07 Jul 2014

Pensions snapshot - July 2014


This edition of snapshot provides a brief outline of the following legal and regulatory developments affecting the pensions world during June 2014:

  • Regulator's revised DB funding code published
  • Pensions and the Queen's Speech 2014
  • DWP publishes review of survivor benefits in occupational pension schemes
  • Regulations protecting tax treatment of "A Day" pensions in payment
  • Pensions Ombudsman case (Clift – PO-2066) - Trustee time-barred from seeking recovery of overpayment
  • Pensions Ombudsman case (Fokerd PO-2991) – No right to 5% increases by reason of early retirement quote
  • High Court grants summary judgment in case concerning rectification of definition of salary

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