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Our 147th edition of PATHways highlights pensions news and legislation that has particular relevance to what we do in pension administration.

The following topics are covered in the below edition of PATHways:

  • Pension schemes newsletter 149
    • Spring Budget 2023 – LTA
    • Annual Allowance calculator
    • Pension Scheme Return
    • Event Report
  • FCA guidance on transfer requests from overseas advisers
  • TPR news
    • Using leveraged liability driven investment (LDI)
    • TPR Corporate Plan 2023/2024
    • Equality diversity and inclusion (EDI) guidance
    • New regulatory initiative – checking that savers are receiving value from their pensions

Bhavna Baines contributed to the writing of this newsletter.

 

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PATHways 147 - Pension Administration Technical Help

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