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New and Recently Amended Documents

21 August 2019
19 August 2019
15 August 2019
14 August 2019
  • 2018 USAJander 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]
  • 2019 USAMuri v National Indemnity Company [Investments - Pooled funds - Whether prudent investment - Defined contribution plan - Absence of investment plan - Whether absence of plan indicates imprudence]
  • Pendragon: Pensions Reference Materials  – Statistics and Other Information [stats] CPI and RPI figures updated together with inflation rates (Tables 17A-17D)
9 August 2019
8 August 2019
  • Local Government Pensions Committee: LGPC Bulletin 187  – LGPC Bulletin - July 2019 [lgpcbull187]
  • House of Commons: Investment (Investment Consultants Market) HC 1476  – Pension Costs and Transparency - Twenty-Ninth Report of Session 2017-19
  • 2019 QBCarter 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]
  • 2018 ETTomos 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]
  • 2019 ChVannin 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]
  • 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.
  • 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.