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New and Recently Amended Documents
19 September 2017
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Bills -- Passage through Parliament: Financial Guidance and Claims Bill (2017-19) – Financial Guidance and Claims Bill: Lords Committee (Third Sitting) (11 September 2017)
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Bills -- Passage through Parliament: Financial Guidance and Claims Bill (2017-19) – Financial Guidance and Claims Bill: Lords Committee (Fourth Sitting) (13 September 2017)
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PO-8920 – Mr E [PO-8920] Determinations from May 2017 can be found under "The Pensions Ombudsman" in the Table of Documents
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Department for Work and Pensions: Draft Legislation: Commentary and Consultation (2017) – Applying the Financial Assistance Scheme Increased Cap for Long Service - Public Consultation
18 September 2017
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Hymans Robertson: Current Issues September 2017 – [Measures to tackle pension scams - Regulator’s policies on monetary penalties & professional trustees - Members' 'reasonable expectations' did not block cost-control attempts - Pensionable pay cap permissible - Retroactive effects of legal changes - Supreme Court clarifies Scots pensions & divorce law - FCA retirement outcomes interim report - Asset-backed funding arrangements & Scottish LLPs - HMRC newsletters]
15 September 2017
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Punter Southall: Pensions Bulletin September 2017 – Pensions Bulletin: Quarterly Update
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Home Office: Occupations (Firefighters' Pensions) – Firefighters' Pension Scheme - Consultation on Amendments to Survivors' Benefits in the Firefighters' Pension Scheme 1992 and the Firefighters' Compensation Scheme (England) 2006, and Minor Amendments to the Firefighters' Pension Scheme 2015 - Consultation Response
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HM Revenue & Customs: ROPS – Overseas Pensions: ROPS Notification List [rops] List dated 15 September 2017 added
14 September 2017
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Bills -- Passage through Parliament: Financial Guidance and Claims Bill (2017-19) – Financial Guidance and Claims Bill: Lords Committee (Second Sitting) (6 September 2017)
13 September 2017
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Draft Finance Bill Provisions (13 September 2017) Draft legislation relating to pension tax registration published on GOV.UK (September 2017).
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HM Revenue & Customs: Tax Information and Impact Notes (TIINs) September 2017 – Pensions Tax Registration
12 September 2017
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SI 2017/888 – The Firefighters' Pension Scheme (England) (Amendment) Regulations 2017 Amendments made by these Regulations are included in this update.
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HM Revenue & Customs: HMRC Tax Manuals PTM010000 – Pensions Tax Manual [ptm] Updated to reflect various changes on GOV.UK in September.
8 September 2017
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Finance Bill 2017/19 [Bill 102] (6 September 2017) Finance Bill 2017/19, as introduced to the House of Commons for the 2017–19 session [Bill 102]. Selected provisions only.
5 September 2017
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HM Revenue & Customs: Newsletters (Pension Schemes Newsletters) August 2017 – Pension Schemes Newsletter No 90 [psn090]
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2017 Ch: Dalriada Trustees v McAuley [Trustees - Breach of trust - Pensions liberation - Claim against former trustees by replacement trustees - Investments - Breach of duty of care in relation to investments]
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2017 Can: Sabean v Portage La Prairie Mutual Insurance [Insurance - Deductions - Damages for injuries - Tortfeasor's insurance coverage inadequate to cover award - Insured's policy endorsement stipulating that amounts recoverable under 'any policy of insurance providing disability benefits or loss of income benefits or medical expense or rehabilitation benefits' must be deducted from shortfall of damages award in determining amount payable by insurer - Whether Canada Pension Plan was a 'policy of insurance providing disability benefits' within meaning of the endorsement]
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2017 USA: Schieber v Commissioner of Internal Revenue [Insolvency - Whether a pension is an asset to be computed in the insolvency - Bankruptcy]
Latest News
20 Sep 2017
19 Sep 2017
- NEST publishes paper on liquidity and sidecar savings
- Academics express concern over pension valuation at USS
- PPF publishes Engagement Statistics
- TPR bans three trustees over pension liberation activities
18 Sep 2017
- Research shows parents taking money from pension savings to help out their children
- Draft Regulations on increasing FAS cap for members with long service published
- Concerns raised over pension payments to expats after Brexit
- PLSA launches GDPR Made Simple guide
- Punter Southall Aspire analyses default pension funds
