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      Admin & Data Forum 2021

      This concise half-day event will explore a variety of different issues affecting scheme managers, through a combination of informative presentations and interactive panel debates, including GMP equalisation, the pensions dashboard, the accuracy and quality of members data and the latest trends in scheme administration.

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      UK Pensions Awards 2021

      The UK Pensions Awards – now in their 24th year – remain the industry's most prestigious accolades. They shine the light on excellence and recognise the advisers, providers and investment managers that offer the highest level of innovation, performance and service to occupational pension schemes and their members, and have done the most to improve this over the past year.

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      So far, DC plans have largely been focused on the onset of auto-enrolment and changes to the regulatory framework - be it the ‘charge cap,' ‘pension freedoms' or consultations around ‘value for money', says Annabel Tonry, Executive Director at J.P. Morgan Asset Management (JPMAM).

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      In 2015 George Osborne, then the UK Chancellor of the Exchequer, decided that those age over 55 could take much more of their pension in cash. This has since opened up a range of possibilities for DC scheme members in the world of pensions.

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  • Admin / Technology

Updated: GMP Equalisation Working Group publishes guidance on tax issues

The guidance aims to help schemes tackle equalisation projects in a 'pragmatic' way
The guidance aims to help schemes tackle equalisation projects in a 'pragmatic' way
  • Holly Roach
  • Holly Roach
  • @HollyPensions
  • 16 February 2021
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The GMP Equalisation Working Group has published further good practice guidance covering the tax issues relating to the equalisation of GMPs.

The guidance highlights tax issues which schemes may face when adjusting benefits to correct for the inequalities of GMPs and it identifies possible approaches for dealing with those issues. The industry-wide...

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