The teach-in will be relevant to trustees with responsibility for DB or DC schemes. It will cover the potential legal framework for DB consolidation, and the DC without-consent transfer requirements, including for authorised master trusts.
Jonathan Sharp – Partner, Pensions Department
Chantal Thompson – Partner, Pensions Department
WHO IS IT FOR?
Trustees DB or DC Schemes.
- DB scheme consolidation will require fundamental changes to the current legal framework
- The success of DB consolidation will depend on how the DWP responds to a number of competing factors
- Legal requirements for DC bulk transfers have been simplified
- The new regime is intended to streamline the process for DC transfers to authorised master trusts
- The issues that the DWP is considering in terms of how DB scheme consolidation should be regulated
- How the final position may look following the DWP consultation, and how this will shape the pensions landscape in the future
- The most critical issues for employers and trustees if they are considering moving to a DB consolidator
- How the DC transfer legislation has changed over the past few months
- Legal considerations for DC bulk transfers to master trusts and occupational schemes
WHAT WILL I LEARN?
After attending the teach-in you will:
- Recognise the factors being considered by the DWP on DB consolidation
- Have a picture of how the DB landscape may look following the introduction of DB consolidation
- Learn what employers and trustees will need to consider if moving to a DB consolidator
- Be familiar the legal changes that have been made to enable bulk transfers of DC benefits
- Be familiar with the process and steps for transferring to a master trust
WHEN AND WHERE IS THIS TEACH-IN?
16:30-17:30 on Wednesday 10 October 2018 at the Pensions and Lifetime Savings Association's offices in London
Registration from 16:15
Non-members-£100 + VAT (per meeting)
- FREE TO MEMBERS -
- EARN CPD CREDITS -
Sessions take place at the Pension and Lifetime Savings Association's London offices.
For more information please contact Anna Dixon on tel: 020 7601 1765 | email@example.com