Episode #43 – Case law update and practical implications

In this episode, Mark Atkinson and Simon Evans look at the Pensions Regulator’s draft Funding Code In particular, Mark and Simon will look at: Areas of the code relating to the regulations The differences that this code envisages for covenant advisors How some of the Regulator’s intended purposes may impact the substance of how valuations conclude How the Regulator may act in the future To find out more about our Pensions team or this podcast, head to cms.law.  

Hosted by CMS Pensions experts, this episode looks at what is meant by a residual risk and what options are available to trustees when considering a residual risk transaction In particular, Maria and Amanda take a look at: What is a residual risk The traditional due diligence approach Vendor due diligence report Insurer collective report Other key aspects to consider in a residual risk transaction To find out more about our Pensions team or this podcast, head to cms.law.

In this episode, Kate Richards, Gerard Cole and Megan Murphy, provide an update on the year ahead across the pensions industry that will define 2023. In particular, the group looks at: DB Funding Code High Inflation Notifiable events and blogs Illiquid assets Exit agreements ICO and international transfers Single Code of Practice, and Equality, Diversity and Inclusion (EDI) CMS has published more information on Pensions Investment and Risk in their latest briefing available here. To find out more about our Pensions team or this podcast, head to cms.law.  

In this episode Jennifer Bell, Chris Ransom and Katie Becher, provide an update on the Pensions Dashboards and what's coming up in this area, followed by a brief Q&A. In particular, they look at: What are Pensions Dashboards? Connecting to Pensions Dashboards Matching the right person with the correct pension, and Information to provide to members Get ready for Pensions Dashboards and download our handy 'top tips' guide.  CMS have published more information on Pensions Investment and Risk in their latest briefing. To find out more about our Pensions team or this podcast, head to cms.law.  

In this episode, Laura Clarke, Kirsten Thompson and Wills Crump provide an update on three recent cases and their practical implications. In particular, they look at: CMG Pension Trustees v CGI IT UK Folarin v Transport for London, and Beattie v 20/20 Trustee Services CMS have published more information on pensions investment and risk in their latest briefing available here. To find out more about our Pensions team or this podcast, head to cms.law.

In this episode Jae Fassam, Thibault Jeakings and Chris Ransom discuss ESG and investing. In particular, they look at: A recap on the law as it stands An update from two recent cases, and A look across to some other jurisdictions to anticipate challenges to come CMS have published more information on Pensions Investment and Risk in their latest briefing available here. To find out more about our Pensions team or this podcast, head to cms.law.  

In this episode Pete Coyne and Kirsty Macdonald discuss GMP equalisation and where we are now. In particular, they look at: Brief recap on GMP equality What do schemes have to work with? How are schemes responding – any clear trends? Dual records – common issues Conversion Transfers out To find out more about our Pensions team or this podcast, head to cms.law.  

Episode #40 – Pension sharing on divorce In this episode Jennifer Bell and Simon Evans are joined by Emma Nash, a family law Partner from Fletcher Day, to discuss issues that arise in connection with pension sharing on divorce.  In particular, they look at: Information that trustees can or should provide How to deal with a change in the underlying scheme benefits Communications and language Q&A with a family lawyer To find out more about our Pensions team or this podcast, head to cms.law.   

In this episode Johanna Clarke and Mukudi Nkanza are joined by Shabna Islam from Hymans Robertson to provide an update on DC Schemes and Master Trusts and themes arising from recent consultations.   In particular, they look at: • Delivering the Stronger Nudge to Pensions Guidance • Open Consultations: Facilitating investment in illiquid assets • Master Trusts and illiquid assets To find out more about our Pensions team or this podcast, head to cms.law. To sign up for our Pensions Ombudsman and Law-Now updates you can register here. 

In this episode Emma Frost, Victoria  Lee and Claire Bradwell provide an update on recent Pensions Ombudsman cases.   In particular, they look at: • Overpayments • Awards for Distress and Inconvenience  • Transfers and Scams To find out more about our Pensions team or this podcast, head to cms.law. To sign up for our Pensions Ombudsman and Law-Now updates you can register here.