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Legal Update

Trustee Quarterly Review

27 February 2015
Mayer Brown Legal Update

In this edition we discuss:

  • PPF levy deadlines: don’t forget them!
  • Annual allowance regime: corrective changes
  • DC governance and charges: new statutory requirements from April 2015
  • April 2015 reforms: tax legislation for DC flexibilities finalised
  • April 2015 reforms: changes to transfer rights
  • Pensions liberation: Ombudsman determinations
  • High Court guidance on trustee duties and whether a scheme is "open" or "frozen"
  • Overpayments: change of position defence and limitation periods
  • Bank ring-fencing: pensions regulations finalised
  • Derivatives – the implications of EMIR for pension schemes: update
  • Upcoming Pensions Group events at Mayer Brown
  • Statutory revaluation and pension increases – aide memoire
  • Dates and deadlines


  • Jonathan Moody
    Legal Professional / Consultant
    T +44 20 3130 3042
  • Ian Wright
    T +44 20 3130 3417
  • Katherine Carter
    Professional Support Lawyer
    T +44 20 3130 3901
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