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Searching for: topic is "Case References and Dispute Resolution"

Surveys listed in reverse order of publication date

Results 1-12 of 12.

Over 60% of schemes not expected to have sufficient data to carry out GMP equalisation
Over 60% of schemes not expected to have sufficient data to carry out GMP equalisation
Herbert Smith Freehills
15 Nov 2018 United Kingdom Case References and Dispute Resolution, Equality
Herbert Smith Freehills has conducted a survey of trustees, sponsors and advisers regarding the implications of the recent decision in the Lloyds Bank case. According to the survey, 61% of respondents do not expect their scheme (or those that they advise) to have sufficient data to equalise male and female members' benefits for the effect of GMPs.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

35112904A    
 
£39bn hit to FTSE 350 pension schemes' finances in October
£39bn hit to FTSE 350 pension schemes' finances in October
Mercer
5 Nov 2018 United Kingdom Case References and Dispute Resolution, Funding and Minimum Funding Requirement, Surpluses and Deficits
Data from the latest Mercer Pension Risk Survey has revealed that the accounting position of FTSE 350 DB pension schemes deteriorated by £39bn in October from a surplus of £3bn to a deficit of £36bn, the largest swing in month end deficits since August 2016. According to the survey, the swing can be attributed in part to an increase in liabilities from £764bn to £795bn following an estimated £15bn one-off increase resulting from the High Court's judgment in the Lloyds GMP equalisation case.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

16112735B   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
31 Oct 2018 United Kingdom Administration, Case References and Dispute Resolution, Collective Defined Contribution (CDC) schemes, Equality, Pension Protection Fund, Scheme Issues & Trends, Transfers
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This edition's questions include:
  • Do you think there is clarity on GMP equalisation following the High Court judgment in the Lloyds case?;
  • If partial transfers were introduced for your scheme, in which range do you think should be the highest amount withdrawable?;
  • Should the DC default fund charge cap include performance fees?;
  • Who do you think would be better placed to run collective defined contribution schemes?; and
  • The PPF’s chief executive Oliver Morley has said there could be a revival of DB in the future. Do you agree?

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

6E1127194   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
25 Jan 2017 United Kingdom Scheme Issues & Trends, Occupations/Industry Sectors, Longevity, Investment - General, Industry Bodies (excl. Regulatory Bodies), Case References and Dispute Resolution, Administration
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This week's questions include:
  • Do you agree with Club Vita findings that the longevity assumptions used by schemes are too prudent?;
  • With inflation expected to rise this year, could 2017 provide a good opportunity for DB schemes to de-risk?;
  • Will the £50,000 fee the ABI is charging for businesses to take part in the development of the dashboard harm its creation?;
  • In light of current market volatility has your scheme changed its currency hedging strategy?; and
  • In light of the tribunal decision on judges' pensions, were the public sector trade unions wrong to demand full final salary protection for older workers?

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7110228F   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
13 Sep 2016 United Kingdom State Pensions, Savings, Pension Protection Fund, Investment - Ethical and SRI, Case References and Dispute Resolution, Automatic Enrolment
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This week's questions include:
  • Will the Ombudsman's decision to participate in more appeals against its decisions lead to better judgements for members?;
  • Has the Government oversold the generosity of the state pension?;
  • Does the Government need to work harder to increase saving rates and make auto-enrolment a success?;
  • Are big schemes better equipped to take ESG into investment decisions compared to small schemes?; and
  • What impact has the delay in changes to the long service PPF compensation cap had?

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.

28999627   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
29 Feb 2016 United Kingdom Taxation, Pension Liberation, Investment - General, European Union members, European Union issues, Case References and Dispute Resolution
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This week's questions include:
  • What effect would a vote for the UK to leave the European Union have on UK pensions?;
  • If Britain did withdraw from the EU, in what areas would you anticipate growth and more work?;
  • Are active equity fund managers being made extinct by their inability to beat the market and smart beta strategies?;
  • What do you think George Osborne will do to tax relief in the March Budget?; and
  • Has the High Court ruling in the case of Donna-Marie Hughes v Royal London made pension fraud more likely?

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E89642B9   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
15 Sep 2015 United Kingdom Pension Protection Fund, Pension Reform, Pensioners & Retirement, Legislation, Case References and Dispute Resolution, AVCs and FSAVCs, Scheme Design (inc. DB & DC)
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This week's questions include:
  • How many times should a person be allowed to use Pension Wise?;
  • When did you, or most schemes you work with, last review AVC provision?;
  • The Pensions Ombudsman has proposed settling more complaints with an informal opinion, written by an investigator. Do you support this idea?;
  • Does the PPF levy give value for money?; and
  • Stakeholder regulations run to just 40 pages. Is it possible to rewrite all pension legislation so that it fitted into a similarly brief document?

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2015 or click here (this link will not work in all circumstances). For further information about Perspective click here.

9193126D   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
12 Mar 2013 United Kingdom Savings, Investment - General, Industry Bodies (excl. Regulatory Bodies), Case References and Dispute Resolution
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This week's questions include:
  • Would it benefit schemes to "fill the gap left by retreating banks" and lend directly to businesses?;
  • Do DC investment strategies generally recognise the different risks for savers of different ages?;
  • It has been reported George Osborne is considering giving the Bank of England more powers. Which option do you prefer?;
  • Will failure of the Wheels test case have a significant impact on DB schemes?; and
  • Who do you trust the most to deliver future pension benefits, the Government or the pensions industry?

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2013 or click here (this link will not work in all circumstances). For further information about Perspective click here.

8E753977   Click here to contact the authors.
 
Pensions Buzz
Pensions Buzz
Professional Pensions
2 Mar 2011 United Kingdom Surpluses and Deficits, Scheme Design (inc. DB & DC), Pension Reform, Equality, Case References and Dispute Resolution, Annuities and Income Drawdown
Professional Pensions has published the latest edition of Pensions Buzz, a weekly survey which monitors the attitudes and opinions of the industry. This week's questions include: Do you think the European Court of Justice's ruling preventing schemes from using gender as a risk factor in insurance contracts, from 21 December next year, will increase scheme deficits?; Is allowing members early access to their pension savings likely to be too complicated and a "bureaucratic nightmare"?; and should more attention be paid to scheme designs which share risks between employer and employees?

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E6592748   Click here to contact the authors.
 
Kelly Report confirms Heyday lessons
Kelly Report confirms Heyday lessons
Age UK
Jun 2009 United Kingdom Case References and Dispute Resolution
Age UK‚ the new organisation resulting from the merger of Age Concern England and Help the Aged‚ has published Sir Christopher Kelly’s independent report into Age Concern England’s now defunct Heyday membership scheme. The origins of Heyday date back to 2003; it was launched in 2006 and closed by Age Concern England earlier this year prior to the creation of the merged charity in April 2009. The report was commissioned following a recommendation from the Charity Commission in a Regulatory Case Report published in February. The Kelly report on Heyday confirms the governance issues at Age Concern England already identified by the Charity Commission and identifies lessons that could be learnt by all charities on both governance and project management.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2009 or click here (this link will not work in all circumstances). For further information about Perspective click here.

914807AF   Click here to contact the authors.
 
Legal and regulatory actions aimed at annuities market fuels major changes for insurance industry
An examination of the challenges of monitoring and determining annuity "suitability"
TowerGroup
27 Sep 2007 United States Regulatory Bodies (excl. tPR), Countries - US, Case References and Dispute Resolution, Annuities and Income Drawdown
A new research report from TowerGroup entitled "Annuity Suitability: The Ball's in Everyone's Court" finds that insurance companies who proactively evaluate and implement systems for monitoring annuity suitability beyond current regulatory requirements will not only reduce their risk of being on the receiving end of litigation - they will help consumers feel more comfortable with annuity products and enhance the industry's reputation.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2007 or click here (this link will not work in all circumstances). For further information about Perspective click here.

C739339B   Click here to contact the authors.
 
Pension Funds' Engagement with Companies 2007
Pension Funds' Engagement with Companies 2007
National Association of Pension Funds (NAPF)
Aug 2007 United Kingdom Investment - General, Corporate Governance, Case References and Dispute Resolution
Results of a survey by the NAPF of pension funds with more than £1bn under management have shown that large pension funds are continuing to take their responsibilities to shareholders seriously and are actively engaging with the companies in which they invest. 80% of those surveyed felt that standards of corporate governance continue to improve and none considered there to be a decline in standards.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2007 or click here (this link will not work in all circumstances). For further information about Perspective click here.

5D3869CD   Click here to contact the authors.
 

Results 1-12 of 12.