This edition: Shareholder rights investment and disclosure revisions implemented, Investment consultancy and fiduciary management market remedies implemented, Combatting Pensions Scams Code updated, Default investment strategy and performance review obligations crackdown, Challenge against the Government’s handling of state pension age equalisation goes to court, IFS speaks out about the looming ageing population crisis, Money purchase illustration assumptions still considered fit-for-purpose … for now
I help people understand the rules about pensions. I simplify complex legislation into plain English and give pragmatic opinions that help solve problems.
I am a pensions professional with in-depth knowledge of the UK pensions legislative regime. I am a senior member of LCP’s pensions research team analysing pension rules and legislation and helping our clients deal with the issues that arise.
My current focus is on DC pension governance and legislation. Before that, up until the summer of 2016, I worked mainly on pension taxation legislation.
I have been involved with several of LCP’s and PMI’s responses to government consultations on pensions taxation.
- Member of the Pensions Management Institute’s External Affairs Committee
- Society of Pension Professionals' DC Committee
LCP have a practical way of looking at things and cut through the noise on essential issues.
This edition: Pensions Bill delayed by continuing political uncertainty, Pensions Regulator alleviates 2019 EIOPA pension scheme stress tests, FCA launches debate on intergenerational financial services needs, Master trust authorisation progress
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