Welcome to your weekly update from the A&O Shearman pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions.
ICO guidance on using employment records
The Information...more
2/18/2025
/ Compliance ,
Data Privacy ,
Data Protection ,
Data-Sharing ,
Information Commissioner's Office (ICO) ,
Pension Schemes ,
Pensions ,
Personal Data ,
Privacy Laws ,
Regulatory Requirements ,
Retirement Plan
Welcome to your weekly update from the A&O Shearman pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions.
High Court 'blesses' merger of scheme in winding-up and sharing...more
2/11/2025
/ Artificial Intelligence ,
Employee Benefits ,
Fiduciary Duty ,
Fraud ,
Pension Protection Fund (PPF) ,
Pension Schemes ,
Pensions ,
Regulatory Agenda ,
Technology ,
The Pensions Regulator (TPR) ,
Trustees ,
Trusts ,
UK
Welcome to your weekly update from the A&O Shearman pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions.
New rules on accessing DB surpluses -
The Government has...more
Welcome to your weekly update from the A&O Shearman pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions.
Auto-enrolment trigger and earnings band to remain unchanged...more
1/29/2025
/ Automatic Enrollment ,
Compliance ,
Cybersecurity ,
Employee Benefits ,
HMRC ,
Income Taxes ,
International Labor Laws ,
Pension Schemes ,
Pensions ,
Regulatory Requirements ,
Retirement Plan ,
Risk Management ,
UK
Welcome to our monthly update on current legal issues for trustees of DC pension schemes, designed to help you stay up to date with key developments between trustee meetings and to support the legal update item on your next...more
1/23/2025
/ Estate Planning ,
Financial Services Industry ,
Hybrid Plan ,
Inheritance ,
New Legislation ,
Pension Schemes ,
Pensions ,
Regulatory Agenda ,
Retirement ,
Tax Planning ,
Trustees ,
UK
Welcome to our monthly update on current legal issues for trustees of DB and hybrid pension schemes, designed to help you stay up to date with key developments between trustee meetings and to support the legal update item on...more
1/23/2025
/ Compliance ,
Defined Benefit Plans ,
Defined Contribution Plans ,
Fiduciary Duty ,
Financial Services Industry ,
International Labor Laws ,
New Legislation ,
Pension Schemes ,
Pensions ,
Regulatory Requirements ,
Retirement Plan ,
The Pensions Regulator (TPR) ,
Trustees ,
UK
Welcome to your weekly update from the A&O Shearman pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions.
Government confirms continuation of clearing exemption...more
1/21/2025
/ Cybersecurity ,
Derivatives ,
EMIR ,
Employee Benefits ,
EU ,
Exemptions ,
Financial Services Industry ,
Pension Schemes ,
Pensions ,
Regulatory Requirements ,
Retirement ,
Retirement Plan ,
UK
Welcome to your weekly update from the A&O Shearman pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions.
The Pensions Dashboards Programme (PDP) has published a blog...more
Welcome to your weekly update from the A&O Shearman pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions.
Three industry bodies – the Association of Consulting...more
Welcome to your weekly update from the A&O Shearman pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions.
TPR publishes DB landscape 2024 -
The Pensions Regulator’s...more
12/16/2024
/ Compensation & Benefits ,
Defined Benefit Plans ,
Defined Contribution Plans ,
Employee Benefits ,
Pension Protection Fund (PPF) ,
Pension Schemes ,
Pensions ,
Purple Book ,
Retirement Plan ,
The Pensions Regulator (TPR) ,
UK
Welcome to your weekly update from the A&O Shearman pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions.
TPR publishes updated DB covenant guidance -
The Pensions...more
12/10/2024
/ Defined Benefit Plans ,
Defined Contribution Plans ,
Employee Benefits ,
Financial Conduct Authority (FCA) ,
HMRC ,
Hybrid Plan ,
Pension Protection Fund (PPF) ,
Pension Schemes ,
Pensions ,
Regulatory Agenda ,
Retirement Plan ,
The Pensions Regulator (TPR) ,
Trustees ,
UK
Welcome to your weekly update from the A&O Shearman pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions.
