Sentences with phrase «pension scheme administrators»

Not exact matches

United Kingdom and Ireland About Blog Spence & Partners is a privately owned UK firm of pension consultants, actuaries, pension scheme IT specialists and administrators.

United Kingdom and Ireland About Blog Spence & Partners is a privately owned UK firm of pension consultants, actuaries, pension scheme IT specialists and administrators.

In a case heard last month, the Pensions Ombudsman held that the date when the six - year limitation period relating to an action for the recovery of pension overpayments stopped was the date upon which the scheme administrator first notified the member of the overpayments and sought repayment.

In November 2015, the Ombudsman dismissed a complaint by a pensioner about the actions of the scheme administrator and trustees in seeking to recover overpaid pension and failing to put one of his additional voluntary contribution (AVC) funds into payment on time.

The Tribunal disagreed and emphasised that the administrator had a genuine discretion, noting that the pension scheme documentation referred to this being the case and that Mrs Staveley's letter of wishes did not bind the scheme administrator.

Rosalind has spent two decades advising employers, trustees, administrators and members in relation to the establishment, management and winding up of pension schemes.

The QROPs Information Regulations specify the reporting requirements for the provision of information by scheme administrators of registered pension schemes and scheme managers of overseas pension schemes to registered pension scheme members.

Where a registered pension scheme ceases to be a Master Trust Scheme, the scheme administrator must provide an event report to HMRC confirming that the scheme has ceased to be a Master Trust Scheme and the date which this occurred.

One of the obligations to members under the QROPs Information Regulations is that the scheme administrator must provide a member with a statement when he / she may be first flexibly accessing his / her pension rights.

The administrators of the scheme denied Ms Brewster access to a survivor's pension on the basis that Mr McMullan had not completed a form nominating her as beneficiary, despite the fact that she satisfied all other conditions imposed by the regulations.