We have issued a response to the TPR consultation on the Statement of Strategy expressing grave concern about the need to and value of collecting ‘endless items of data’. A material cull in the proposed requirements is needed…
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We have issued a statement in response to the DWP consultation Looking to the future: greater member security and rebalancing risk expressing the hope that a constructive and member-focused approach should be adopted to find a solution to the explosion of deferred pots. More…
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Responding to the consultation, a review group drawn from the Association of Professional Pension Trustees (APPT) says that the Guide from the Taskforce on Social Factors on Considering Social Factors in Pension Scheme Investment will be broadly helpful for pension scheme trustees. We say the report’s clarity in defining social issues, such as the gender ...more...
Responding to the Chancellor’s Autumn Statement, we welcomed further initiatives announced yesterday and today aimed at boosting UK growth, supported by pension fund investment, and made a firm commitment to engage positively with DWP, HMT and TPR in response to further necessary evidence calls and consultations that will flow from the announcements…
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We plumped for Option 2 as outlined in the Occupational and Personal Pension Schemes (General Levy) Regulations Review 2023 consultation but have argued Option 3 ‘could be viable’ if small schemes are excused the £10,000 flat charge if they have appointed an accredited professional trustee, with the governance boost this delivers.
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