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Review default fund, monitor member behaviour and update transfer procedures – just some of the recommended actions here.
Opportunities for European and US asset managers, depositaries and custodians.
Four new circumstances in which workers do not need to be automatically enrolled.
The Pensions Ombudsman has upheld a complaint by a retired firefighter that the Government Actuary’s Department (GAD) was guilty of maladministration.
The new tax-free allowance for interest distributions will change the savings landscape, and other developments.
Trustees – consider the impact of transfers on your scheme’s funding position and investment strategy.
30% female non-execs on German boards; lower penalty for failing to consult a works council in France; mandatory retirement no more in Denmark; all the UK changes; and more.
A number of key questions still need to be answered with regard to the development of a secondary market for annuities.
Private healthcare contractors with employees in ‘broadly comparable schemes’ need to be aware of guidance issued by the Department for Health.
From 6 April 2015, the pensions landscape will be altered radically.
The Ombudsman is currently investigating one complaint from a member whose transfer was executed but, in the member’s subsequent view, should have been blocked.
The Ombudsman says that a number of individuals may be considering bringing complaints that their pension transfers were made, but should have been blocked. Much interest appears to be related to transfers to the Capita Oak scheme.
Issues including age discrimination, religion and sexual orientation are in the spotlight.
Sponsors of contracted-out defined-benefit schemes should have this issue on their agenda for Q2 of 2015.
This speedbrief looks at the Ombudsman’s decision and its implications for clients who find themselves involved with pensions liberation schemes.
On 25 November, HMRC issued two Revenue & Customs Briefs. Eversheds has set out the background and a suggested way forward.
Eversheds’ pensions freedoms survey: 81 per cent of employers concerned their staff will make poor financial decisions
Eighty-one per cent of employers are concerned that their staff will make poor financial decisions when they are given new pensions freedoms in April 2015.
The paper, which has been issued by EIOPA on its own initiative, considers how various aspects of the so-called ‘holistic balance sheet’ might work.
George Osborne has revealed the government’s policy proposals on the taxation of ‘unused’ defined-contribution (DC) pension pots on death.
In this briefing, Eversheds details cases of interest, including their name, the issue and the stage reached.