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Pension Planner


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Auto-enrolment: fixed penalty notice confirmed

The Upper Tribunal has upheld a fixed penalty notice which had been issued by the Pensions

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Burgess and others v BIC UK Limited: no limitation period for recovering overpayments

The case  concerned the validity of increases ("Pre-1997 Increases") on pensions in payment in

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Court of Appeal: principal employer had been substituted

The case concerned whether there had been a valid substitution of the principal employer of an

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DC to DC bulk transfers without consent: guidance

The DWP has issued guidance for trustees who seek to rely on the new provisions allowing a bulk

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Finance Bill: employer contributions to life assurance and overseas pension schemes

HMRC has issued a short policy paper and draft clause intended to amend the tax exemption for the

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