Are all past bulk transfers legally valid?

by Brian Spence   •  
The snappily titled The Occupational, Personal and Stakeholder Pensions (Miscellaneous Amendments) Regulations 2009 provide (among many other things) for connected employer bulk transfers to be made from a formerly contracted out scheme (such as a closed pension scheme) as opposed to only from a currently contracted-out scheme without consent from 6 April 2009. Bit of an arcane point but I wonder how many transfers were made in breach of the old rules - I can think of at least one where the lawyers may have got this wrong. I suspect there are may be others. Would suggest schemes take legal advice to make sure they tie up any loose ends.

Further reading

Government spending in response to Covid-19

by James Sweetnam   •  

Adding value for the PPF

by Julie-Anne Jones   •  

Lessons learned

by John Wilson   •  

More Insights?