Xafinity Intouch - Archive



In this issue...

  • The Chancellor’s Autumn Statement

  • An update on Lifetime Allowance Protection

  • The latest in the saga around VAT on pension services

  • An update on the first six months of Freedom and Choice

  • A reminder about changes to pension scheme accounts

This month’s issue looks at the first 6 months of Freedom and Choice, with a particular focus on Defined Contribution pension schemes.

In this issue...

  • FRS 102 - Are you prepared?

  • Refunding an ongoing funding surplus

  • PPF draft determination

  • Pension scams

  • DB transfer activity - latest update on quotation volumes

In this issue...

  • Changes to pensions tax relief – an update

  • Volume of transfer quotation requests

  • Investment: our thoughts on diversified lending

  • DC exit charges and the pension transfer process

  • Buy-in/out market developments

In this issue...

  • Changes to the taxation of pension benefits

  • Introducing non-pensionable salary increases: “Implied duty” of good faith

  • DC scheme return 2015

  • 10 interesting facts about trivial commutation

In this issue...

  • Forthcoming changes to pensions taxation likely

  • The Pensions Regulator’s funding statement 2015

  • Have DB to DC transfers increased?

  • PPF CEO disappointed by low LDI take-up

  • Providing DC flexibility - how Xafinity can help

  • Upcoming events

  • Intouch: May 2015

In this issue...

  • Pensions Regulator issues final guidance on DB to DC transfers

  • The end of contracting-out – decisions required by all schemes currently open

In this issue...

  • Pension implications of the 2015 General Election

  • New Code of Good Practice on Pension Liberation

  • Pension changes in the 2015 Budget

  • Intouch: February 2015

In this issue...

  • Pensions Regulator urges Trustee action on DB to DC transfers

  • Johnson review of inflation measures

  • Treatment of pensions on bankruptcy

  • Pension Schemes Bill

  • Time-limited transfer opportunity for certain members

  • Auto Enrolment

  • Forthcoming PPF deadlines

  • Trustee training - topical sessions

  • Forthcoming webinar - 'Freedom and Choice in reality'

In this issue...

  • Freedom and Choice: Our recent online seminar 

  • Pension liberation

  • PPF Final Determination

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In this issue...

  • The Chancellor’s Autumn Statement

  • Company accounting for pensions - 2014 developments

  • Changes to pension scheme accounts

  • Changes to pension scheme returns

  • VAT on pension scheme services​

In this issue...

  • Is it time to consider alternative kinds of bond investment?

  • Transfer requests from DB to DC schemes

  • Taxation of Pensions Bill laid before Parliament

  • The duty of Trustees to explain their decisions

  • Latest PPF levy developments

In this issue...

  • Freedom and Choice

  • AVC Governance

  • PPF Levy

  • NEST Restrictions

  • New Look for Intouch

In this issue...

  • Legislation Update

  • The Funding Code

  • Defined Ambition

  • Corporate Healthcare

  • LDI

  • PPF Levy

  • GMP reconciliation

  • Pension Schemes + VAT

In this issue...

  • Budget 2014
    - DC Investment Strategy
    - The changing pension landscape
    - Trivial Commutation
    - DC pension changes
    - Transfer Values

  • New Pensions Directive

  • Same sex marriages

  • Disclosure requirements

  • Pension Schemes and VAT

  • SORP on the way

In this issue...

  • Bulk Annuities

  • Defined Ambition

  • Money Purchase Definition

  • Fair Deal 

  • Retirement Decisions

  • Fundamental Investing 

  • Pension Liberation Fraud

  • Auto-enrolment 

  • Funding DB

If you would like a copy of a previously published Intouch that is not displaying on this page please visit the Intouch Archive or email us atmarketing@xafinity.com


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020 3764 2636

Please note that the team will not be able to help with pension scheme enquiries, these should be directed to 0118 918 5419.