ARIES INSIGHT:

  GUIDANCE ON THE MEANING AND IMPACT
  OF PENSIONS LEGISLATION CHANGES
 

  – click to see this month's example  

 
  MASTER TRUST: FORMS OF READINESS
This is a process known as a 'readiness review' and it was flagged last month when TPR launched its consultation on the draft Master Trust Code. The forms and associated guidance (where necessary) are:

Scheme financial details:   The Template and the Guidance

Scheme funder:   The Exemption Request Form and Participating Employers Form

TPR makes the point that formidable as this raft of documentation looks, it does not cover everything. A summary of "requirements and evidence you will need to consider and provide when completing your draft authorisation application,

as part of the readiness review" runs to six pages.

The online portal for submission of these forms will be available from early May until 15 June 2018. TPR will offer guidance about the quality of the evidence in the draft application by the end of August 2018. It will not offer feedback on whether the application would be successful. . . .

20 Apr 2018   Check other news items

Aries monitors every development in new and proposed legislation

Guidance on the meaning and impact of Pensions Legislation changes

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