Hogan Lovells

Trustee training

25 February 2015

We are delighted to invite you to our annual half-day update seminar for pension trustees, taking place on 25 February 2015.

Focusing on the trustee's perspective, speakers from the Hogan Lovells pension group will review legal developments in the past year and will look ahead to what we can expect in the coming one. 

Part of the morning will be divided into separate streams covering issues specific to defined benefit (DB) and defined contribution (DC) schemes.

DB stream will cover:

  • Pension flexibility: issues for DB schemes
  • Implications of Pensions Regulator's new DB funding code
  • The PPF's new levy "triennium"
  • Preparing for 2016: the latest on State pension reform, abolition of DB contracting-out and changing auto-enrolment requirements

DC stream will cover:

  • Pension flexibility: issues for DC schemes
  • New quality standards: charges and governance - what should schemes do?
  • Abolition of short service refunds and other recent developments

Joint sessions: will include

  • Pension liberation: lessons from the recent Pensions Ombudsman's determinations
  • Pension schemes and VAT: where are we now?
  • Investment, including the Law Commission's report on fiduciary duties
  • What is a "money purchase" scheme? Implications of the Bridge regulations for hybrid benefits
  • Other developments, including: individual protection, exceptions to the auto-enrolment duties, latest on the revised IORP directive
  • Cases and Pension Ombudsman determinations

The seminar will be informal, with refreshments available throughout. Please use the RSVP link below to indicate which stream you would like to attend. We hope you will join us for lunch following the presentations.

Target audience:
Trustees with some experience or who have attended our one-day introductory course (or similar training).

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