Justin McGilloway
- Partner
- Pensions & Employee Benefits
Pensions Compass – September 2026
Coping with the new and proposed pensions legislation? Use this Pensions Compass to help see the wood from the trees.
Our ‘Ready Reckoner’ surveys developments in Parliament and the Courts, as well as Consultations from numerous bodies including DWP, HMRC and TPR.
In this issue
- Planning for major change: IHT on unused pension funds and death benefits; a combined overview from our Pensions and Private Client Teams.
- Data protection – vulnerability of pension scheme members; joint article by our Pensions and Data Protection Teams.
- Pensions Ombudsman upholds Executor’s claim to past pension payments; trustees seeking to limit payment arrears need to take great care.
- DB Surplus: The new regime takes shape; a key read – the Government intends to start the new rules on 6 April 2027. It is also consulting on lump sum surplus payments to members becoming authorised payments (Consultation closed 7 September 2026).
- Pensions Ready Reckoner – September 2026 Update; table of key developments in Parliament, the Courts and from elsewhere.
Any queries, please be in touch with your usual Pensions team contact.
Find pensions terminology confusing? Go to our glossary here.
This article is for general information purposes only and does not constitute legal advice or a comprehensive statement of the law. Specific legal advice should always be sought in relation to individual circumstances.
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