Superfunds and Master Trusts

Superfunds and Master Trusts: the future of DB and DC consolidation

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.

 

SPEAKERs

Jonathan Sharp Partner, Pensions Department

Chantal Thompson – Partner, Pensions Department

WHO IS IT FOR?

Trustees DB or DC Schemes.

Key messages

  • 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

TOPICS 

  • 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 new offices in London - 24 Chiswell Street, Moorgate, London, EC1Y 4TY

Registration from 16:15

FEES

 Non-members-£100 + VAT (per meeting) 

- FREE TO MEMBERS -

- EARN CPD CREDITS -

BOOK NOW


For more information please contact Anna Dixon on tel: 020 7601 1765 | anna.dixon@plsa.co.uk