Latest Trustees Podcast Episodes
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 ...
Episode #20 – Collective DC
CMS Pensions LawCast - March 02, 2021 10:59 - 23 minutesIn 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 pod...
Episode #19 – ESG #1
CMS Pensions LawCast - February 16, 2021 08:03 - 23 minutesIn this episode Jae Fassam, Laura Houët and Tasmin Patel provide an update on ESG. This is the first episode in our ESG series. In particular, the group looks at: What is ESG investing, and why does it matter? Recent developments Issues for trustees: DWP Consultation “Taking action on clima...
Pension scams
TPR Talks - February 09, 2021 15:00 - 26 minutesWelcome to the first of our new series of podcasts, TPR Talks. In this episode, Margaret Snowdon, Chair of the Pension Scams Industry Group and Nicola Parish, TPR’s Executive Director of Frontline Regulation explain why the pensions industry should, and can, do more to fight scams, why there are...
Episode #18 – Master Trusts #3
CMS Pensions LawCast - February 02, 2021 11:06 - 16 minutesIn this episode Caroline Kurup and Chris Ransom provide an update on Master Trusts. This is the final episode in our Master Trust series. In particular, the group looks at: Legal developments on the horizon; How to address the small pots problem; Changes to the general levy coming to master t...
Episode #17 – Master Trusts #2
CMS Pensions LawCast - January 19, 2021 09:47 - 15 minutesIn this episode Jae Fassam and Tom Bates provide an update on Master Trusts. This is episode 2 in a 3 part series on Master Trusts. In particular, the group looks at: Ongoing considerations for trustees of master trusts; How trustee governance works in a master trust; The opportunities for a...
Episode #16 – Update on the year ahead
CMS Pensions LawCast - January 05, 2021 08:58 - 18 minutesIn this episode Caroline Kurup, Johanna Clarke and Doyin Olugbemiga provide an update on the year ahead. In particular, the group looks at: Pension Schemes Act; Funding; Consolidator Vehicles; GMP Equalisation; and Investment and Governance. To find out more about our Pensions team or thi...
Episode #15 – The Pensions Ombudsman
CMS Pensions LawCast - December 08, 2020 08:37 - 19 minutesIn this episode Mark Jenkins, Laura Clarke and Tara Rogers discuss trends they are seeing coming out of the Pensions Ombudsman. In particular, the group looks at: A shift in approach to resolving complaints through informal dispute resolution; Key trends arising out of TPO determinations; and ...
Episode #14 – Defined Benefit Member Options and Liability Management
CMS Pensions LawCast - November 24, 2020 10:08 - 22 minutesIn this episode Pete Coyne, Laura McLaughlin and Thibault Jeakings are joined by Abigail Currie from Willis Towers Watson to discuss Defined Benefit Member Options and Liability Management. In particular, the group looks at: Background and evolution in use of liability management ex...
Episode #14 – Defined Benefit Member Options and Liability Management
CMS Pensions LawCast - November 24, 2020 10:08 - 22 minutesIn this episode Pete Coyne, Laura McLaughlin and Thibault Jeakings are joined by Abigail Currie from Willis Towers Watson to discuss Defined Benefit Member Options and Liability Management. In particular, the group looks at: Background and evolution in use of liability management exercises to i...
Episode #13 – Master Trusts
CMS Pensions LawCast - November 10, 2020 08:47 - 22 minutesIn this episode Keith Webster, Katie Millard and Harriet Cleal discuss Master Trusts. In particular, the group looks at: What is a Master Trust?; Recent developments; and Transferring to a Master Trust. To find out more about our Pensions team or this podcast, head to cms.law.
Episode #12 – Pensions Regulator Investigations
CMS Pensions LawCast - October 27, 2020 11:13 - 20 minutesIn this episode Jennifer Bell, Richard Gibson and Simon Evans discuss the investigatory powers of The Pensions Regulator. In particular, the group looks at: Current powers; Future developments; and Practical experience and tips. To find out more about our Pensions team or this podcast, head ...
Episode #11 – Bulk Annuities’
CMS Pensions LawCast - October 13, 2020 10:41 - 20 minutesThis is the final episode in a three-part series on pensions de-risking. In this episode Maria Rodia, Amanda Chamming's and Elaine He are joined by Uzma Nazir from the Pension Insurance Corporation to discuss Bulk Annuities’.
Episode #11 – Bulk Annuities
CMS Pensions LawCast - October 13, 2020 10:41 - 20 minutesThis is the final episode in a three-part series on pensions de-risking. In this episode Maria Rodia, Amanda Chamming's and Elaine He are joined by Uzma Nazir from the Pension Insurance Corporation to discuss Bulk Annuities. In particular, the group looks at: Market updates; Residual risks; P...
