Pensions dashboards – finalised standards and guidance -
The following dashboards standards have been finalised and have received ministerial approval...more
4/9/2025
/ Compensation & Benefits ,
Employee Benefits ,
Filing Requirements ,
New Guidance ,
New Regulations ,
Pension Schemes ,
Pensions ,
Regulatory Requirements ,
Reporting Requirements ,
Retirement Plan ,
Trustees ,
UK
ISSUES AFFECTING ALL SCHEMES -
PENSIONS DASHBOARDS – UPDATED STANDARDS -
The Pensions Dashboards Programme has published updated versions of: -
The dashboards code of connection – This sets out how schemes and...more
The Autumn Budget announced that from 6 April 2027, the majority of death benefits paid from registered pension schemes (whether DB or DC) will form part of the deceased member’s estate for inheritance tax (“IHT”) purposes....more
11/8/2024
/ Budgets ,
Compensation & Benefits ,
Death Benefits ,
Employee Benefits ,
Employees ,
Inheritance Tax ,
International Labor Laws ,
Pension Schemes ,
Pensions ,
Retirement Plan ,
UK
The Pensions Brief is a monthly update for trustees and employers of occupational pension schemes in the UK. It provides headline summaries of developments over the previous month and associated action points. It also...more
9/6/2024
/ Compensation & Benefits ,
Employee Benefits ,
Financial Conduct Authority (FCA) ,
HMRC ,
Pension Schemes ,
Pensions ,
Plan Administrators ,
Retirement Plan ,
The Pensions Regulator (TPR) ,
Trustees ,
UK
ESG – compliance review findings -
The Pensions Regulator (TPR) has published the findings from its review of how trustees are complying with their wider ESG duties. The review concludes that while 99% of trustees of...more
The Pensions Regulator (TPR) has published its 2024 annual funding statement which is targeted at DB schemes undergoing valuations with effective dates between 22 September 2023 and 21 September 2024. It is also relevant to...more