Pension disputes bulletin – March 2020

Welcome to the latest edition of our quarterly pensions disputes bulletin. In these bulletins we report on key cases, Ombudsman determinations and regulatory activity and identify emerging risks for pension schemes, sponsors, administrators and other service providers. In this edition we cover: key regulatory developments in relation to the Pension Schemes Bill and the Pensions Regulator’s … Read more

HMRC publishes guidance on tax consequences of GMP equalisation

HMRC has today issued its long-awaited guidance on some of the tax issues associated with implementing GMP equalisation. The guidance is limited in scope as it only relates to benefit adjustments where the reason for the adjustment is solely GMP equalisation. In addition, it only relates to equalisation methods where a dual record keeping (or … Read more

What’s on the horizon for pensions litigation in 2020?

2019 was a busy year for pension litigators, with key judgments being handed down in a number of significant cases, including Safeway v Newton (validity of retrospective equalisation of normal pension age), Granada UK Rental & Retail Ltd v The Pensions Regulator (validity of financial support direction) and BIC v Burgess (validity of amendment of … Read more

Pensions Planner – December 2019

The latest edition of our Pensions Planner is now available to help you plan for 2020 and beyond. Click on the image below to download your copy. The Planner and our handy timeline will help you keep track of the latest developments in pensions law and practice and identify the key pensions issues that your … Read more

Pension disputes bulletin – October 2019

Welcome to the first edition of our new quarterly pension disputes bulletin. In these bulletins we will report on key cases, Ombudsman determinations and regulatory activity and identify emerging risks for pension schemes, sponsors, administrators and other service providers. In this edition we cover: key developments in relation to pension transfers and GMP equalisation recent … Read more

PASA issues guidance on how to implement GMP equalisation

PASA has today issued guidance, drafted by the Equalisation Working Group, which outlines methods that schemes could use to implement GMP equalisation. The guidance also addresses some of the tricky issues that are likely to arise on most GMP equalisation projects including what to do about: past transfers in “no further liability” cases (i.e. where … Read more