Brodies LLP | United Kingdom | 14 Apr 2023
Most pension transfers are legitimate and can proceed with minimum intervention. However, pension scams continue to be prevalent and can lead to…
Brodies LLP | United Kingdom | 13 Mar 2023
On 12 January 2023, the Pensions Regulator ("TPR") published a guidance statement aimed at trustees of defined contribution ("DC") schemes outlining…
Macfarlanes LLP | European Union, United Kingdom | 14 Feb 2023
On 30 January, the Department for Work & Pensions (DWP) published a consultation, jointly with the FCA and TPR, on value for money assessments for DC…
Lexology PRO | Asia-Pacific, Australia, Canada, etc. | 24 May 2022
The US amends employee benefit plan reporting requirements, Australia’s Federal Court rules that casual workers cannot be terminated at will, and NZ’s whistleblower law receives royal assent – plus other key updates.
Carey Olsen | Bermuda | 22 Feb 2022
The National Pension Scheme (Occupational Pensions) Amendment Acts 2019, 2020 and 2021 together introduced extensive amendments to the National…
Shoosmiths LLP | United Kingdom | 15 Nov 2021
On 16 September 2021, The Pensions Regulator (TPR) and the Financial Conduct Authority (FCA) published a joint Discussion Paper on developing a…
Fredrikson & Byron PA | USA | 5 Nov 2021
The Internal Revenue Service has announced the 2022 cost-of-living adjustments (COLAs) for retirement plans. Most limits have increased. Annual…
Macfarlanes LLP | United Kingdom | 3 Nov 2021
The Long Term Asset Fund (LTAF) is a new type of FCA authorised open-ended fund that can invest in private market assets and be marketed to defined…
Macfarlanes LLP | United Kingdom | 26 Oct 2021
The FCA has published its final rules for the Long Term Asset Fund (LTAF). The LTAF is a new authorised fund vehicle that aims to make it easier for…
Macfarlanes LLP | European Union, United Kingdom | 13 Oct 2021
Welcome to the October 2021 edition of our investment management update. This publication has been tailored to highlight topical news, cases and…