In particular, Mark and Simon will look at:

• Areas of the code relating to the regulations
• The differences that this code envisages for covenant advisors
• How some of the Regulator’s intended purposes may impact the substance of how valuations conclude
• How the Regulator may act in the future

To find out more about our Pensions team or this podcast, head to cms.law.  

• What is a residual risk
• The traditional due diligence approach
• Vendor due diligence report
• Insurer collective report
• Other key aspects to consider in a residual risk transaction

To find out more about our Pensions team or this podcast, head to cms.law.

In particular, the group looks at:

• DB Funding Code
• High Inflation
• Notifiable events and blogs
• Illiquid assets
• Exit agreements
• ICO and international transfers
• Single Code of Practice, and
• Equality, Diversity and Inclusion (EDI)

CMS has published more information on Pensions Investment and Risk in their latest briefing available here.

To find out more about our Pensions team or this podcast, head to cms.law.  

In particular, they look at:

• What are Pensions Dashboards?
• Connecting to Pensions Dashboards
• Matching the right person with the correct pension, and
• Information to provide to members

Get ready for Pensions Dashboards and download our handy 'top tips' guide. 

CMS have published more information on Pensions Investment and Risk in their latest briefing.

To find out more about our Pensions team or this podcast, head to cms.law.  

In particular, they look at:

• CMG Pension Trustees v CGI IT UK
• Folarin v Transport for London, and
• Beattie v 20/20 Trustee Services

CMS have published more information on pensions investment and risk in their latest briefing available here.

To find out more about our Pensions team or this podcast, head to cms.law.

In particular, they look at:

• A recap on the law as it stands
• An update from two recent cases, and
• A look across to some other jurisdictions to anticipate challenges to come

CMS have published more information on Pensions Investment and Risk in their latest briefing available here.

To find out more about our Pensions team or this podcast, head to cms.law.  

In particular, they look at:

• Brief recap on GMP equality
• What do schemes have to work with?
• How are schemes responding – any clear trends?
• Dual records – common issues
• Conversion
• Transfers out

To find out more about our Pensions team or this podcast, head to cms.law.  

In this episode Jennifer Bell and Simon Evans are joined by Emma Nash, a family law Partner from Fletcher Day, to discuss issues that arise in connection with pension sharing on divorce. 

In particular, they look at:

• Information that trustees can or should provide
• How to deal with a change in the underlying scheme benefits
• Communications and language
• Q&A with a family lawyer

To find out more about our Pensions team or this podcast, head to cms.law.   

In particular, they look at:

• Delivering the Stronger Nudge to Pensions Guidance • Open Consultations: Facilitating investment in illiquid assets • Master Trusts and illiquid assets

To find out more about our Pensions team or this podcast, head to cms.law. To sign up for our Pensions Ombudsman and Law-Now updates you can register here. 

In particular, they look at:

• Overpayments • Awards for Distress and Inconvenience  • Transfers and Scams

To find out more about our Pensions team or this podcast, head to cms.law. To sign up for our Pensions Ombudsman and Law-Now updates you can register here. 

In particular, they look at:

• Recap on the derisking market
• Themes and what to expect in the 2022 derisking market

To find out more about our Pensions team or this podcast, head to cms.law.

In particular, they look at:

• Scheme governance
• Scheme structure
• Scheme funding & member benefits

To find out more about our Pensions team or this podcast, head to cms.law.

In particular, they look at:

• New transfer requirements – an overview
• Due diligence requirements for Trustees and their Administrators
• Next steps for the Trustees?

CMS have published more information on the new transfer requirements in our Trustee Transfer Guide.

To find out more about our Pensions team or this podcast, head to cms.law.    

In particular, they look at:

• Overview of regulatory burden facing small schemes
• Question and Answers with Jonathan Reynolds

To find out more about our Pensions team or this podcast, head to cms.law.    

In particular, they look at:

• What’s in force from 1 October 2021?
• Further developments and expected timescales
• Revised clearance guidance

CMS have published more information on the Pension Schemes Act 2021 here.

To find out more about our Pensions team or this podcast, head to cms.law.    

In particular, they look at:

• Trustee selection and approach
• Member communications 
• Advisor roles and selection

CMS have published more information on equality, diversity and inclusion here.

To find out more about our Pensions team or this podcast, head to cms.law.

In this episode Mark Grant, Mark Atkinson and Natalie Mee discuss information sharing and the Pension Schemes Act 2021.

In particular, they look at: 

• new requirements to provide information;
• what this means for trustees; and
• what this means for employers.

 CMS have published more information on the Pension Schemes Act 2021 here.

To find out more about our Pensions team or this podcast, head to cms.law. 

In particular, they look at:

•  Mediation; and 
• Arbitration

 To find out more about our Pensions team or this podcast, head to cms.law.

In particular, they look at:

• The case for E, D & I in pension schemes
• What does E, D & I mean?
• What should your scheme be thinking about?
• Next steps 

CMS have published more information on equality, diversity and inclusion here.

To find out more about our Pensions team or this podcast, head to cms.law.    

In particular, the group looks at:

•  What is the Single Code?
•  What is new in the Single Code?
•  Thoughts and insight from the experts at PSGS

Punter Southall Governance Services have published more information on the single code here and information on diversity in pension communications here.

To find out more about our Pensions team or this podcast, head to cms.law.    

In particular, the group looks at: 

• Introduction to GMP equalisation
• Choice of methodology
• Timing for approach to the market
• Residual risks cover
• Key takeaways

To find out more about our Pensions team or this podcast, head to cms.law.    

