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  • Preparing for a buy-in: selling illiquid investments
    2024/09/25

    In the latest of our quarterly webinars, we discuss selling illiquid investments in preparation for a buy-in, including:

    • David Barnett (partner and senior investment consultant at Barnett Waddingham) discussing the key considerations leading to the decision to sell an illiquid investment.

    • Points to consider when appointing a broker to negotiate the sale of an illiquid investment.

    • Key tax considerations.

    • The process of negotiating the sale of an illiquid investment, such as the documents involved and material points for trustees to be aware of.

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    57 分
  • Defined Contribution Schemes – Changing Landscape
    2022/02/21

    In this episode, Beth talks about some of the keys changes that have been, and are being, introduced for defined contribution schemes including the pensions guidance stronger nudge, fees and collective DC schemes.

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    10 分
  • Automatic enrolment
    2022/01/27

    In this episode, Beth gives a refresher on the automatic enrolment requirements and talks about changes proposed by a private members bill.

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    8 分
  • Transferring to a defined benefit superfund
    2021/12/17

    In this episode, Beth talks about the Pensions Regulator's guidance for trustees and sponsoring employers considering transacting with a defined benefit superfund.

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    9 分
  • Statutory Transfers: New Conditions
    2021/11/30

    In this episode, Beth talks about the final regulations setting out the new conditions that need to be met in order for a statutory transfer to proceed.

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    6 分
  • Contribution Notices: Employer Resources Test
    2021/10/29

    In this episode, Beth talks about the new regulations relating to one of the new grounds for issuing a contribution notice, being the employer resources test.

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    7 分
  • Pensions Regulator Notification Requirements for Defined Benefit Scheme Employers - Consultation on Draft Regulations
    2021/09/29

    In this episode, Beth Brown talks about the draft Regulations currently being consulted on which will change the regime for notifications that employers to defined benefit schemes need to make to the Pensions Regulator.

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    8 分
  • New Governance Rules for Defined Contribution Schemes
    2021/09/03

    In this episode, Beth Brown talks about new governance rules for defined contribution schemes as set out in The Occupational Pension Schemes (Administration, Investment, Charges and Governance) (Amendment) Regulations 2021, which come into force on 1 October 2021.

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    10 分