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Russia and Ukraine - issues for pension scheme trustees

The Russian invasion of Ukraine presents issues for pension scheme trustees to consider. Alongside clear implications regarding investments and the need to comply with sanctions, these may include questions about covenant, funding, cyber security and scam risks.

This briefing addresses the issues most likely to arise, some of which are also noted by the Pensions Regulator in its guidance.

ICLG: Environmental, Social & Governance Law 2022

Derivatives & Structured Products Partner, Jonathan Gilmour, and Pensions Partner, Andy Lewis, have jointly contributed to the recently published International Comparative Legal Guide on Environmental, Social & Governance Law 2022. Their chapter outlines the key aspects of ESG law for occupational pension schemes and argue for a wider governance perspective, as well as a pure investment perspective, when approaching ESG.

CMA Order: don't forget to self-certify

There is an approaching deadline (7 January 2022) for trustees again to self-certify their compliance with the Competition and Markets Authority (CMA) Order regarding investment consultants' objectives and tenders for fiduciary management services.

Pension scams: new statutory transfer right restrictions

The Government has laid regulations to restrict individuals' statutory transfer rights in specified circumstances, with the aim of helping trustees to stop scam transfers.

The legislation has effect in relation to applications for DB transfer value statements of entitlement or DC transfer requests made on or after 30 November 2021. Trustees who make statutory transfers need to ensure that their transfer processes and communications are aligned with the legislation.

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