Insights

Pension news and opinions from our professional trustees

  • Recent Articles

    • PPF Levy 2020/2021– issues, deadlines and consultation

      The PPF has published its final levy rules for 2020/21 and expects levy invoices to be around 8% higher than the previous levy year. Any increase for an individual scheme will, of course, depend on specific risk characteristics. Sponsors and trustees should consider PPF levies before the deadline dates shown... Read More

      John Wilson
      John Wilson
      4 February, 2020
    • Your Quarterly Pensions Update Q4 2019/20

      Welcome to our latest Quarterly Report. The final three months of 2019 proved to be extraordinarily busy for the pensions industry. We have summarised the main issues and development in this report, together with any action trustees may need to take. 2019 ended with a sense of relief that a ‘no... Read More

      Susan McFarlane
      Susan McFarlane
      31 January, 2020
    • Brexit and pensions: predictably unpredictable

      It was back in March 2017 that the UK government triggered Article 50 to begin the  country’s withdrawal from the EU. The withdrawal was originally scheduled in law to occur on 29 March 2019. We are all well aware of the key events that have unfolded since the original withdrawal date. Acrimony, the polarisation... Read More

      John Wilson
      John Wilson
      28 January, 2020
    • Pension Schemes Bill

      Here is your ‘bill’, sir A few days after its publication, but before its second reading in the House of Lords on 28 January, the impact assessments for the Pension Schemes Bill 2019-2020 have been published. Whilst quite lengthy, the assessments are worth a read because, in addition to providing assumptions... Read More

      John Wilson
      John Wilson
      24 January, 2020
    • Indexation: importance of scheme-specific provisions

      A recent Pensions Ombudsman determination (Mr S, PO-21607) provides a timely reminder that, when considering the measure of price inflation to use for increasing pensions, the exact wording of the scheme rules and the process followed prior to any change are, for the time being, paramount. The scheme rules in this... Read More

      Judith Fish
      Judith Fish
      23 January, 2020
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