Latest Pensions bill Podcast Episodes
Episode #47 – DB Funding Code
CMS Pensions LawCast - March 27, 2023 12:08 - 13 minutesIn this episode, Mark Atkinson and Simon Evans look at the Pensions Regulator’s draft Funding Code In particular, Mark and Simon will look at: Areas of the code relating to the regulations The differences that this code envisages for covenant advisors How some of the Regulator’s intended pur...
Episode #46 – Residual risks
CMS Pensions LawCast - March 03, 2023 12:34 - 14 minutesHosted by CMS Pensions experts, this episode looks at what is meant by a residual risk and what options are available to trustees when considering a residual risk transaction In particular, Maria and Amanda take a look at: What is a residual risk The traditional due diligence approach Vendor ...
Episode #45 – What’s on the pensions agenda for 2023?
CMS Pensions LawCast - December 13, 2022 12:10 - 26 minutesIn this episode, Kate Richards, Gerard Cole and Megan Murphy, provide an update on the year ahead across the pensions industry that will define 2023. In particular, the group looks at: DB Funding Code High Inflation Notifiable events and blogs Illiquid assets Exit agreements ICO and inter...
Episode #44 – Pensions Dashboards taskforce – what’s coming up in this area
CMS Pensions LawCast - November 29, 2022 15:30 - 21 minutesIn this episode Jennifer Bell, Chris Ransom and Katie Becher, provide an update on the Pensions Dashboards and what's coming up in this area, followed by a brief Q&A. In particular, they look at: What are Pensions Dashboards? Connecting to Pensions Dashboards Matching the right person with t...
Episode #43 – Case law update and practical implications
CMS Pensions LawCast - October 25, 2022 09:08 - 13 minutesIn this episode, Laura Clarke, Kirsten Thompson and Wills Crump provide an update on three recent cases and their practical implications. In particular, they look at: CMG Pension Trustees v CGI IT UK Folarin v Transport for London, and Beattie v 20/20 Trustee Services CMS have published mor...
Episode #42 – ESG and investing
CMS Pensions LawCast - September 26, 2022 16:17 - 19 minutesIn this episode Jae Fassam, Thibault Jeakings and Chris Ransom discuss ESG and investing. In particular, they look at: A recap on the law as it stands An update from two recent cases, and A look across to some other jurisdictions to anticipate challenges to come CMS have published more info...
Episode #41 - GMP equalisation update
CMS Pensions LawCast - August 30, 2022 11:17 - 20 minutesIn this episode Pete Coyne and Kirsty Macdonald discuss GMP equalisation and where we are now. In particular, they look at: Brief recap on GMP equality What do schemes have to work with? How are schemes responding – any clear trends? Dual records – common issues Conversion Transfers out ...
Episode #40 – Pension sharing on divorce
CMS Pensions LawCast - June 28, 2022 10:55 - 18 minutesEpisode #40 – Pension sharing on divorce In this episode Jennifer Bell and Simon Evans are joined by Emma Nash, a family law Partner from Fletcher Day, to discuss issues that arise in connection with pension sharing on divorce. In particular, they look at: Information that trustees can or sh...
Episode #39 – DC Schemes and Master Trusts and themes arising from recent consultations
CMS Pensions LawCast - April 25, 2022 14:10 - 17 minutesIn this episode Johanna Clarke and Mukudi Nkanza are joined by Shabna Islam from Hymans Robertson to provide an update on DC Schemes and Master Trusts and themes arising from recent consultations. In particular, they look at: • Delivering the Stronger Nudge to Pensions Guidance • Open Consul...
Episode #38 – Update on recent Pensions Ombudsman cases
CMS Pensions LawCast - March 28, 2022 16:27 - 16 minutesIn this episode Emma Frost, Victoria Lee and Claire Bradwell provide an update on recent Pensions Ombudsman cases. In particular, they look at: • Overpayments • Awards for Distress and Inconvenience • Transfers and Scams To find out more about our Pensions team or this podcast, head to cm...
Episode #37 - Update on the derisking market
CMS Pensions LawCast - February 22, 2022 12:00 - 12 minutesIn this episode James Parker is joined by Myles Pink from Lane Clark & Peacock to provide an update on the derisking market. In particular, they look at: Recap on the derisking market Themes and what to expect in the 2022 derisking market To find out more about our Pensions team...
Episode #37 – Update on the year ahead
CMS Pensions LawCast - February 22, 2022 10:51 - 12 minutesIn this episode James Parker is joined by Myles Pink from Lane Clark & Peacock to provide an update on the derisking market. In particular, they look at: Recap on the derisking market Themes and what to expect in the 2022 derisking market To find out more about our Pensions team or this pod...
