Monthly Archives: July 2018

News for week ending 27 July

In the news this week, the Treasury Committee proposes changes to pensions tax relief, the High Court clarifies that members with a salary link in a closed DB scheme are not “active members”, whilst the Government consults again on the pensions cold calling ban and the plumbing scheme consults with employers about stopping future DB accrual.


Pensions Arena July 2018

Tales of the Unexpected

man in boat on drought land

DB pension schemes are inherently long-term in nature: the last child’s pension arising from America’s civil war is still being paid, 150 years after the war ended! This long-term nature is fundamental to how they are managed but what happens when the life of a scheme is cut short unexpectedly?

In this quarter’s Arena article, “Tales of the Unexpected”, we look at some of the ways in which sudden and unexpected short-term developments can cause issues for a scheme which is being managed in a traditional long-term way. Our focus is on practical steps that can be taken now to prevent problems in the future.

And, of course, July’s Pensions Arena contains all the usual financial and investment analysis for the quarter ending 30 June 2018, presented in the BAC Dashboard.


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News for week ending 20 July

In the news this week, the CMA has published its report on the investment consultancy market and a large buy-out is completed.



News for week ending 13 July

In the news this week, the Regulator fines a trustee for late valuations, PASA launches an administration governance checklist and another buy-in is completed.

News 13 July

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News for week ending 6 July

In the news this week, the PLSA publishes recommendations for better retirement outcomes, BA has won it’s appeal against a discretionary increase, the cold calling ban has been delayed, the HMRC AA calculator is back and more buy-in and buy-out transactions are completed.


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