Archana Gupta

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Quick reminder: large transfers need to be notified to the Pensions Regulator

Trustees: don’t risk a fine due to a simple process failure! Reports show that transfer requests are steadily increasing in number and value.  Suggestions are that this is due to the attractiveness of member choice and the introduction of new pensions flexibilities from 2015.  So, with everyone talking about the impact of transfers-out on scheme … Continue Reading

Change of position – is it a Dunne deal?

The UK Pensions Ombudsman has woven another strand into the already tangled web of how trustees should deal with administrative overpayments of pension to members.  A recent determination has highlighted how carefully trustees must approach the process of analysing whether it is appropriate to reclaim the overpayments. In the case in question, Mr Dunne received … Continue Reading