Episode #36 - Update on the year ahead
CMS Pensions LawCast - January 25, 2022 10:39 - 15 minutesIn this episode Pete Coyne, Alex Tomlinson and Katherine Harnett provide an update on the year ahead. In particular, they look at: Scheme governance Scheme structure Scheme funding & member benefits To find out more about our Pensions team or this podcast, head to cms.law.
Episode #36 – Update on the year ahead
CMS Pensions LawCast - January 25, 2022 08:00 - 15 minutesIn this episode Pete Coyne, Alex Tomlinson and Katherine Harnett provide an update on the year ahead. In particular, they look at: Scheme governance Scheme structure Scheme funding & member benefits To find out more about our Pensions team or this podcast, head to cms.law. ...
Episode #35 – New transfer requirements
CMS Pensions LawCast - December 07, 2021 08:45 - 15 minutesIn this episode Maria Rodia, Alison Guy and Shakes Seebaluck discuss the new transfer requirements. In particular, they look at: New transfer requirements – an overview Due diligence requirements for Trustees and their Administrators Next steps for the Trustees? CMS have published more info...
Episode #34 – Regulatory burden for small pension schemes
CMS Pensions LawCast - November 23, 2021 08:42 - 28 minutesIn this episode Jae Fassam and Katie Becher are joined by Jonathan Reynolds from Capital Cranfield to discuss the regulatory burden for small pension schemes. In particular, they look at: Overview of regulatory burden facing small schemes Question and Answers with Jonathan Reynolds To find o...
Episode #33 – Pension Schemes Act – status update and revised clearance guidance
CMS Pensions LawCast - November 09, 2021 08:39 - 16 minutesIn this episode Johanna Clarke, Alexandra Tomlinson and Kirsten Thompson discuss the Pension Schemes Act 2021. In particular, they look at: What’s in force from 1 October 2021? Further developments and expected timescales Revised clearance guidance CMS have published more information on the...
Episode #32 - Equality, Diversity & Inclusion #2
CMS Pensions LawCast - October 25, 2021 18:19 - 19 minutesIn this episode Keith Webster and Hadassah Shulman are joined by Sarah Horan from ITS to discuss diversity and inclusion. In particular, they look at: Trustee selection and approach Member communications Advisor roles and selection CMS have published more information on equality, diversit...
Episode #31 – Pension Schemes Act 2021 - Information Sharing
CMS Pensions LawCast - October 12, 2021 05:00 - 16 minutesEpisode #31 – Pension Schemes Act 2021 - Information Sharing In this episode Mark Grant, Mark Atkinson and Natalie Mee discuss information sharing and the Pension Schemes Act 2021. In particular, they look at: new requirements to provide information; what this means for trustees; and what ...
Episode #30 - Dispute resolution processes
CMS Pensions LawCast - September 28, 2021 10:02 - 24 minutesIn this episode Neil Smith and Tim Green discuss disputes resolution. In particular, they look at: Mediation; and Arbitration To find out more about our Pensions team or this podcast, head to cms.law.
Episode #29 - Equality, Diversity and Inclusion
CMS Pensions LawCast - September 14, 2021 10:49 - 16 minutesIn 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 equalit...
Episode #28 - The TPR Single Code
CMS Pensions LawCast - August 31, 2021 07:00 - 24 minutesIn 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 e...
Episode #27 – GMP equalisation and bulk annuity transactions
CMS Pensions LawCast - June 15, 2021 06:00 - 11 minutesIn 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 ...
Episode #26 - Overpayments
CMS Pensions LawCast - June 01, 2021 11:40 - 20 minutesIn 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 ...
Episode #25 – Death benefits
CMS Pensions LawCast - May 18, 2021 11:37 - 12 minutesIn 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 ...
Episode #24 – Pension Scams
CMS Pensions LawCast - May 04, 2021 13:57 - 18 minutesIn 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 guidan...
Episode #23 – Pension Schemes Act 2021
CMS Pensions LawCast - April 20, 2021 09:14 - 21 minutesIn 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 li...
Episode #22 – GMP equalisation
CMS Pensions LawCast - March 30, 2021 10:11 - 23 minutesIn 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 ...
Episode #22 – GMP equalisation
CMS Pensions LawCast - March 30, 2021 10:11 - 23 minutesIn 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....
Episode #21 – ESG #2
CMS Pensions LawCast - March 16, 2021 08:07 - 18 minutesIn 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 ...
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