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CMS Pensions LawCast
By CMSTechnology
CMS Pensions LawCast episodes
- Episode #29 - Equality, Diversity and Inclusion
In this episode Laura Clarke and Hadassah Shulman discuss Equality, Diversity and Inclusion.
In particular, they look at:
- The case for E, D & I in pension schemes
- What does E, D & I mean?
- What should your scheme be thinking about?
- Next steps
CMS have published more information on equality, diversity and inclusion here.
To find out more about our Pensions team or this podcast, head to cms.law.
17 min - Episode #28 - The TPR Single Code
In this episode Jae Fassam and Hadassah Shulman are joined by Louise Webb and Simon Lewis from Punter Southall Governance Services to discuss the TPR’s Single Code.
In particular, the group looks at:
- What is the Single Code?
- What is new in the Single Code?
- Thoughts and insight from the experts at PSGS
Punter Southall Governance Services have published more information on the single code here and information on diversity in pension communications here.
To find out more about our Pensions team or this podcast, head to cms.law.
25 min - Episode #27 – GMP equalisation and bulk annuity transactions
In this episode Pete Coyne and India Trusselle are joined by Celia Monteiro from Legal & General to discuss GMP equalisation and bulk annuity transactions.
In particular, the group looks at:
- Introduction to GMP equalisation
- Choice of methodology
- Timing for approach to the market
- Residual risks cover
- Key takeaways
To find out more about our Pensions team or this podcast, head to cms.law.
12 min - Episode #26 - Overpayments
In this episode Mark Jenkins, Amina Mahmood and Rebecca Carter are joined by Joanna Price from Willis Towers Watson to discuss Overpayments.
In particular, the group looks at:
- Legal position of overpayments
- Tax position of overpayments
- Defences to recovery of an overpayment
- Overpayments relating to transfer values
- The ‘insider’ view
To find out more about our Pensions team or this podcast, head to cms.law.
21 min - Episode #25 – Death benefits
In this episode Alistair Hill, Chris Ransom and Doyin Olugbemiga discuss death benefits.
In particular, the group looks at:
- Basic principles of decision making
- Top five tips for Trustees in discretionary death cases:
- Identify all potential beneficiaries
- Make reasonable enquiries
- Properly manage potential beneficiaries’ expectations
- Consider the Pensions Ombudsman
- Keep adequate record of the decisions taken
To find out more about our Pensions team or this podcast, head to cms.law.
13 min - Episode #24 – Pension Scams
In this episode Pete Coyne, Alexander Waters and Alexandra Bradley are joined by Mark Radley from Technology & Administration Solutions, Willis Towers Watson to discuss Pension Scams.
In particular, the group looks at:
- New legislative provisions in the Pension Schemes Act 2021;
- Updated guidance from the Pension Scam Industry Group; and
- Signing up to the Pension Regulator’s Pledge.
To find out more about our Pensions team or this podcast, head to cms.law.
19 min - Episode #23 – Pension Schemes Act 2021
In this episode Kate Richards, Simon Evans and Heather Lucas provide an update on the Pension Schemes Act 2021.
In particular, the group looks at:
- Introduction to the new criminal offences;
- Aim of prosecution;
- Relationship with Contribution Notices and Material Detriment test;
- Secondary liability;
- Defences; and
- When to seek legal advice.
To find out more about our Pensions team or this podcast, head to cms.law.
22 min - Episode #22 – GMP equalisation
In this episode Maria Rodia, Kirsty Macdonald and Claire Miller provide an update on GMP equalisation.
In particular, the group looks at:
- Background to GMPs and the Lloyds judgments;
- Methodologies for GMP equality;
- Issues to consider when implementing GMP equality; and
- Past transfers out.
To find out more about our Pensions team or this podcast, head to cms.law.
24 min - Episode #21 – ESG #2
In this episode Jae Fassam, Sharon Piert and Alex Nicklin provide an update on ESG. This is the final episode in our ESG series.
In particular, the group looks at:
- Trustee duties and non-financial factors
- Risk of challenge
- PCRIG Guidance
- Stewardship
- Impact of ESG on employer covenant
To find out more about our Pensions team or this podcast, head to cms.law.
19 min - Episode #20 – Collective DC
In this episode Keith Webster and Thibault Jeakings are joined by Chintan Gandhi from Aon to discuss Collective Defined Contribution. In particular, the group looks at:
- What is collective DC?
- Potential issues
- Authorisation
- The road ahead
To find out more about our Pensions team or this podcast, head to cms.law.
24 min
About CMS Pensions LawCast
From the publisher's feed
Hosted by CMS Pensions experts, this series looks ahead to the key issues developing in the pensions sector, with a specific focus on what you need to know, and practically, what you need to do.
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