Pensions

Further changes to SIP requirements for trustees

Briefing NoteSeptember 12 2019

On 6 June 2019, the Government introduced further regulations which will extend the disclosure requirements for trustees of defined contribution (DC) and defined benefit (DB) schemes in relation to their Statement of Investment Principles (SIP) and annual reports.

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Pensions

The Equitable Life saga takes a step forward

Briefing NoteSeptember 12 2019

In June 2018, Equitable Life announced a Proposal, which would include closing the with-profits fund and transferring all policies to Utmost Life and Pensions. Just over a year later, the High Court has granted approval for Equitable Life to write to Policyholders with details of the Proposal, how they can vote on it and the tight timescales involved.

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Pensions

Transfer values peak in August but activity is down

Media ReleaseSeptember 11 2019

Transfer values rose to record highs in August 2019, whilst the number of members requesting a transfer value fell, according to XPS Transfer Watch, which monitors how market developments have affected transfer values for an example member, as well as how many members are choosing to take a transfer value.

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Date Topic Title Publication type
Date: September 12 2019 Topic: Pensions Title: Further changes to SIP requirements for trustees Publication type: Briefing Note
Date: September 12 2019 Topic: Pensions Title: The Equitable Life saga takes a step forward Publication type: Briefing Note
Date: September 11 2019 Topic: Pensions Title: Transfer values peak in August but activity is down Publication type: Media Release
Date: September 10 2019 Topic: Administration Title: XPS Administration recognised as an Investor in People Publication type: Media Release
Date: September 06 2019 Topic: Pensions Title: How well do you know your members? Publication type: XPS Pensions News