In this quarter, we review the Spring Budget, Pensions Dashboards guidance and staged timetable for connection, The Pensions Regulator (TPR) General Code and their guidance on private market investments and other regulatory updates.
Read this edition hereWatch a short video from James Carter, Head of Platform Policy, highlighting key updates on the Budget announcements, Value for Money, the lifetime provider model proposals, Pensions Minister outlook and the Pensions Dashboards Programme.
Watch the videoIn this quarter, we review the Autumn Statement and the call for evidence on the ‘lifetime provider’ model, the removal of the lifetime allowance, Pensions Dashboards Programme update, the Master Trusts authorisation and supervisory regime, and other regulatory updates.
Read this edition hereWatch the short video from James Carter, Head of Platform Policy, highlighting the key regulatory updates in the final quarter of 2023 including the Autumn Statement 'pot for life' proposals, the removal of the lifetime allowance and an update on the Pensions Dashboards Programme.
Watch the videoIn this quarter, we reflect on the Mansion House reforms, the Treasury and HM Revenue and Customs progress towards abolishing the Lifetime Allowance and the Bill to extend automatic enrolment. Other updates included on Pensions Dashboards Programme, illiquid assets, an independent review of The Pensions Regulator and a policy paper on pensions tax relief.
Read this edition hereWatch the short video from James Carter, Head of Pension Product and Policy, highlighting the key regulatory updates in the third quarter of 2023 including the Mansion House policy package, the extension of automatic enrolment Bill and an update on Pensions Dashboards Programme.
Watch this videoThis quarter saw a new CEO of The Pensions Regulator, the Pensions Dashboards Programme update, the Department of Work and Pensions’ review of transfer regulations and FCA’s view on access to long term asset funds. We also reflect on the Mansion House reforms and the Pensions Minister’s speech in early July.
Read this edition hereWatch the short video from James Carter, Head of Pension Product and Policy, highlighting the key regulatory updates in the second quarter of 2023 including Pensions Dashboards Programme, DWP Value for Money assessments and supporting retirement for trust-based schemes, and highlighting the journey to the abolition of the Lifetime Allowance.
Watch this videoImportant information
This material is for the attention of UK scheme sponsors, trustees and their advisors and is not to be relied upon by private investors or pension scheme members. The views expressed by Fidelity and the third parties in this newsletter may no longer be current and should not be taken as a recommendation to take any course of action.
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