Articles

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Court issues new ruling on forfeiture, recoupment and the Pensions Ombudsman's reach

United Kingdom - October 4 2022 The circumstances in which trustees of occupational pension schemes can or should treat historic underpayments as forfeit have become a focus of…

Aaron Dunning-Foreman, Charlotte Scholes

High Court rectifies pension increase provisions in Mitchells & Butlers pension plan

United Kingdom - November 15 2021 The Court has upheld a claim by the Trustee of the Mitchells & Butlers Pension Plan (the "Plan") to rectify the pension increase provisions in three…

Charlotte Scholes, Ian Sheppard

Forfeiture and limitation after Axminster Carpets

United Kingdom - June 18 2021 In Lloyds Mr Justice Morgan concluded that the pension scheme rules he had to consider permitted or required trustees to forfeit arrears that would…

Zack Gothelf, Nicky Yarwood

Court of Appeal overturns High Court decision in

United Kingdom - June 11 2021 In January 2020, His Honour Judge Hodge QC ("HHJ Hodge") was asked to construe the pension increase rule in the Britvic Pension Plan (the "Plan")…

Richard Meers, Charlotte Scholes

Court of Appeal overturns High Court decision in

United Kingdom - June 11 2021 In January 2020, His Honour Judge Hodge QC ("HHJ Hodge") was asked to construe the pension increase rule in the Britvic Pension Plan (the "Plan")…

Richard Meers, Charlotte Scholes