Your Quarterly Pensions Update Q4 2019/20

31st January, 2020

  • Your Quarterly Pensions Update Q4 - Front coverWelcome 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 deal’ Brexit was avoided and markets reacted positively. But now, as the UK witnesses the dawn of a new age outside the EU, trustees should continue to monitor their investment strategy throughout 2020.

    Our articles on the Pensions Ombudsman and The Pensions Regulator highlight the fact that higher standards of governance, administration and good quality data will remain high on trustees’ agendas this year.  

    Looking to the future, we summarise the main points of the Pension Schemes Bill (CDC schemes, new TPR powers and the Dashboard). Trustees should also be aware of changes required to their Statement of Investment Principles later this year, affecting both content and disclosure.

    Our report also features news of the latest HMRC bulletins, the PPF levy for 2020/2021, mortality trends and the issue of ‘greenwashing’ in relation to ESG.

    Please contact your usual consultant if you require more information on any of the topics featured in this report.

    Click on image above or this link to download.

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    • Published bySusan McFarlane

      Susan leads the marketing function for Dalriada Trustees Limited, and our sister company, Spence & Partners.  The marketing team handles all promotional activity for the companies including business development, marketing, events and PR. Susan joined the business in January 2013, having...

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