DB Funding code: Fast Track submission tests and conditions...more
Welcome to your weekly update from the A&O Shearman pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions.
Court of Appeal: judgment debtor could not be required to...more
Welcome to our monthly update on current legal issues for trustees of DC pension schemes, designed to help you stay up to date with key developments between trustee meetings and to support the legal update item on your next...more
11/20/2024
/ Defined Benefit Plans ,
Defined Contribution Plans ,
Employee Benefits ,
Environmental Social & Governance (ESG) ,
Hybrid Plan ,
Pension Schemes ,
Pensions ,
Regulatory Agenda ,
Retirement Plan ,
The Pensions Regulator (TPR) ,
Trustees ,
UK
Welcome to our monthly update on current legal issues for trustees of DB and hybrid pension schemes, designed to help you stay up to date with key developments between trustee meetings and to support the legal update item on...more
11/20/2024
/ Defined Contribution Plans ,
Employee Benefits ,
Environmental Social & Governance (ESG) ,
HMRC ,
Hybrid Plan ,
Investment ,
Ombudsman ,
Pension Schemes ,
Pensions ,
The Pensions Regulator (TPR) ,
Trustees ,
UK
Welcome to your weekly update from the A&O Shearman Pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions.
Mansion House speech: interim Pensions Review report and new...more
Welcome to our quarterly pensions litigation briefing, designed to help pensions managers identify key risks in scheme administration, and trustees update their knowledge and understanding. This briefing highlights recent...more
Welcome to your weekly update from the A&O Shearman pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions.
Data breaches: New ICO resources on communications -
The...more
Autumn Budget 2024: bringing pensions into the scope of IHT -
The Chancellor announced in her Budget Speech that from April 6, 2027, unused pension funds and death benefits will be included within a member’s estate for...more
Welcome to your weekly update from the A&O Shearman pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions.
TPR publishes pensions scam case studies -
The Pensions...more
10/29/2024
/ HMRC ,
Pension Schemes ,
Pensions ,
Regulatory Agenda ,
Regulatory Requirements ,
Risk Management ,
Scams ,
Technology ,
The Pensions Regulator (TPR) ,
Trustees ,
UK
Welcome to our monthly update on current legal issues for trustees of DB and hybrid pension schemes, designed to help you stay up to date with key developments between trustee meetings and to support the legal update item on...more
Welcome to our monthly update on current legal issues for trustees of DC pension schemes, designed to help you stay up to date with key developments between trustee meetings and to support the legal update item on your next...more
10/25/2024
/ Defined Contribution Plans ,
Employee Benefits ,
Environmental Social & Governance (ESG) ,
Financial Conduct Authority (FCA) ,
Hybrid Plan ,
Pension Schemes ,
Pensions ,
Regulatory Agenda ,
The Pensions Regulator (TPR) ,
Trustees ,
UK
Welcome to your weekly update from the A&O Shearman Pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions.
TPR targets continuous improvement on ESG matters -
The...more
10/21/2024
/ Defined Benefit Plans ,
Defined Contribution Plans ,
Employee Benefits ,
Environmental Social & Governance (ESG) ,
Pension Schemes ,
Pensions ,
Policies and Procedures ,
Regulatory Agenda ,
The Pensions Regulator (TPR) ,
Trustees ,
UK
Welcome to your weekly update from the A&O Shearman Pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions.
Abolition of Lifetime Allowance: Further regulations...more
Welcome to your weekly update from the A&O Shearman Pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions.
TPR publishes statement of strategy templates -
New...more
9/30/2024
/ Defined Benefit Plans ,
Defined Contribution Plans ,
Employee Benefits ,
Financial Conduct Authority (FCA) ,
Hybrid Plan ,
Pension Protection Fund (PPF) ,
Pension Schemes ,
Pensions ,
Regulatory Agenda ,
Retirement Plan ,
The Pensions Regulator (TPR) ,
Trustees ,
UK