Pensions

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Pensions

Technical Consultation – Inheritance Tax On Pensions: Liability, Reporting and Payment

In general, we are supportive of the government’s aim to ensure that pensions are used for the primary purpose of providing an income for the member, and while individuals may have other assets to use in their ...

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Pensions

Pensions Investment Review: Unlocking the UK Pensions Market for Growth

The government’s work on pension systems is acknowledged, but we are concerned about the focus on productive finance and its benefits for members. GAD’s modelling shows only marginal benefits, and there is a ne...

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Pensions

Broadstone advises Just Group’s £43 million full-scheme buy-in for The Wednesbury Pension Scheme

Deal with Just Group secures the benefits of all 384 members £43 million transaction completed following a competitive process Broadstone’s SM&RT Insure process helped generate the competitive process...

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Pensions

Pensions Review

The Government’s first meaningful discussion with the industry is part 1 of their much trailed Pensions Investment Review. The Review has key goals to increase investment in UK assets and also to accelerate ...

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Pensions

What is a Pension Trustee?

There are over 25,000 trust based pension schemes in the UK. A trust-based pension scheme is a workplace or personal pension run by a group of trustees. A pension trustee is a critical figure in the operation a...

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Pensions

Broadstone works with advisers and the Trustees to secure the UK’s second ever superfund transaction with Clara

Broadstone supports the Debenhams Retirement Scheme on the £600 million deal – the second ever UK superfund transaction – and the first transaction from a scheme that has been through a Pension Prot...

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Pensions

Spring Statement Pensions Preview: A quiet fiscal event for pensions with tax tinkering to dominate

Complex consultations and General Election on the horizon could deliver quiet budget for pensions industry State Pension triple lock likely to be backed by Conservatives with tax cuts expected to dominate Broa...

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Pensions

Pulling the Right Levers: What action to take Amidst Economic Turbulence

The UK continues to face a challenging and uncertain economic landscape. High fuel and food prices, a current bank rate of 5.25% (with more news expected on the 1st of February), high inflation (4% against a ta...

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Pensions

Autumn Statement Webinar

On the 4 December 2023 we collated a great panel to discuss the DB aspects of the Autumn statement with particular focus on defining productive finance, Trusteeship developments, refund of surplus, public secto...