In particular, the group looks at:

• Legal position of overpayments 
• Tax position of overpayments 
• Defences to recovery of an overpayment
• Overpayments relating to transfer values
• The ‘insider’ view

 To find out more about our Pensions team or this podcast, head to cms.law.    

In particular, the group looks at:

• Basic principles of decision making
• Top five tips for Trustees in discretionary death cases:
• Identify all potential beneficiaries
• Make reasonable enquiries
• Properly manage potential beneficiaries’ expectations
• Consider the Pensions Ombudsman
• Keep adequate record of the decisions taken

To find out more about our Pensions team or this podcast, head to cms.law.    

In particular, the group looks at:

• New legislative provisions in the Pension Schemes Act 2021;
• Updated guidance from the Pension Scam Industry Group; and
• Signing up to the Pension Regulator’s Pledge.

To find out more about our Pensions team or this podcast, head to cms.law.    

In particular, the group looks at:

• Introduction to the new criminal offences;
• Aim of prosecution;
• Relationship with Contribution Notices and Material Detriment test;
• Secondary liability;
• Defences; and
• When to seek legal advice.

To find out more about our Pensions team or this podcast, head to cms.law.    

In particular, the group looks at:

• Background to GMPs and the Lloyds judgments;
• Methodologies for GMP equality;
• Issues to consider when implementing GMP equality; and 
• Past transfers out.

To find out more about our Pensions team or this podcast, head to cms.law.    

In particular, the group looks at:

• Trustee duties and non-financial factors
• Risk of challenge
• PCRIG Guidance
• Stewardship
• Impact of ESG on employer covenant

To find out more about our Pensions team or this podcast, head to cms.law.    

• What is collective DC?
• Potential issues
• Authorisation
• The road ahead 

To find out more about our Pensions team or this podcast, head to cms.law.    

• What is ESG investing, and why does it matter? 
• Recent developments 
• Issues for trustees: DWP Consultation “Taking action on climate risk: improving governance and reporting by occupational pension schemes”
• Scope
• Penalties for non-compliance 
• Proposals 
• Issues for asset managers: Q&A session 
• What else is in the pipeline? 

To find out more about our Pensions team or this podcast, head to cms.law.

• Legal developments on the horizon;
• How to address the small pots problem;
• Changes to the general levy coming to master trusts;
• Government response to the review of the default fund charge cap; and 
• What is best practice for a DC master trust? 

To find out more about our Pensions team or this podcast, head to cms.law. 

• Ongoing considerations for trustees of master trusts;
• How trustee governance works in a master trust;
• The opportunities for and risks with engagement with members; and
• Considerations relating to investment and the potential development of the default fund. 

To find out more about our Pensions team or this podcast, head to cms.law.

• Pension Schemes Act;
• Funding;
• Consolidator Vehicles;
• GMP Equalisation; and
• Investment and Governance.

 To find out more about our Pensions team or this podcast, head to cms.law

• A shift in approach to resolving complaints through informal dispute resolution;
• Key trends arising out of TPO determinations; and
• Pension scams.

To find out more about our Pensions team or this podcast, head to cms.law.    

• Background and evolution in use of liability management exercises to increase member options;
• Specific options available - PIE, transfer exercises and small lump sums; 
• What's happening in practice; and
• How to maximise success.

To find out more about our Pensions team or this podcast, head to cms.law.

• What is a Master Trust?;
• Recent developments; and
• Transferring to a Master Trust. 

To find out more about our Pensions team or this podcast, head to cms.law. 

• Current powers;
• Future developments; and
• Practical experience and tips.

To find out more about our Pensions team or this podcast, head to cms.law.    

• Market updates;
• Residual risks;
• PPF v FSCS cover; and
• Fixed protection. 

To find out more about our Pensions team or this podcast, head to cms.law.

In particular, the group looks at:

• Stakeholders;
• TPR guidance for those setting up and running a DB superfund;
• TPR guidance for trustees; and 
• TPR guidance for employers. 

To find out more about our Pensions team or this podcast, head to cms.law.    

• What is longevity risk and what is a longevity swap?;
• What determines if / when schemes undertake a longevity swap or buy-in?;
• What is the legal structure of a longevity swap?;
• Market activity and factors driving activity; and 
• COVID-19 - Should trustees defer longevity swaps or other de-risking transactions.

To find out more about our Pensions team or this podcast, head to cms.law.       

• Types of pensions claims;
• Part 7;
• Part 8;
• Litigation trends; and
• US perspective - class actions. 

To find out more about our Pensions team or this podcast, head to cms.law.     

• Non-financial factors;
• Disclosure Regulation; and
• What's in the pipeline? 

To find out more about our Pensions team or this podcast, head to cms.law.     

• Moratorium;
• Super-priority;
• Restructuring plan; and 
• Implications for DB Schemes 

To find out more about our Pensions team or this podcast, head to cms.law. 

• Criminal offences;
• 'The paper trail' and protecting yourself; and 
• Scheme funding and investment. 

To find out more about our Pensions team or this podcast, head to cms.law. 

• Recent cases and implications;
• Consultation on proposed changes; and 
• Impact of the reform and what trustees should consider.

To find out more about our Pensions team or this podcast, head to cms.law. 

• The impact of COVID-19
• Issues for DB and DC schemes 
• Scams

To find out more about our Pensions team or this podcast, head to cms.law.   

• Trustee decision-making in lockdown; and 
• executing documents in lockdown.

To find out more about our Pensions team or this podcast, head to cms.law.   

• What is ordinarily required?;
• Deferring DB Contributions; and 
• Deferring DC Contributions. 

To find out more about our Pensions team or this podcast, head to cms.law.