Current Issues: Mid Month Update

  • The Mid Month Update provides a brief summary of the latest developments affecting the provision of pension scheme benefits.

  • 15 January 2012

    Including: Reporting Deadlines, Scheme Returns, Statutory Money Purchase Illustrations, ACA Survey

  • 15 December 2011

    Including: Basic State Pension, PPF Levy 2012-13, Chancellor's Autumn Statement, Auto-enrolment, Small Pension Pots

  • 15 November 2011

    Including: ONS Pension Schemes Survey, DWP Consultation on Reduced Levies, PPF Annual Report, Pensions Act 2011, Hybrid Schemes, Buy In / Buy Out Guide

  • 15 October 2011

    Including: CPI and RPI Inflation, Statutory Employers, PPF Levy 2012-13, Conflicts of Interest for Actuaries, DC Trustees

  • 15 September 2011

    Including: ONS Pension Trends, CPI and RPI, PPF Levies 2011-12, DC Scheme Returns

  • 15 August 2011

    Including: Contracting Out Consultation, Statutory Employers, Finance Act 2011, Auto Enrolment, Workplace Retirement Income Commission

  • 15 July 2011

    Including: DWP Response on CPI, Employer Debt, IAS19, Short Service Refunds

  • 15 June 2011

    Including: Inflation Rates, Death Benefit Claims, Life Expectancies, Asset Backed Contributions, Workplace Pensions Reforms

  • 15 May 2011

    Including: Equitable Life, PPF Levies, Early Access, Workplace Pension Reforms

  • 15 April 2011

    Including: Improving Scheme Administration, Pension Input Periods, Chancellor's Budget, State Pension Reform, NEST SIP

  • 15 March 2011

    Including: NISPI, Annual Allowance of £50,000, PPF Levy, ECJ Ruling, Public Sector Pensions

  • 15 February 2011

    Including: Scheme Administration, NI Contribution Rebate, PPF Levy, Regulation of DC

  • 15 January 2011

    Including: 31 January 2011 Deadline, PPF Levies, Pensions Bill 2010-11, NEST Phrasebook

  • 15 December 2010

    Including: CPI Consultation, Regulator Guidance on Multi-Employer Schemes and Employer Covenant, Transfer Values, Early Access

  • 15 November 2010

    Including: Comprehensive Spending Review, State Pension Age, Purple Book, Auto-enrolment, Investment Governance Group

  • 15 October 2010

    Including: RPI and CPI Rates, PPF Levies, Pensions Tax Relief, Return of Surplus, Public Sector Pensions

  • 15 September 2010

    Including: PPF, Equality Act, Self Investment, Securities Lending

  • 15 August 2010

    Including: Regulator's Statement on CPI, Institute and Faculty of Actuaries, Pensions Tax Relief, Default Retirement Age

  • 15 July 2010

    Including: CPI, Multi-Employer Schemes, Chancellor's Budget, Internal Controls, Transfer Incentives

  • 15 June 2010

    Including: Guidance on Record Keeping, Conflict of Interest, Monitoring Employer Covenants

  • 15 May 2010

    Including: Pension Administration Standards Association, IASB Proposals for IAS19, Pensions Issues of the new Government, Benchmark Indices for DC Pension Plans

  • 15 April 2010

    Including: PPF Levies, Chancellor's Budget, Pension Age Equalisation, NEST Charges, SMPIs, Risk Sharing Guide

  • 15 March 2010

    Including: RPI, Record Keeping, BAS Pensions Standard, PPF Levies, April 2010 Legislation

  • 15 February 2010

    Including: Standards for Member Records, 2011-12 PPF Levy, Purple Book, DC Investment Governance

  • 15 January 2010

    Including: Standard for Actuarial Modelling, PPF Levy 2010-11, Disclosure of Information, NEST

  • 15 December 2009

    Including: Trivial Commutation, Scheme Returns, ASB Recommendations, PBR, Regulator's Campaign on Governance

  • 15 November 2009

    Including: Occupational Pensions Schemes Survey, PPF Levy 2011-12, Analysis of Recovery Plans, Review of DC Literature

  • 20 October 2009

    Including: Sept 2009 RPI, PPF Levy 2010-11, Scottish Life Expectancy, Employer Debts, Default Retirement Age, Auto-Enrolment

  • 15 September 2009

    Including: Corporate Bond Yields, Actuaries' Code, Pensions Trends Survey, Personal Accounts Myth Busting

  • 15 August 2009

    Including: Accounting Standards Board, PPF Levy, PPF Valuations, DC Governance

  • 15 July 2009

    Including: Actuarial Standards, Mortality Projections, Centenarians, Material Detriment, Default Retirement Age

  • 15 June 2009

    Including: CBI Plan, Actuarial Standards, PADA Consultation Responses

  • 15 May 2009

    Including: Trivial Commutation, Scheme Funding Workshops, Investment Approach and Rules for Personal Accounts, Budget 2009

  • 15 April 2009

    Including: Repayment of Tax on Investment Income, Notifiable Events Abolished, Obesity Study, PPF Compensation Cap

  • 15 March 2009

    Including: April 2009 Benefit Calculation Changes, Review of Disclosure Regime, Regulator's Statement on Scheme Funding, Consultation on Automatic Enrolment

  • 15 February 2009

    Including: RPI for Dec 2008, PPF Levies, Personal Accounts, NAPF Survey

  • 15 January 2009

    Including: Equitable Life, Material Detriment, The Purple Book, Record Keeping

  • 15 December 2008

    Including: Consultation on PPF Levy, Final Scaling Factor, Pre Budget Report, Pensions Act 2008, Risk Sharing

  • 15 November 2008

    Including: Mortality Statistics, PPF Levies, Regulator's Anti-Avoidance Powers, Section 75 Debts

  • 15 October 2008

    Including: RPI Inflation, Mortality Trigger, PPF Levy 2009-10, Transfer Values, Member Communication, Conflicts, TKU

  • 15 September 2008

    Including: Conversion of GMPs, Return of Surplus, Solvency II, ACA Survey of Small Schemes

  • 15 August 2008

    Including: Equitable Life, Transfer Values, Mortality, Record Keeping

  • 15 July 2008

    Including: Membership Statistics, Scheme Wind Up Guidance, SIPPs, Ban on Encouraging Opt Out

  • 15 June 2008

    Including: Final Factors for PPF levies, Guidance on Adviser Relations, Risk Sharing Consultation

  • 15 May 2008

    Including: Good Practice Guide for DC, Annuity Rates, Powers of the Pensions Regulator, GMP Equalisation

  • 15 April 2008

    Including: Pension Payroll, Transfer Values, Clearance Guidance, Myners Principles

  • 15 March 2008

    Including: Scheme Wind Up, Stranded Pensions, Conflicts of Interest, Employer Debt

  • 15 February 2008

    Including: Accounting for Pensions Cost, Mortality, PPF Assumptions

  • 15 January 2008

    Including: PPF Levies, Mortality Tables, The Purple Book, Buy Out

  • 15 December 2007

    Including: tPR Scheme Returns, PPF Levies for 2008-09, Pensions Bill 2007.

  • 15 November 2007

    Including: Transfer Values, Revaluation Rate for Deferred Pensions, the Queen's Speech.

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