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In this issue:

  • Prepare for new data protection regime - in force from May 2018
  • The future of DB pensions - White Paper due early in 2018
  • Auto-enrolment contribution increases - New Year check for compliance
  • Anti-money laundering - New information keeping requirements for Trustees - are you compliant?
  • Pension Protection Fund (PPF) levy management - key dates reminder
  • Transfer of contracted-out rights - April 2018 regulations?
  • DC Schemes - new charges and costs disclosure requirements expected at April 2018
  • Investment consultants and fiduciary managers reference - provisional decision due July 2018
  • DC to DC bulk transfers - a new test?
  • Pension scams - proposed further measures to combat scams
  • And in case you thought we weren't going to include something on Brexit

Other things to watch out for:

  • The Taylor Review: "Good Work" report

  • TPAS and Pensions Ombudsman to merge

  • IORP II to be implemented by January 2019
  • New requirements for Master Trusts to be registered with Regulator

  • Changes to employer debt regime


Some housekeeping items for 2018:

  • Pension for civil partners and same sex spouses
  • DB schemes - maximising VAT recovery

  • Corporate trustees and governance - are your articles of association up to date?

What's in court:

  • Payment of discretionary increases
  • ITV's appeal against Regulator's decision to issue FSD to be heard in January

  • Supreme Court to consider RPI to CPI switch

  • GMP equalisation - the answer?
  • How to equalise benefits

  • Scheme closure and final salary linkage

Our Annual Seminar - Thursday, 18 January 2018:


  • 2017 in review: A Case Law and Pensions Ombudsman Update

  • Practical Steps for Pension Scheme Compliance with the GDPR by May 2018

  • The DC Arena

  • 21st Century Trusteeship: Independence and Added Value

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