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Addleshaw Goddard LLP | United Kingdom | 1 Dec 2023
Trustee Quarterly Update - December 2023
In this Update we take a look at key legal developments for trustees of occupational pension schemes over the past quarter. These include an…
Burges Salmon LLP | United Kingdom | 30 Nov 2023
Checkmate: Chess Grandmaster’s £730,000 Repayment Order in Pension Fraud
Whilst extraordinary on its facts, this decision of the Pensions Ombudsman’s Pensions Dishonesty Unit highlights the importance of key principles of…
Burges Salmon LLP | United Kingdom | 22 Nov 2023
The Pensions Ombudsman is not a “competent court” for the purposes of recouping contested pension overpayments.
The Court of Appeal has decided that the Pensions Ombudsman (“PO”) is not a “competent court” for the purposes of section 91(6) of the Pensions Act…
Burges Salmon LLP | United Kingdom | 21 Nov 2023
Pensions Ombudsman supports trustee on strict interpretation of transfer regulations
The Pensions Ombudsman has dismissed a complaint against a trustee who referred a transferring member to MoneyHelper for a safeguarding appointment…
Taylor Wessing | United Kingdom | 15 Nov 2023
Distributing surplus to an employer - a helpful case for trustees
Just a few years ago, no one would have imagined a world in which trustees would face the dilemma of how to distribute a DB scheme surplus. The…
Addleshaw Goddard LLP | United Kingdom | 1 Nov 2023
Important changes to recovering pension overpayments (Pensions Ombudsman v CMG Pension Trustees Limited)
The Court of Appeal has clarified the process for recouping pension overpayments where the member has disputed the amount of the…
Addleshaw Goddard LLP | United Kingdom | 1 Sep 2023
Ombudsman rejects complaint where member transferred against IFA's advice
The Pensions Ombudsman has rejected a complaint against a transferring scheme trustee by a member who transferred out of a defined benefit scheme…
Addleshaw Goddard LLP | United Kingdom | 1 Sep 2023
Trustee Quarterly Update - September 2023
In this Update we take a look at key legal developments for trustees of occupational pension schemes over the past quarter. These include some…
Slaughter and May | United Kingdom | 27 Apr 2023
Pensions Bulletin - April 2023
A review of scheme reports under the Climate Change Governance and Reporting Regulations 2021 published by the Pensions Regulator (TPR) gives examples…
TLT LLP | United Kingdom | 1 Mar 2023
Pensions Ombudsman Update
The Pensions Ombudsman continues to hand down a number of important decisions. These are relevant for trustees and sponsoring employers of pension…
