Trustee disclosure requirements on investment governance issues, stewardship and engagement are evolving rapidly. We expect additional requirements and guidance to emerge over the next few months in relation to environmental,...more
Welcome to our quarterly pensions litigation briefing, designed to help pensions managers identify key risks in scheme administration, and trustees update their knowledge and understanding....more
In some circumstances those involved in operating or advising occupational pension schemes are required to provide information to the Regulator to help it carry out its regulatory responsibilities, particularly its objectives...more
Master trusts have quickly established themselves as a major feature of the UK pensions landscape. The benefits of reduced governance burdens and, in many cases, more flexible at-retirement options for members continue to...more
How is the business of trusteeship changing, and what future developments are currently the focus of trustee attention? We conducted an informal straw poll of trustees in October, via email and at the PLSA Annual Conference,...more
The General Data Protection Regulation takes effect from 25 May 2018, and will require significant planning and preparation by UK pension schemes. Although many of the basic concepts set out in the GDPR will be familiar,...more
What makes someone a professional trustee? Scheme governance requirements are increasingly heavy, and there is a growing trend to recognise the time commitment and responsibility by paying trustees – but is an individual a...more