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.
HMT
Collectives
‘Enhancing the competiveness of UK funds’: hm-treasury.gov.uk/d/consult_enhancingukfunds_300409.pdf
All
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
DWP
Pensions
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
HMRC
ISAs
‘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
Pensions
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
All
Budget Day Notes: http://www.hmrc.gov.uk/budget2009/index.htm
TPR
Pensions
A statement ‘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
OPSI
Pensions
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.