Establishment of a new defined
benefit occupational pension scheme for the UK wing of a multi-national business.
Not exact matches
In broad terms, a master trust is an
occupational pension scheme which provides money purchase
benefits and is used by two or more unconnected employers.
On the defendant's advice, Shore suffered loss by transferring his accrued
benefits from an
occupational scheme into a personal
pension in 1997.
Gabrielle advises employers and trustees of
occupational pension schemes (both defined benefit and defined contribution) on a broad range of pensions matters including automatic enrolment; scheme amendments and changes to benefit structures; scheme funding issues; scheme governance; member - related issues such as benefit questions, pension sharing orders or high - earner tax questions; the operation of the Pension Regulator's powers; and entry into the Pension Protectio
pension schemes (both defined
benefit and defined contribution) on a broad range of
pensions matters including automatic enrolment;
scheme amendments and changes to
benefit structures;
scheme funding issues;
scheme governance; member - related issues such as
benefit questions,
pension sharing orders or high - earner tax questions; the operation of the Pension Regulator's powers; and entry into the Pension Protectio
pension sharing orders or high - earner tax questions; the operation of the
Pension Regulator's powers; and entry into the Pension Protectio
Pension Regulator's powers; and entry into the
Pension Protectio
Pension Protection Fund.
Trustee advisory for defined
benefit, defined contribution and hybrid
occupational pension schemes.
We advise insurance companies, trustees of defined
benefit, defined contribution and hybrid
occupational pension schemes on challenging issues including
scheme funding, mergers, trustee duties and investment (including bulk annuity purchase projects).
If a healthy 54 - year - old client comes to see to you to discuss an opportunity regarding his
pension benefits in an
occupational pension scheme, it is wise to gather as much information as possible regarding the opportunity, as well as any paperwork available.
Anna has spent her entire career advising clients who operate or sponsor
occupational pension schemes, with a particular expertise in defined
benefit schemes.
Acting as an independent trustee of all sorts of
occupational pension schemes, including defined
benefit (final salary, and CARE), defined contribution, hybrid, and GAD - certified
Section 73 of PA 1995 required the assets of a salary related
occupational pension scheme which was being wound up to be applied in satisfying the liabilities of the
scheme in respect of
pensions and other
benefits, including increases in
pensions, in a particular order by reference to categories of liabilities specified in s 73 (3).
Members of a wound - up company's
occupational pension scheme who have the right to retire at age 60 in respect of any part of their service and who were aged between 60 and 64 at the date that the
scheme commenced winding up, fall within s 73 (3)(b) of the
Pensions Act 1995 (PA 1995) but not in respect of
pension or other
benefits accrued by service to which a normal retiring age of 65 applies.
If immediately before the transfer there is an
occupational pension scheme, the new employer is obliged to provide
pension benefits to those transferring employees who are: