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New and Recently Amended Documents
21 August 2019
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Burges Salmon: Burges Salmon Legal Update 1 August 2019 – TPR has Updated its Guide to Investment Governance for DC Trustees
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XPS Pensions: Briefing Note 2019 No. 12 – Scheme Funding: TPR's Twelfth Analysis
19 August 2019
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Norton Rose Fulbright: Commentary July 2019 – Regulator Ramps Up "Green" Investment Guidance for Revised SIPs
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XPS Pensions: Briefing Note 2019 No. 11 – TPR Seeks to Make the Trustee Model Work Better
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2019 USA: Kisor v Wilkie [Benefits - War pensions - Retrospectivity of award - Effectiveness of civil service guidance - Whether has the force of law]
15 August 2019
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Firefighters' Pensions England Scheme Advisory Board: FPS Bulletins No 22 – FPS Bulletin 22 - July 2019 [fpsbull22]
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HM Revenue & Customs: ROPS – Overseas Pensions: ROPS Notification List [rops] List dated 15 August 2019 with 18 schemes added and one removed
14 August 2019
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2018 USA: Jander v International Business Machines [Investments - Investment in employer's stock - Whether fiduciary obligation to avoid such stock where trustees aware of factors affecting value of stock]
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2019 USA: Muri v National Indemnity Company [Investments - Pooled funds - Whether prudent investment - Defined contribution plan - Absence of investment plan - Whether absence of plan indicates imprudence]
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Pendragon: Pensions Reference Materials – Statistics and Other Information [stats] CPI and RPI figures updated together with inflation rates (Tables 17A-17D)
9 August 2019
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Department for Work and Pensions: Pensions Ombudsman – The Pensions Ombudsman: Dispute Resolution Provisions and Widening of Jurisdiction - Government Response to the Consultation
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2019 ECJ: European Commission v Republic of Poland [Retirement ages - Judges - Human rights - Fundamental rights - Whether reduction of retirement ages of judges is breach of fundamental right]
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2019 SC: Secretary of State for Work and Pensions v Gubeladze [State pension credit - Social security benefit - Means-tested benefit - European Union - Whether foreign European Union national entitled to benefit]
8 August 2019
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Local Government Pensions Committee: LGPC Bulletin 187 – LGPC Bulletin - July 2019 [lgpcbull187]
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House of Commons: Investment (Investment Consultants Market) HC 1476 – Pension Costs and Transparency - Twenty-Ninth Report of Session 2017-19
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2019 QB: Carter v Chelmsford Crown Court [Benefits - Discrimination - Equal treatment - Survivor's pension - Whether post-retirement spouses can be excluded from benefit - Contingent claims - Whether correct procedure is a claim for declaratory relief or a judicial review - Procedure]
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2018 ET: Tomos v Institute and Faculty of Actuaries [Actuaries - Qualification - Equal treatment - Discrimination on grounds of nationality - Whether discrimination in jurisdiction of qualifying state - Time limits for complaint]
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2019 Ch: Vannin Capital PCC v RBoS Shareholders Action Group [Disputes - Class actions - Securities class action - Evidence - Post settlement arrangements - Litigation funding - Whether pension fund complainant must disclose evidence -Disclosure]
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The Pensions Regulator: Guidance - Code-related Guidance No 13 – Communicating and Reporting Updated to reflect amendments to legislation regarding the provision of information about pooled funds and the bringing together of Pension Wise, the Pensions Advisory Service and the Money Advice Service into the Money and Pensions Service.
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The Pensions Regulator: Guidance - Code-related Guidance No 13 – Value for Members Updated to reflect the fact that an industry led body: The Cost Transparency Initiative, has produced standardised templates.
Contents
- Acts and Bills
- Statutory Instruments
- Public Sector Scheme Rules
- Regulatory Materials
- European Union Materials
- Law Reports
- The Pensions Ombudsman
- Parliamentary Materials
- Reports, Consultations, etc
- Commentary
- Other Scheme Rules
- Statistics and other Pensions Reference Materials
- PensionSurveys
- News
- Your Own Documentation
Latest News
22 Aug 2019
- Research finds nine million UK mid-life employees flying blind into retirement
- BMJ reveals NHS Trusts are offering doctors cash in attempt to tackle pensions crisis
- FCA publishes video on DB pension transfer advice
- FOS figures reveal a slight decline in number of SIPP complaints
- Proposals to raise state pension age to 75 ruled out
- GAD publishes guidance on steps to take when former public service staff re-join an unfunded PSPS
- TPR publishes compliance and enforcement quarterly bulletin
