Pension trustees' agenda: key legal issues January 2021
- Environmental Social Governance and climate change issues
- GMP equalisation - add transfers to your project plan
- 2021 pension de-risking strategies
Environmental Social Governance and climate change issues
- Pension Schemes Bill 2019 - 2021 - ESG - new climate change trustee governance duties
- Proposal that trustees act and report on scheme exposure to effects of climate change
- Review ESG default fund and other self-select ESG funds
Find out more about environmental social governance and climate change issues
GMP equalisation project
- Ensure the data reconciliation is completed;
- Review and clean up your common and conditional data;
- Review the new guidance from HMRC on lump sum payments, annual allowance and lifetime allowance protection;
- Remember the HMRC guidance does not cover conversion of benefits, the so-called “D2 option” – legal advice must be sought;
- Watch out for the Lloyds 3 judgment on how to deal with transfers.
Read the latest HMRC guidance.
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Pension trustees' agenda: key legal issues January 2021
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Where are we with the Pensions Regulator's new "single code"?
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