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New and Recently Amended Documents
Multi-employer Pension Schemes Bill 2017/19 [Bill 156] (24 January 2018) Private Members' Bill (under the Ten Minute Rule). Published June 2018
Burges Salmon: Burges Salmon Legal Update 22 May 2018 – Local Government Pension Scheme: Exit Credit Changes Go Ahead But New Fair Deal Waits
Hymans Robertson: Current Issues June 2018 – [Regulator's Financial Support Direction Gets Judges' Backing - Financial Guidance & Claims Act 2018 - Nuclear Decommissioning Authority: Pension Reform - Effective Date of Dismissal: What a Difference a Day - Or Seven - Makes - PPF Cap Too Tight, says ECJ Advocate General]
2017 USA: Williby v Aetna Life Insurance Co [Disability benefits - Delegation of exercise of discretion to insurer - Whether insurer has discretion to refuse benefits - Procedure - Whether court must review de novo - Conflict of laws - Whether state law pre-empts federal law]
The Pensions Regulator: Memoranda of Understanding & Other Joint Documents – Regulating the Pensions and Retirement Income Sector: Our Strategic Approach - Joint Call for Input
2018 CCC: Davy v 01000654 Limited [Transfers - Advice - Whether advice to transfer was negligent - Whether claim for negligent advice was time-barred - Limitation Acts - When time starts to run - Whether advisers had duty to advise on time-limits]
2018 EAT: Dowokpor v Ministry of Justice [Benefits - Discrimination - Part-timers - Time-limits]
International Accounting Standards Board: International Accounting Standard IAS 19 – Employee Benefits [ias19] Updated to include amendments made by "Plan Amendment, Curtailment or Settlement (Amendments to IAS 19)", published in February 2018.
Environmental Audit Committee: Investment (Environmental, Social and Governance) HC 1063 – Greening Finance: Embedding Sustainability in Financial Decision Making
2017 Can: Bloom Lake v Keeper
2017 Aus: Dib v Amaca
Office of Tax Simplification: Savings (Taxation) – Savings Income: Routes to Simplification
2018 QB: Marathon Oil UK v Centrica Resources [Joint venture - Pension liabilities - Proportionate costs - Whether the participants liable to meet a share of a proportion of deficit recovery charges (DRCs) in respect of a defined benefit pension scheme]
House of Lords/House of Commons: Joint Committee on Statutory Instruments – Reports of the Joint Committee on Statutory Instruments Twenty-fifth Report of Session 2017-19, discussing the Police Pension Schemes and Additional Voluntary Contributions (Amendment) (England and Wales) Regulations 2018 (2018/530) and the Public Service (Civil Servants and Others) Pensions (Amendment) Regulations 2018 (2018/537) added.
HM Revenue & Customs: Newsletters (Pension Schemes Newsletters) June 2018 – Pension Schemes Manage and Register Pension Schemes Service Newsletter [psn099a]
2017 Can: BMS v JMS [Divorce - Financial distribution - Valuation of assets - Disposition of increase in pensions value]
2017 USA: WestRock v Pace Industry Union-Management Pension Fund [Multi-employer scheme - Funding - Scheme in distress - Contributions on withdrawal by plan sponsor - Whether valid]
HM Revenue & Customs: Newsletters (Pension Schemes Newsletters) May 2018 – Pension Schemes Newsletter 99 [psn099]
Data Protection Act 2018 [dpa18] Amendments made by this Act are included in this update.
HM Revenue & Customs: ROPS – Overseas Pensions: ROPS Notification List [rops] List dated 1 June 2018 added
- Acts and Bills
- Statutory Instruments
- Public Sector Scheme Rules
- Regulatory Materials
- European Union Materials
- Law Reports
- The Pensions Ombudsman
- Parliamentary Materials
- Reports, Consultations, etc
- Other Scheme Rules
- Statistics and other Pensions Reference Materials
- Your Own Documentation
15 Jun 2018
- Global study finds UK workers expect higher workplace pension provision than other countries
- ROPS list updated
- Thousands could lose out on pension cash after GMP reconciliation exercise
- PensionBee research reveals attitudes to eco-conscious saving
- PPI issues Briefing Note 107
- Pension cold-calling ban will not extend to 'introducers'
- Worldwide news in brief