The “New Norm”: a George Jetson view of Trustee meetings

  • Recent Articles

    • We’re all in this together….

      Whilst that isn’t the exact phrasing used by The Pensions Regulator in its latest guidance to trustees and employers on Covid-19, published on 27 March, that was definitely my key take away. In these unprecedented times, many employers are facing disruption in areas such as site closures, remote working, supply restrictions... Read More

      Sarah Ballantyne
      Sarah Ballantyne
      3 April, 2020
    • Coronavirus – what should trustees be thinking about?

      There has been a lot written in the press and commentary from our advisers about the falls in equity markets around the world and the impact this will have had on the funding positions of our schemes. Similarly, we have seen the impact of the current coronavirus pandemic on employers,... Read More

      Judith Fish
      Judith Fish
      26 March, 2020
    • 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
  • Get in touch with us

    Call us on 028 9041 2018 or fill out the form below and someone will get back to you.