We are seeing a significant increase in the number of member complaints against trustees relating to pension scams. There is no doubt that these scams can be devastating to members and often leave individuals financially destitute in their final years.
More about Part 1 – Transfer regulations – Do they provide enough protection?Over the last two years we have witnessed significant climate change developments for UK occupational pension schemes. This has been driven by a desire to secure effective governance and reporting requirements with respect to the effects of climate change as
More about Part 2 – Pensions and climate change – A fair cop?We are increasingly seeing issues around how investment loss is calculated where there are delays in transferring a pension from one provider to another when pension transfers haven’t gone according to plan. We have, therefore, put together our thoughts on
More about Part 4 – Calculating the investment loss on delays to scheme transfersOne of the greatest challenges facing executors (and to a lesser extent trustees) is claims by disappointed beneficiaries and those parties who have not been included in the beneficial class at all. Such claims can, sadly, cause havoc for the
More about Executors and the perils of will challengesIn this article for Wealth Briefing, Helen Barnett examines the knowledge gap between women and men where IHT is concerned; and what measures, as they become primary wealth holders, women should take. Recent studies show that women are likely to
More about Women and wealth: Minimising the inheritance tax burdenIn January this year I wrote a short blog about the accountability principle. In the blog I discussed the importance of this principle and the checklist produced by the ICO to assist data controllers when considering data protection risks. The
More about The ICO’s accountability framework: How do you fare in the data protection compliance check-up?That is the message in Bass & Ors v Buchanan [2021] EWHC 2740 (Ch), which demonstrates yet again that a company director faced with a misfeasance claim by a liquidator cannot escape judgment by reclassifying the nature of the payments
More about You can’t rewrite historyBackground: Section 22 of the MCA 1973 gives the Court power to make an Order for maintenance during the course of the proceedings. It provides: “(1) On a petition for divorce, nullity of marriage or judicial separation, the court may
More about Financial Remedy: Maintenance Pending Suit – Interim Maintenance: Rattan v Kuwad [2021] Ewca Civ 1