News articles
 

PMI President triumphs at pensions awards!
PMI President Steve Delo was voted Pensions Personality of the Year for 2009 at the Professional Pensions awards dinner on 21 April. The votes were totalled from both 2,000 online voters ahead of
Issue: June 2009

 

Trustees’ duties and reaction to the credit crunch
The current economic landscape throws up some very big issues for trustees Employer covenant, funding and investment strategy have all come to the fore at once Planning and monitoring is of
Issue: June 2009 Author: John Oldland

 

Tenders – ask yourself some questions!
Trustees and sponsors need to review and periodically re-tender for advisers and suppliers. Good tender documents are an important part of the process. If the party doing the appointing takes time
Issue: June 2009 Author: Mark Green, Gauisus Ltd and Jo Whiterod, Pension Meetings Ltd

 

Learn from world leaders - how to get your message out
Executive summary Independent research on global best practice in pension communication shows that leading schemes: have written communication plans with clear objectives have the right resources
Issue: June 2009 Author: John Simmonds

 

The pros and cons of delegating investment decisions to an adviser
While trustees retain the ultimate responsibility for the scheme investments, some are looking to delegate investment decisions not just to an investment sub-committee but to external advisers.
Issue: June 2009

 

Can trustees make a difference?
Is the pensions fate of a member pre-determined or can trustees affect that outcome? A good chair and a happy partnership are essential but there are many other components which can make a material
Issue: June 2009 Author: Ian Pittaway

 

Online CPD - a mid-year update
At the beginning of 2009, and following the introduction of the new continuing professional development (CPD) credit framework, PMI members began using the online system for recording their CPD.
Issue: June 2009 Author: Andrew Gardner

 

Pensions – consistency and change
Our recently published Corporate Plan shows how we are adapting to the risks and challenges presented by the economic downturn. It also shows how we continue in the work that we started, in a very
Issue: June 2009 Author: Tony Hobman

 

Ask the Expert – Legal
“The regulator has recently published final guidelines relating to record keeping. What do scheme administrators have to do to ensure that they maintain and manage data in a compliant manner,
Issue: June 2009 Author: Emily Forrest

A month in pensions
 

Actuarial and Investment Matters
31 March 2009 was a significant date for the Pension Protection Fund (PPF). As well as the cut-off date for assessing the creditworthiness of employers ahead of the 2010-11 PPF levy, it marked a
Issue: June 2009 Author: Richard Akroyd

 

Legal Update
From April 2011, those earning £150,000 or over will no longer be able to claim full tax relief on pension contributions to registered pension schemes. The tax relief will be tapered down for those
Issue: June 2009 Author: Simon Tyler

 

Consultancy and Administration Issues
Pension sharing on divorce was introduced in December 2000. The basic principle is that the benefits of one party (the member) are reduced and their ex-spouse is awarded a pension credit that is
Issue: June 2009 Author: David King



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