickly be overtaken by the ever changing legislative landscape and that just because the scheme rules say one thing doesn’t always mean…
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Dalriada Review of the Year

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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