March 29, 2011

Trustee Knowledge and Understanding (TKU)

Filed under: Blog — Grove @ 3:08 pm

As promised in January, the latest TKU bulletin from CMS Cameron McKenna is now available. This quarter, the bulletin covers:

  • Legislation
     Pension Bill 2011
     Important legal cases
  • Tax guidance
     Input periods and carry forward
     Anti-avoidance
     HRMC newsletters 44 and 45
     Reduction to the lifetime allowance
     Paying the annual allowance from the scheme
  • Regulator
    Recovery plans
    Transfer incentives
  • Government
     Equitable Life
     Phasing out default retirement ages
  • PPF
     Overfunded schemes
     GMP equalisation
     Levy deadlines
     Valuation assumption changes
  • Ombudsman Cases
     Lambden (74315/3)
     Sheppard (76726/2)
  • Things to look out for
     GMP equalisation
     Finance Bill 2011-03-28
     Auto enrolment

It’s a must read for trustees. You can download a copy by clicking here

If you need to know more about any of the issues, please feel free to contact us.

Leave a comment