April 2009

This is a non exhaustive list of news items which may be relevant to wrap platform providers and the providers of products which typically sit on the platforms.



‘Enhancing the competiveness of UK funds’: hm-treasury.gov.uk/d/consult_enhancingukfunds_300409.pdf


Finance Bill 2009: http://www.hmrc.gov.uk/finance_bill2009/index.htm

Progress of the Bill through Parliament: http://services.parliament.uk/bills/2008-09/finance.html

Explanatory notes re the Finance Bill: http://www.hm-treasury.gov.uk/financebill_2009_index.htm

Budget Day Notes: http://www.hm-treasury.gov.uk/bud_bud09_index.htm



Briefing pack for advisers re State Pensions Reform: dwp.gov.uk/pensionsreform/pdfs/third-party-briefing-pack.pdf

Consultation document re personal accounts. Consultation runs to 20/07/09: consultations/2009/draft-scheme-order-and-rules28april2009.pdf

Response to the consultation re ‘The Occupational, Personal and Stakeholder Pensions (Miscellaneous Amendments) Regulations 2009’: dwp.gov.uk/consultations/2008/pensions-misc-regs-response.pdf



‘ISA Bulletin 11’: http://www.hmrc.gov.uk/isa/bulletin11.htm

Draft of ‘The Individual Savings Account (Amendment) Regulations 2009’ which is out for consultation to 20/05/09: http://www.hmrc.gov.uk/isa/si-2009-incometax.pdf

Latest list of ISA managers: http://www.hmrc.gov.uk/isa/isa-managers.pdf

‘ISA Bulletin 10’: http://www.hmrc.gov.uk/isa/bulletin10.htm


Guidance notes for ‘stakeholder pension schemes’: http://www.hmrc.gov.uk/stakepension/index.htm

Removal of its pension simplification information all of which can now be found in the Pension Factsheets: hmrc.gov.uk/pensionschemes/simplification-factsheets.htm

List of recent amendments and updates to the ‘Registered Pension Scheme Manual’: manuals/rpsmmanual/updates/rpsmupdate020409.htm

Updated its publication ‘Guidance for pension and annuity payers’: http://www.hmrc.gov.uk/employers/pen-annuity-guide.pdf

New guidance on the reclaim of tax deducted on interest and investment income for registered pension schemes which comes into force on 01 August 2009: http://www.hmrc.gov.uk/pensionschemes/20090406_guidance.pdf


Budget Day Notes: http://www.hmrc.gov.uk/budget2009/index.htm



A┬ástatement ‘alert to risks in the economic downturn’: thepensionsregulator.gov.uk/pdf/EconomicDownturnStatement.pdf

‘Corporate Plan for 2009-12’: thepensionsregulator.gov.uk/pdf/CorporatePlan20092012.pdf

Updated the notes to APSS302 to include the new HMRC banking details: http://www.hmrc.gov.uk/pensionschemes/apss302-notes08.pdf



SI 2009/846 ‘The Occupational Pension Schemes (Contracting-out) (Amendment) Regulations 2009’: http://www.opsi.gov.uk/si/si2009/pdf/uksi_20090846_en.pdf

These items were all posted during April 2009; whilst all links were tested at the time they were included no guarantee can be made as to how long they will continue to function.