Conflicted out of being a trustee
The ‘tug of war’ between trustees who hold a dual role as a trustee of a pension scheme and a finance director of the sponsoring employer is becoming ever more frequent. The burden of increasingly
Issue: June 2008 Author: Navneet Bassan

Pensions equalisation – check that window!
The Barber case was a landmark ruling, but still there are cases popping up where benefits have not been equalised correctly. This article: • summarises the facts of the case • outlines what these
Issue: June 2008 Author: Dr Wyn Derbyshire Head of Pensions, SJ Berwin LLP Jo Whiterod FPMI Director, Pension Meetings Ltd

A clearly ageing UK population brings pension schemes’ investment return into focus
Funded pension schemes do not in themselves solve the economic problems of the ageing population Higher required savings rates will have a negative impact on equity returns in developed
Issue: June 2008 Author: Simon Hill

Operating as a trustee - two years on
Following his retirement Barry Slade is tempted to rejoin the world of pensions as a Member Nominated Trustee. He finds that things are rapidly changing but that the effects of the Pensions Act 2004
Issue: June 2008 Author: Barry Slade FPMI

FURBS post-Pension Simplification – problem child or pot of gold?
Since 1989, Funded Unapproved Retirement Benefit Schemes (FURBS) have been widely used to provide unapproved benefits for employees subject to the Earnings Cap Employers with pre-6 April 2006 FURBS
Issue: June 2008 Author: Tim Johnson

50+ working lives - information and guidance on work options in later life
This article: describes a Department for Work and Pensions (DWP) initiative to provide an information and guidance service for employers to raise the awareness of their staff aged 50+ to the Pension
Issue: June 2008 Author: Stuart Royston

Ask the Expert
“To what extent should administrators be involved when scheme benefit structures are re-designed and what should their role be in this
Issue: June 2008 Author: Robert Branagh FPMI

Exchange and online scheme returns – making it easier to provide information to the regulator
Now that the Pensions Regulator has collected all defined benefit (DB) scheme returns through the updated online system, we are in the process of collecting returns for defined contribution (DC)
Issue: June 2008 Author: Katherine Long

Actuarial and Investment Matters
Approved share plans offer an attractive method of saving for employees. As they reach maturity the shares are available to employees to keep or sell, without tax penalties. But they can also
Issue: June 2008 Author: Gary Smith

Legal Update
The Department for Work and Pensions (DWP) has announced that it proposes to enhance the Pensions Regulator’s anti-avoidance powers with retrospective effect. The DWP has confirmed that the
Issue: June 2008 Author: Helen Hanbidge

Consultancy and Administration Issues
New regulations governing schemes’ Internal Dispute Resolution Procedures (IDRP) came into effect on 6 April this year. The new requirements, which are supported by a Code of Practice from the
Issue: June 2008 Author: David King