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 ..read more

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.   ..read more

In this episode James Parker is joined by Myles Pink from Lane Clark & Peacock to provide an update on the derisking market.  In particular, they look at: Recap on the derisking market Themes and what to expect in the 2022 derisking market To find out more about our Pensions team or this podcast, head to cms.law ..read more

In this episode Pete Coyne, Alex Tomlinson and Katherine Harnett provide an update on the year ahead. In particular, they look at: Scheme governance Scheme structure Scheme funding & member benefits To find out more about our Pensions team or this podcast, head to cms.law ..read more

In this episode Maria Rodia, Alison Guy and Shakes Seebaluck discuss the new transfer requirements. In particular, they look at: New transfer requirements – an overview Due diligence requirements for Trustees and their Administrators Next steps for the Trustees? CMS have published more information on the new transfer requirements in our Trustee Transfer Guide. To find out more about our Pensions team or this podcast, head to cms.law.     ..read more

In this episode Jae Fassam and Katie Becher are joined by Jonathan Reynolds from Capital Cranfield to discuss the regulatory burden for small pension schemes. In particular, they look at: Overview of regulatory burden facing small schemes Question and Answers with Jonathan Reynolds To find out more about our Pensions team or this podcast, head to cms.law.     ..read more

In this episode Alistair Hill, Chris Ransom and Doyin Olugbemiga discuss death benefits.  In particular, the group looks at: Basic principles of decision making Top five tips for Trustees in discretionary death cases: Identify all potential beneficiaries Make reasonable enquiries Properly manage potential beneficiaries’ expectations Consider the Pensions Ombudsman Keep adequate record of the decisions taken To find out more about our Pensions team or this podcast, head to cms.law.     ..read more

In this episode Pete Coyne, Alexander Waters and Alexandra Bradley are joined by Mark Radley from Technology & Administration Solutions, Willis Towers Watson to discuss Pension Scams. In particular, the group looks at: New legislative provisions in the Pension Schemes Act 2021; Updated guidance from the Pension Scam Industry Group; and Signing up to the Pension Regulator’s Pledge. To find out more about our Pensions team or this podcast, head to cms.law.     ..read more

In this episode Kate Richards, Simon Evans and Heather Lucas provide an update on the Pension Schemes Act 2021.  In particular, the group looks at: Introduction to the new criminal offences; Aim of prosecution; Relationship with Contribution Notices and Material Detriment test; Secondary liability; Defences; and When to seek legal advice. To find out more about our Pensions team or this podcast, head to cms.law.     ..read more

In this episode Maria Rodia, Kirsty Macdonald and Claire Miller provide an update on GMP equalisation.  In particular, the group looks at: Background to GMPs and the Lloyds judgments; Methodologies for GMP equality; Issues to consider when implementing GMP equality; and  Past transfers out. To find out more about our Pensions team or this podcast, head to cms.law.     ..read more