Date | Title | Description | PDF / Link |
---|---|---|---|
15 Jan 2014 | My Trustee Philosophy | I’m often asked to summarise my top-level thinking on how I approach trusteeship. This paper sets out my response. | WebPage |
10 Apr 2013 | Babies and Bathwater – Preliminary QIS Results | EIOPA has just released preliminary results of its QIS which provides plenty of information to get our teeth into in assessing possible outcomes. | WebPage |
13 Mar 2013 | A significant new threat: Pensions Liberation Schemes | The emerging threat of pensions liberation schemes which, at best, encourage beneficiaries to take what turn out to be unauthorised payments. | WebPage |
6 Dec 2012 | Making Pension Charges A Little Clearer | We review the new Code on Pension Charges and suggest how it might usefully be extended by employers seeking pension providers. | WebPage |
19 Sep 2012 | ONS Consultation on RPI Calculation | The Office for National Statistics has announced that the National Statistician will shortly be consulting (from 8 October to 30 November 2012) on updating the calculation methodology for the Retail Price Inflation index. | WebPage |
12 Jul 2012 | Incentive Exercises for Pensions | A Code of Practice (produced by a broad industry Working Group) has been released on Pensions Incentive Exercises with the support of the Government. | WebPage |
21 Jun 2012 | Solvency 2 - Draft Specifications | The outcome of this process is likely to drive the shape of the UK pensions industry for at least the next ten years and is therefore of vital importance. | WebPage |
15 Jun 2012 | ASB Proposal for disclosures on financial instruments | The Accounting Standards Board has been working to replace the battery of existing Financial Reporting Standards (FRSs) and Statements of Standard Accounting Practice with a single comprehensive FRS that will provide consistency and cohesion. | WebPage |
21 May 2012 | Auto-enrolment: Four things to look out for | As the initial automatic enrolment deadlines approach, we thought it worth touching on a few interesting (tricky?) points that pension schemes, employers and trustees should bear in mind. | WebPage |
11 May 2012 | The Pensions Regulator Annual Funding Statement | Given current market conditions the Pensions Regulator was widely reported as preparing guidance for trustees of defined benefit schemes, in particular those moving through the actuarial valuation process at the current time. | WebPage |
27 Jan 2012 | DWP Consultation - GMP Equalisation | The Department of Work and Pensions has launched a consultation on new draft regulations for Guaranteed Minimum Pension (GMP) equalisation along with a proposed possible method for accomplishing equality of treatment. | WebPage |
26 Jan 2012 | Central Clearing of Derivatives | There has been some relief in the pensions area, and in investment management in general, that we have been granted a three-year exemption from the European Markets Infrastructure Regulation requirement that over the counter derivatives should be centrally cleared through exchanges. | WebPage |
17 Jan 2012 | Beware of the FATCA! | The legislation covering the US Foreign Accounts Tax Compliance Act (FATCA) was drafted in 2010 with the intention of facilitating the identification of US taxpayers having accounts with foreign financial institutions and non-financial foreign entities. | WebPage |
31 Oct 2011 | Inflation and Defined Benefit pension schemes | Our view of the impact of inflation on Defined Benefit pension schemes. We review liability implications, investment assets and other products available and the possible impact on the employer covenant. | WebPage |
14 Oct 2011 | PPF Consultation on new levy framework | Our view of the possibilities presented by the new framework for the calculation of the PPF levy and, in particular, the investment risk stress testing process. | WebPage |
12 Aug 2011 | S&P downgrade of US to AA+ | Our view of the implications of the rating downgrade of US government debt issued by Standard and Poor’s. | WebPage |