pensionsbarrister.com

Pensionsbarrister.com is back from its sabbatical, with a news item on a recent Upper Tribunal case. Later in the week we will be publishing an article explaining the issues in the trial involving The Pensions Trust. Thanks to our readers for their patience during this break.

Happy New Year from pensionsbarrister.com! This week, Michael Ashdown of @WilberforceCh considers a recent Supreme Court decision and considers its implications for an understanding of the Ombudsman's powers to rectify documents

New on pensionsbarrister.com: In the second part of my article on the use of evidence law in pensions cases, I look at rectification, group conduct and the use of Re Benjamin orders to deal with missing or incorrect scheme data. #infocus #pensionsbarrister

This week on pensionsbarrister.com: in the first part of a major two-part article on the use of evidence law in pensions cases, I consider how evidence law can be used to overcome missing documents. #pensionsbarrister #infocus

This week on pensionsbarrister.com: I examine a recent High Court decision on the test for financial dependency in a claim for death benefits under the LGPS. #pensionsbarrister #onthecase

New on pensionsbarrister.com: Thomas Robinson of @WilberforceCh looks at an important new case from the Court of Appeal concerning the ability of judgment creditors to enforce against occupational pension scheme assets. #onthecase #pensionsbarrister

It’s Talking Pensions time on pensionsbarrister.com: I talk to Dame Jane Newell, former Chair of the Maxwell Pensioners Trust and former Chair of the Royal Mail, John Lewis and United Utilities pension schemes. #talkingpensions #pensionsbarrister

This week on pensionsbarrister.com: I look at an interesting recent case in which the High Court rectified pension scheme amendments to overcome the failure of a trustee to sign the amending instruments in the correct capacity.

New on pensionsbarrister.com: I look at Lefort v HMRC, in which the FTT has controversially refused to follow an earlier FTT decision on whether a mistaken payment of contributions after the relevant cut-off date should cause a member’s fixed protection to be revoked.

New on pensionsbarrister.com: Ram Lakshman of @WilberforceCh considers whether the Chancellor’s proposals to encourage (or mandate) pension schemes to invest in UK businesses are consistent with the traditional fiduciary duties of pension trustees. #infocus #pensionsbarrister

New on pensionsbarrister.com: I look at two recent determinations of the Deputy Pensions Ombudsman, concerning the scope of the trustee’s duty to give information to a member relating to their benefits, and the circumstances in which the Ombudsman will hold an oral hearing.

New on pensionsbarrister.com: I look at a recent case from the Singapore High Court on the topical issue of recoupment, which considers the relationship between the remedy and the personal claims of the underpaid beneficiaries against the trustee. #pensionsbarrister #onthecase

Pensionsbarrister.com is back from its summer break with a new edition of the Talking Pensions podcast. This month’s guest is James Darbyshire, Chief Counsel at the Financial Services Compensation Scheme. #pensionsbarrister #talkingpensions

It’s Talking Pensions time on pensionsbarrister.com. This month we have the second part of our interview with pentech guru Martin Freeman. In this part, we discuss technology and AI, the latest proposals on small pots and whether there is a future for CDC schemes.

New on pensionsbarrister.com: in the latest in our “Remind me about …” series, Oliver Hilton of @RadcliffeChmbrs looks at tPR’s moral hazard powers. This series is aimed as a training tool and as an update for busy practitioners. #remindmeabout #pensionsbarrister

New on pensionsbarrister.com: Joseph Steadman of Wilberforce Chambers considers the Court of Appeal’s decision in BBC v BBC Pensions Trust Ltd, an important decision on the construction of fetters in scheme amendment powers. #pensionsbarrister #onthecase

New on pensionsbarrister.com: I look at a recent case illustrating the lengths to which the Australian courts are prepared to go to overcome the evidential difficulties of lost deeds and to validate long-standing practices in the administration of pension schemes. #onthecase

It’s Talking Pensions time on pensionsbarrister.com: this month features the first of a two-part interview with pentech guru Martin Freeman. We discuss his career, his views on pensions administration and where we are on the pensions dashboard. #talkingpensions

This week on pensionsbarrister.com. Small is not necessarily beautiful: I look at the problems that arise when small self-administered schemes holding commercial property need to liquidate the asset to pay pension benefits. #infocus #pensionsbarrister

New on pensionsbarrister.com: Philip Simpson KC and Rebecca Sheldon of Old Square Tax Chambers have written on the new lump sum rules, and in particular the rules on pension commencement lump sums. #pensionsbarrister #infocus