CMS Pensions LawCast

In this episode Jae Fassam and Tom Bates provide an update on Master Trusts. This is episode 2 in a 3 part series on Master Trusts. In particular, the group looks at: 

• Ongoing considerations for trustees of master trusts;
• How trustee governance works in a master trust;
• The opportunities for and risks with engagement with members; and
• Considerations relating to investment and the potential development of the default fund. 

To find out more about our Pensions team or this podcast, head to cms.law.

In this episode Caroline Kurup, Johanna Clarke and Doyin Olugbemiga provide an update on the year ahead. In particular, the group looks at:

• Pension Schemes Act;
• Funding;
• Consolidator Vehicles;
• GMP Equalisation; and
• Investment and Governance.

 To find out more about our Pensions team or this podcast, head to cms.law

In this episode Mark Jenkins, Laura Clarke and Tara Rogers discuss trends they are seeing coming out of the Pensions Ombudsman. In particular, the group looks at:

• A shift in approach to resolving complaints through informal dispute resolution;
• Key trends arising out of TPO determinations; and
• Pension scams.

To find out more about our Pensions team or this podcast, head to cms.law.    

In this episode Pete Coyne, Laura McLaughlin and Thibault Jeakings are joined by Abigail Currie from Willis Towers Watson to discuss Defined Benefit Member Options and Liability Management. In particular, the group looks at:

• Background and evolution in use of liability management exercises to increase member options;
• Specific options available - PIE, transfer exercises and small lump sums; 
• What's happening in practice; and
• How to maximise success.

To find out more about our Pensions team or this podcast, head to cms.law.

In this episode Keith Webster, Katie Millard and Harriet Cleal discuss Master Trusts. In particular, the group looks at:

• What is a Master Trust?;
• Recent developments; and
• Transferring to a Master Trust. 

To find out more about our Pensions team or this podcast, head to cms.law. 

In this episode Jennifer Bell, Richard Gibson and Simon Evans discuss the investigatory powers of The Pensions Regulator. In particular, the group looks at:

• Current powers;
• Future developments; and
• Practical experience and tips.

To find out more about our Pensions team or this podcast, head to cms.law.    

This is the final episode in a three-part series on pensions de-risking. In this episode Maria Rodia, Amanda Chamming's and Elaine He are joined by Uzma Nazir from the Pension Insurance Corporation to discuss Bulk Annuities. In particular, the group looks at:

• Market updates;
• Residual risks;
• PPF v FSCS cover; and
• Fixed protection. 

To find out more about our Pensions team or this podcast, head to cms.law.

This is the second episode in a three-part series on pensions de-risking. In this episode Caroline Kurup, Kate Richards and Amanda Chamming's discuss DB Consolidators.

In particular, the group looks at:

• Stakeholders;
• TPR guidance for those setting up and running a DB superfund;
• TPR guidance for trustees; and 
• TPR guidance for employers. 

To find out more about our Pensions team or this podcast, head to cms.law. 
  

In this episode James Parker is joined by Ian Aley from Willis Towers Watson and Amy Kessler from Prudential Financial, Inc. to discuss longevity swaps. In particular, the group looks at: 

• What is longevity risk and what is a longevity swap?;
• What determines if / when schemes undertake a longevity swap or buy-in?;
• What is the legal structure of a longevity swap?;
• Market activity and factors driving activity; and 
• COVID-19 - Should trustees defer longevity swaps or other de-risking transactions.

To find out more about our Pensions team or this podcast, head to cms.law.    
  

In this episode Neil Smith, Tim Green and Neal Gibson are joined by Roxana Pierce from Robbins Geller Rudman & Dowd LLP to discuss Litigation. In particular, the group looks at:

• Types of pensions claims;
• Part 7;
• Part 8;
• Litigation trends; and
• US perspective - class actions. 

To find out more about our Pensions team or this podcast, head to cms.law.