Market turmoil in DC – where do we go from here?
In recent months there has been no getting away from the headlines about the fall in equity markets and the impact it has had on defined contribution (DC) pension pots. Inevitably members have been
Issue: January 2009 Author: Simon Pearse

An update of SIPPs post A Day
This article is a review of the changes in Self Invested Pension Plans (SIPPs) since A Day. It looks at changes already made to contributions, tax, investment and withdrawals and ongoing issues and
Issue: January 2009 Author: Philip Hutchinson

We have a plan – and we are going to use it!
The New Year is here, so what better time than to think about planning? Against a background of increasing demands, evidence suggests that pension fund trustees have raised their game when it comes
Issue: January 2009 Author: Paul Charles

Accounting for better disclosure
Global financial turbulence and corresponding stock-market slide presents particular considerations for companies and trustees in relation to their annual financial statements. This article
Issue: January 2009 Author: Brian Peters

A New Year – what’s in the pipeline for 2009?
Whilst 2008 was a hectic year for pensions professionals, 2009 looks set to be even busier with a broad range of legal changes on the horizon. This article offers a ‘rough guide’ as to what 2009
Issue: January 2009 Author: Jill Clucas

Online CPD - the basics
As the PMI’s online Continuing Professional Development (CPD) scheme goes live on 1 January 2008, Andrew Gardner, Head of Membership, gives us an introductory tour and some tips for using the new
Issue: January 2009 Author: Andrew Gardner

Internal controls
Robust internal controls are a vital part of the successful management of any occupational pension scheme. They help trustees to better mitigate the risks to members’ benefits and ensure that scheme
Issue: January 2009 Author: Philip Spary

Will the credit crisis result in an increase in buy-outs in 2009?
January 2009 heralds the Year of the Ox in Chinese astrology, which means we can expect great things to be achieved through hard work and attention to detail. As the ox is a reliable and protective
Issue: January 2009 Author: Margaret Snowdon

Ask the Expert
In the light of recent Stock Market turbulence, have you observed an increase in the number of trustees deciding to undertake a formal review of their scheme sponsors?
Issue: January 2009 Author: Guy Mander

Actuarial and Investment Matters
Many defined contribution (DC) members will undoubtedly be worrying about their retirement savings and the impact of the current turmoil in financial markets. However, panic can resort to
Issue: January 2009 Author: Amy Bell

Legal Update
Pensions were only touched upon in last November’s pre-Budget report – the drama was elsewhere. The two main pension announcements for occupational schemes were: 1. lifetime allowance will be
Issue: January 2009 Author: Nicola Bumpus

Consultancy and administration issues
2008 was a year of further bedding in of A Day reforms, preparing for and implementing changes such as those applying to transfer values, considerable consultation over proposed regulations and the
Issue: January 2009 Author: Rosie Kwok