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Important Appeal Court case adjourned
The Court of Appeal today adjourned the appeal in Manolete Partners plc v White [2024] EWCA Civ 356, which was described as raising an...

Paul Newman KC
Apr 11, 20241 min read
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Asset manager appointed by linked trust corporation held to be conflict of interest
In Irwin Mitchell Trust Corpn v PW [2024] EWCOP 16, a trust corporation, appointed as property and affairs deputy for a protected person...

Paul Newman KC
Mar 21, 20241 min read
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Reduction in rate of tax on return of surplus
With effect from 6 April 2024, the rate of tax payable on authorised employer payments from registered pension schemes will reduce from...

Paul Newman KC
Mar 13, 20241 min read
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Scheme administrators who sent benefit statements to old addresses not liable for data misuse
Pension scheme administrators are not liable for misuse of data by sending benefit statements to the wrong addresses In Farley v...

Paul Newman KC
Mar 4, 20241 min read
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High Court approves compromise in Avon Cosmetics case
The High Court has today approved a compromise of the remainder of the Avon Cosmetics litigation not dealt with in the recent judgment....

Paul Newman KC
Feb 19, 20241 min read
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CA judgment delivered in Railways PS case
On Friday the Court of Appeal handed down judgment on an issue concerning the scope of the deficit repair rule of the Railways Pension...

Paul Newman KC
Feb 11, 20241 min read
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New report on pension trustees and investment duties
A working group commissioned by the Financial Markets Law Committee has published a report intended to assist pension trustees in making...

Paul Newman KC
Feb 8, 20241 min read
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DWP publishes draft DB Funding Regs
DWP has today published its response to the consultation on the Occupational Pension Schemes (Funding and Investment Strategy and...

Paul Newman KC
Jan 29, 20242 min read
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tPR issues new investment guidance
The Pensions regulator (tPR) has had a busy couple of weeks. After laying the general code of practice before Parliament on 10 January,...

Paul Newman KC
Jan 28, 20241 min read
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Judgment handed down in Newell
Judgment was handed down this morning in Newell Trustees Ltd v Newell Rubbermaid UK Services Ltd [2024] EWHC 48 (Ch), in which Michael...

Paul Newman KC
Jan 23, 20241 min read
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Judgment handed down in Avon Cosmetics
The High Court this morning handed down an important judgment clarifying the conditions for saving partially-invalid amendments: Avon...

Paul Newman KC
Jan 17, 20241 min read
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tPR publishes new General Code of Practice
tPR has today published a new General Code of Practice, which seeks to combine and update 10 existing codes of practice relating mainly...

Paul Newman KC
Jan 10, 20241 min read
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New HMRC lifetime allowance guidance
On 20 December 2023, HMRC published a new lifetime allowance guidance newsletter, updated yesterday. Pensions Barrister hopes to publish...

Paul Newman KC
Jan 5, 20241 min read
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Ombudsman issues overpayment recovery factsheet
The Pensions Ombudsman (PO) has issued a factsheet explaining the effect of the Court of Appeal’s decision in CMG Pension Trustees v CGI...

Paul Newman KC
Dec 22, 20231 min read
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BBC appeal hearing date
June appears to be pensions month in the Court of Appeal! The appeal in the BBC case is now listed for 25 June. See the casetracker for...

Paul Newman KC
Nov 28, 20231 min read
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Virgin Media appeal hearing date
Pension Barrister has heard that the appeal to the Court of Appeal in Virgin Media has been fixed to begin on either 25 or 26 June 2024...

Paul Newman KC
Nov 27, 20231 min read
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Autumn Statement brings multiple pensions reforms
In accordance with industry speculation, the Chancellor has made a number of announcements in relation to pensions in today's Autumn...

Paul Newman KC
Nov 22, 20231 min read
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PLSA publishes go-to history of pension schemes
To mark the centenary of the PLSA (formerly the NAPF), "PLSA at 100: the past, present and future" has been published. Produced with the...

Paul Newman KC
Nov 17, 20231 min read
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CA confirms Ombudsman not "competent court"
Judgment of the CA was handed down today in Pensions Ombudsman v CMG Pension Trustees Ltd. CA confirmed that the requirement in s.91(6)...

Paul Newman KC
Nov 1, 20231 min read
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PO issues 1st determination on Transfer Regs conditions
In Mr W (CAS-93568-H0D0) the Ombudsman has given his 1st determination on the Occupational and Personal Pension Schemes (Conditions for...

Paul Newman KC
Oct 31, 20232 min read
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