ACA survey supports trustees being at heart of process to release DB pension fund surplus

A major survey of our members – all consulting actuaries, who will be key advisers to trustees in making decisions on the release of defined benefit (DB) pension surplus, has underscored that trustees should be at the heart of the Read More ... more »»

A major survey of our members – all consulting actuaries, who will be key advisers to trustees in making decisions on the release of defined benefit (DB) pension surplus, has underscored that trustees should be at the heart of the Read More …

ACA says separate pension inheritance tax regime should be considered

In our response to the HMRC Inheritance Tax on pensions: liability, reporting and payment consultation, we welcome the fact that HMRC has provided more time for implementation, but say that radical changes to the proposals will be required if they Read More ... more »»

In our response to the HMRC Inheritance Tax on pensions: liability, reporting and payment consultation, we welcome the fact that HMRC has provided more time for implementation, but say that radical changes to the proposals will be required if they Read More …

Budget 2023 – death benefits update from HMRC

Following recent concerns over a possible change of process that was described in Lifetime allowance guidance newsletter — March 2023 – GOV.UK (www.gov.uk) , HMRC has asked that we (and other stakeholders they have contacted) share the following message from Read More ... more »»

Following recent concerns over a possible change of process that was described in Lifetime allowance guidance newsletter — March 2023 – GOV.UK (www.gov.uk) , HMRC has asked that we (and other stakeholders they have contacted) share the following message from Read More …

The Pandemic and Projections

A presentation by Cobus Daneel, pensions actuary at WTW, where he leads the team setting mortality assumption guidance.  He is also Chair of the CMI Mortality Projections Committee.  His presentation included some personal comments (under private meeting rules). more »»

A presentation by Cobus Daneel, pensions actuary at WTW, where he leads the team setting mortality assumption guidance.  He is also Chair of the CMI Mortality Projections Committee.  His presentation included some personal comments (under private meeting rules).

Pension De-Risking panel

Our  panel was made up of Sumit Mehta, Head of Investment Solutions at L&G; Matt  Collins, Head of Business Development at SCOR and Sammy Cooper-Smith, Head of Business Development at Rothesay. Click HERE for Summit Mehta’s presentation and HERE for Matt Collins’s.   more »»

Our  panel was made up of Sumit Mehta, Head of Investment Solutions at L&G; Matt  Collins, Head of Business Development at SCOR and Sammy Cooper-Smith, Head of Business Development at Rothesay. Click HERE for Summit Mehta’s presentation and HERE for Matt Collins’s.  

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