2 June 2025
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Trustee Quarterly Update June 2025

To The Point
(10 min read)

We take a look at the key developments for UK pension scheme trustees over the past quarter.  These include the Government's announcement regarding changes to the law on pension scheme surpluses, and also  some HMRC research indicating that the tax treatment of salary sacrifice arrangements is under active consideration.  We also consider some Pensions Ombudsman decisions with wider relevance.  These include a case where a member complained about the time taken to achieve GMP equalisation, and a case where the Ombudsman acknowledged that there are limits to the level of investigation that can be expected from a decision-maker in a death benefits case.

Cases
Legislation
Pensions Ombudsman
Pensions Dashboards
Pensions Regulator
DC developments
Miscellaneous

To the Point 


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