[skip to content]

Pensions and Incentives News

14 May 2012

Competition and pensions teams shortlisted for industry excellence

Two nationally-renowned teams at Burges Salmon are celebrating being shortlisted in two separate high profile UK award schemes this month.

25 April 2012

Mandatory retirement age can be justified

The Supreme Court today handed down its judgment in two long-awaited age discrimination cases – Seldon v Clarkson, Wright and Jakes and Homer v Chief Constable of West Yorkshire Police.

04 April 2012

Burges Salmon seals growth ambitions with seven new partner promotions

Leading UK law firm Burges Salmon has made up seven new partners from within the firm, as it continues to go from strength to strength in both UK and international markets.

29 March 2012

Fixed protection and death benefits

In some cases, "fixed protection" against the reduction in lifetime allowance on 6 April 2012 can be lost if life cover continues. Employers should consider whether they need to act before 6 April to preserve the position of any member of staff who plans to rely on fixed protection.

26 March 2012

Preparing UK employers for Automatic Enrolment

Automatic Enrolment begins on 1 October 2012 and will affect all employers by 1 April 2017. Employers have each been assigned a ‘staging date’ during this period based on their PAYE scheme size as at 1 April 2012 from which they will need to comply with the new duties. 

19 July 2011

Great Lakes trustees draw on our pensions expertise

The trustees of the Great Lakes UK Limited Pension Plan have agreed a comprehensive funding package with the scheme's sponsoring group. As a result, the Pensions Regulator has discontinued proceedings for financial support directions (FSDs).

17 June 2011

RPI, CPI and pensions: Government responds

The government has confirmed that it is not going to legislate to help pension schemes switch to CPI for indexation. It is going ahead with its original plans to replace RPI with only limited changes.

18 May 2011

National Recognition in Trio of Top Awards

Burges Salmon has scooped a place on the shortlist for three major award schemes in just a matter of weeks.

07 March 2011

Consultation on 'Fair Deal' policy: public sector staff transfers and pensions

The Government yesterday commenced a public consultation on the future of "Fair Deal".

02 March 2011

Sex-equal actuarial factors

Insurers must stop pricing their products according to the sex of the purchaser. This includes pension products.

17 February 2011

Pensions Lawyers of the Year - Professional Pensions Awards 2011

The Burges Salmon pensions team has been shortlisted in the Pensions Lawyers of the Year category at the Professional Pensions Awards 2011 - arguably the most respected awards ceremony in the pensions calendar.

04 February 2011

Burges Salmon Pensions Lawyers Ranked Amongst Industry Giants

The pensions practice at Bristol based law firm Burges Salmon has been ranked as 4th in the country for the number of clients it serves.

08 December 2010

Consultation on CPI

The government is not proposing to give schemes any statutory help to adopt CPI.  Whether it applies will largely depend on the wording of scheme rules.                                                                                                                                                                                                                                          

01 December 2010

Refund power: requirement for trustees' resolution

Refund power: requirement for trustees' resolution

29 November 2010

Pensions virtually there

From 1 December pension schemes can send members information about their benefits by email and can simplify illustrations of DC benefits.

02 November 2010

Pensions: recent announcements

Employers will need to reconsider their pension arrangements after recent announcements from the government.

19 October 2010

Refund power: trustees' resolution under s.251 Pensions Act 2004

The Government is going to amend the legislation that requires a trustees' resolution before 6 April 2011 if a scheme is to retain an existing power to make payments to the employer.

24 September 2010

Pensions self investment limit tightened

Securities issued by the sponsoring employer that a pension scheme holds through a collective
investment scheme now count towards the 5% limit on "employer-related investment".

11 August 2010

Temple Trustees achieve first pensions transfer into Financial Assistance Scheme

Temple Trustees, along with pensions consultants Trigon, have successfully transferred the first  non-annuitised scheme into the Financial Assistance Scheme (FAS).

28 June 2010

The Pensions Regulator issues new guidance on monitoring covenant and security for pension schemes

The Pensions Regulator has issued new guidance for trustees on monitoring covenant and security for defined benefit pension schemes.

28 June 2010

Pensions in the Budget

A summary of the key pensions headlines from the recent Budget.

15 March 2010

Shadow Minister for Business speaks at Burges Salmon

South West businesses have been promised ‘a bonfire of red tape’ under a Conservative government.  Speaking at Burges Salmon’s inaugural Non Executive Directors’ Forum in Bristol, Shadow Business Minister John Penrose MP underlined Conservative plans to scrap most tax credits for businesses and replace them with a lower rate of corporation tax.

15 February 2010

Tax issues in an election year

With a general election just round the corner, the main political parties have stepped up their campaigns and inevitably these have focussed on the important issues of public spending and tax and how to address the current budget deficit problem of around £175 billion. This looks likely to mean increased rates of personal tax. Click on the link to read more.

15 February 2010

Family Partnerships - an alternative to trusts?

Since the changes to inheritance tax in 2006, advisors have been talking about the advantages of using family partnerships (FPs) as an alternative. FPs are seen to offer many of the same features as trusts, but (crucially) without an immediate 20% inheritance tax (IHT) charge on their creation. However, despite these seeming advantages, progress has been slow and few FPs have actually been created. This article gives a candid view of the benefits and pitfalls of FPs.

15 February 2010

Lasting Powers of Attorney – good news

Following some significant teething problems with the new Lasting Powers of Attorney (the replacements for Enduring Powers of Attorney), a new version of the LPA forms became available from 1st October 2009.

19 June 2009

Appointed to London Development Agency Panel

We have been selected to work with the London Development Agency.

31 March 2009

Acting for Babcock International Group plc

Our pensions team are to act for Babcock International Group plc in respect of all of its pension arrangements.

18 December 2008

Flexible retirement and age discrimination

New government proposals to square flexible retirement with the age discrimination regulations will disappoint many pension scheme trustees and employers. 

14 November 2008

Revaluing early leavers' benefits

Defined benefit pension schemes need to review their rules about revaluing early leavers' benefits. Some may want to do so urgently.   

07 October 2008

Pensions Regulator Guidance - conflict of interest

A growing focus on governance and conflicts.  

25 September 2008

The Pensions Regulator steps back on life expectancy proposals

The Pensions Regulator has introduced life expectancy as a secondary trigger which may prompt intervention.

19 September 2008

New guidance from The Pensions Regulator

The Pensions Regulator (TPR) has issued new guidance wanting pension schemes to communicate more effectively and openly with their members. 

02 September 2008

Challenge to VAT on investment fees

Pensions schemes are challenging HMRC over VAT on investment management fees.

05 August 2008

Finance Act 2008 - Share schemes and Incentives Changes

An update on changes as a result of the Finance Act 2008

28 July 2008

The Pensions Regulator - consultation on record keeping

Scope of duties and where should the responsibility lie? Your views sought.

23 July 2008

Changes to longevity assessments

The Pensions Regulator (TPR) has delayed the introduction of changes to the way it assesses longevity assumptions.

03 July 2008

Staff changes at The Pensions Regulator

Martine Trouard-Riolle, Head of their Corporate Risk Management team, is leaving to pursue other career options