3 June 2024
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Trustee Quarterly Update – June 2024

To The Point
(15 min read)

This Update takes a look at key legal developments for pension scheme trustees over the past quarter.  These include a detailed Pensions Ombudsman determination on the defences that a member may have to the trustees reducing a pension to recoup past overpayments.  We also consider the implications of a High Court judgment in a case where hundreds of members brought data protection claims after the scheme administrator sent multiple benefit statements to out of date addresses.  The abolition of the lifetime allowance continues to give rise to numerous issues relating to points of detail.  We consider the latest announcements from HMRC on these points.

Pensions Regulator
Lifetime allowance abolition developments
Pensions Ombudsman
DC developments

To the Point 

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