Equalisation: a judicial change of approach?

Jason Shaw

The knotty question of whether a pension scheme has been properly equalised or not is an issue that the industry has been grappling with for over 20 years – and it’s still causing headaches. The story will be familiar to most of us: “The trustees thought we’d equalised retirement ages, the company thought we had, Read More

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Protected rights problem: risk to short service refunds from pension schemes

Sonya Fraser

I’ve been considering the impact of the abolition of protected rights since last summer and yet new issues keep coming out of the woodwork!  The latest is the possibility that paying short service refund lump sums from a pension scheme where the member has ex-protected rights could be an unauthorised payment unless the scheme rules Read More

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