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Legal Update

Trustee Quarterly Review

November 2017
Mayer Brown Legal Update

In this edition we discuss:

  • PPF – third levy triennium policy statement and consultation on 2018/19 levy rules
  • Pension fund management services provided by regulated insurance companies – change to VAT treatment
  • Charges and investment disclosure in DC schemes – proposed new obligations
  • DC bulk transfers without consent – proposed new rules
  • Pension scams – Government consultation response
  • Retrospective equalisation – the Court of Appeal asks for the EU view
  • In other news...
  • Upcoming Pensions Group events at Mayer Brown
  • Dates and deadlines


  • Ian Wright
    T +44 20 3130 3417
  • Jay Doraisamy
    T +44 20 3130 3031
  • Katherine Carter
    Professional Support Lawyer
    T +44 20 3130 3901
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