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Addleshaw Goddard LLP | United Kingdom | 21 Feb 2024

Ombudsman finds professional trustee of SSAS in breach of investment duty

The Pensions Ombudsman has upheld a complaint against a professional trustee of a SSAS for its failure to consider whether an investment in Cape…
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RPC | United Kingdom | 13 Feb 2024

Pension Ombudsman upholds complaint against SSAS trustee for investment decision

In a complaint made against Rowanmoor as administrator and trustee of a small self-administered pension scheme (SSAS) regarding investments made by…
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Freshfields Bruckhaus Deringer | United Kingdom | 7 Feb 2024

Defined benefit pension scheme funding: the new regime is afoot

On 29 January 2024, the Government published and laid before Parliament the long-awaited Occupational Pension Schemes (Funding and Investment…
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Brodies LLP | United Kingdom | 1 Feb 2024

Pensions Ombudsman determination on the Employer Debt Regulations

A recent determination of the Deputy Pensions Ombudsman has provided further guidance on the Occupational Pension Schemes (Employer Debt) Regulations…
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CMS Cameron McKenna Nabarro Olswang LLP | United Kingdom | 30 Jan 2024

Pensions Ombudsman Update - January 2024

Welcome to the latest edition of our regular Pensions Ombudsman Update, designed to help you get to grips with the Ombudsman's thinking, keep track…
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RPC | United Kingdom | 17 Jan 2024

Recouping overpayments - The Pensions Ombudsman v CMG Pension Trustees Limited and CGI IT UK Limited - the implications of needing a County Court order

In November last year the Court of Appeal dismissed the Pensions Ombudsman's (Ombudsman) appeal of the 2022 High Court decision in CMG Pension…
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Burges Salmon LLP | United Kingdom | 8 Jan 2024

The Pensions Ombudsman responds to the Court of Appeal’s decision in CMG that it is not a 'competent court'.

In November we reported on the decision of the Court of Appeal in the CMG case, where it was held that the Pensions Ombudsman (“TPO”) is not a…
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Travers Smith LLP | European Union, United Kingdom | 3 Jan 2024

What's Happening in Pensions - Issue 106

Alongside the Chancellor of the Exchequer's Autumn Statement on 22 November 2023, the Government published various updates on the 'Mansion House…
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Gowling WLG | United Kingdom | 18 Dec 2023

Court of Appeal clarifies approach to recoupment of overpayments

The Court of Appeal's ruling in The Pensions Ombudsman v (1) CMG Pension Trustees Limited and (2) CGI IT UK Limited [2023] EWCA Civ 1258 1 November…
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TLT LLP | United Kingdom | 14 Dec 2023

Pensions Ombudsman Update

In February 2022, Mr W requested a transfer from his occupational scheme to a personal pension plan (the Receiving Scheme). The trustee of his scheme…
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