Episode #10 – DB Consolidators
CMS Pensions LawCast - September 29, 2020 09:51 - 12 minutesThis is the second episode in a three-part series on pensions de-risking. In this episode Caroline Kurup, Kate Richards and Amanda Chamming's discuss DB Consolidators. In particular, the group looks at: Stakeholders; TPR guidance for those setting up and running a DB superfund; TPR guidance ...
Episode #9 – Longevity Swaps
CMS Pensions LawCast - September 15, 2020 07:41 - 31 minutesIn this episode James Parker is joined by Ian Aley from Willis Towers Watson and Amy Kessler from Prudential Financial, Inc. to discuss longevity swaps. In particular, the group looks at: What is longevity risk and what is a longevity swap?; What determines if / when schemes undertake a longe...
Episode #8 – Litigation
CMS Pensions LawCast - September 01, 2020 10:05 - 33 minutesIn this episode Neil Smith, Tim Green and Neal Gibson are joined by Roxana Pierce from Robbins Geller Rudman & Dowd LLP to discuss Litigation. In particular, the group looks at: Types of pensions claims; Part 7; Part 8; Litigation trends; and US perspective - class actions. To find out mo...
Episode #7 – ESG
CMS Pensions LawCast - August 18, 2020 09:01 - 20 minutesIn our seventh episode Dominic Harris, Laura Houët and Thibault Jeakings discuss ESG. In particular, the group looks at: Non-financial factors; Disclosure Regulation; and What's in the pipeline? To find out more about our Pensions team or this podcast, head to cms.law.
Episode #6 – Corporate Insolvency & Governance Act
CMS Pensions LawCast - August 04, 2020 06:53 - 33 minutesIn our sixth episode, CMS Pensions experts Mark Jenkins, Glen Flannery and Katherine Sidders discuss the Corporate Insolvency & Governance Act. In particular, the group looks at: Moratorium; Super-priority; Restructuring plan; and Implications for DB Schemes To find out more about our Pen...
Episode #5 – Pension Schemes Bill
CMS Pensions LawCast - July 21, 2020 06:34 - 20 minutesIn our fifth episode, Dominic Harris, Victoria Mance and Simon Evans discuss the Pension Schemes Bill. In particular, the group looks at: Criminal offences; 'The paper trail' and protecting yourself; and Scheme funding and investment. To find out more about our Pensions team or this podcas...
Episode #4 – RPI reform
CMS Pensions LawCast - July 05, 2020 23:00 - 19 minutesIn our fourth episode, CMS Pensions experts Keith Webster, Alex Tomlinson and Kate Freeman discuss RPI reform. In particular, the group looks at: Recent cases and implications; Consultation on proposed changes; and Impact of the reform and what trustees should consider. To find out more abo...
Episode #3 - Pension transfers
CMS Pensions LawCast - June 21, 2020 23:00 - 14 minutesCMS Pensions experts Pete Coyne, Amanda Chamming's and Alex Nicklin discuss issues related to pension transfers from occupational pension schemes. In particular they look at: The impact of COVID-19 Issues for DB and DC schemes Scams To find out more about our Pensions team or this podcast,...
Episode #2 – Governance and agile decision making
CMS Pensions LawCast - June 05, 2020 15:30 - 16 minutesIn our second episode Kate Richards, Emma Frost and Tasmin Patel discuss governance and agile decision making in current circumstances. In particular we look at: Trustee decision-making in lockdown; and executing documents in lockdown. To find out more about our Pensions team or this podcas...
Episode #1 - Reducing Contributions
CMS Pensions LawCast - May 22, 2020 07:00 - 17 minutesWelcome to the very first episode of the CMS Pensions LawCast series. In our first instalment, our resident Pensions experts Mark Grant, Johanna Clarke, Laura Clarke and Kayleigh Garforth discuss reducing contributions, covering topics including: What is ordinarily required?; Deferring DB Cont...
008 - Government Assistance & AISH
We Advocate - April 10, 2020 12:00 - 29 minutesUnder provincial rules, AISH recipients can work part-time to supplement their $1,685 monthly payments by up to $1,072 a month without a clawback. But unlike other Canadians,AISH recipients who are no longer working because of COVID-19 are not equally entitled to the same emergency relief funds....
007 - Overview of Guardianship & Trusteeship
We Advocate - April 08, 2020 04:00 - 49 minutesApologies for the late arrival of this episode. Today's episode is a general overview of Guardianship and Trusteeship. What is it? Why is it required? What protections are in place as part of the application process? What is the Capacity Assessment Report and why is it the foundation of the appl...
006 - Covid-19 Reflections
We Advocate - March 21, 2020 12:00 - 25 minutesWe felt compelled to pause our regular teaching and provide you some of our reflections regarding the past few weeks and the Covid-19 pandemic. No family has been unaffected. We don't know where the future lies but it was weighing on our hearts to share some of our thoughts in this ever-changing...
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