Coronavirus – what should trustees be thinking about?

  • Recent Articles

    • Pension Liberation can lead to a hefty member tax charge

      Mr. Clark appealed to the Court of Appeal against the Upper Tribunal’s decision that a transfer of assets from his self-invested personal pension (SIPP) to another pension arrangement amounted to a “payment” within the meaning of section 160(2) of the Finance act 2004. Under this legislation, any payment by a... Read More

      Gino Rocco
      Gino Rocco
      24 March, 2020
    • Our response to Covid-19

      We are continuing to evolve our response to Covid-19 as the situation develops. In order to maintain our highest levels of service for all clients, and to ensure minimum risk to the wellbeing of our staff, we have decided that from Tuesday 17 March, our staff will work remotely. All non-essential business... Read More

      Tom Lukic
      Tom Lukic
      17 March, 2020
    • Preparing for Covid-19

      Like many businesses in the UK at the moment, we are developing and taking appropriate measures to ensure the wellbeing of staff and our ability to continue to supply services to our clients.  We provide a range of different services and this update captures how we are responding in key... Read More

      Tom Lukic
      Tom Lukic
      12 March, 2020
    • Clause for concern?

      “Clause 107”  – should trustees (and sponsors/others) be concerned? Clause 107 of the Pension Schemes Bill 2019/2020.  Seems innocuous enough so why is a joint industry forum using headlines about it normally reserved for outraged comments by certain newspapers about, well, anything! Under the new measures, trustees and their advisers could... Read More

      Mike Crowe
      Mike Crowe
      11 March, 2020
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