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ARTICLE · 16 JULY 2019

The Pensions Brief - June 2019

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INVESTMENT AND DISCLOSURE Additional trustee investment and disclosure duties.

United KingdomEmployment and HR
Ian Wright
Ian Wright
Jay Doraisamy
Jay Doraisamy
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Issues affecting all schemes

  • INVESTMENT AND DISCLOSURE Additional trustee investment and disclosure duties
  • INVESTMENT CONSULTANCY AND FIDUCIARY MANAGEMENT New requirements for trustees in relation to investment consultancy and fiduciary management services

PENSION SCAMS
Revised industry code of good practice on combating pension scams

ILL-HEALTH RETIREMENT
Deputy Pensions Ombudsman decision on the process to be followed when considering an ill-health retirement application

TRANSFERS Pensions Ombudsman decision on failure to meet the statutory deadline for processing a transfer request

Issues affecting DB schemes

FINANCIAL SUPPORT DIRECTIONS
Court of Appeal decision on the factors that the Pensions Regulator may take into account when deciding whether to issue a financial support direction

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