February 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.



SI 2009/406 ‘The Pensions Act 2007 (Commencement No.3) Order 2009’: http://www.opsi.gov.uk/si/si2009/pdf/uksi_20090406_en.pdf

SI 2009/325 ‘The Pensions Act 2004 (Commencement No.12) Order 2009’: http://www.opsi.gov.uk/si/si2009/pdf/uksi_20090325_en.pdf

SI 2009/200 ‘The Occupational Pension Schemes (Levy Ceiling – Earnings Percentage Increase) Order 2009’: http://www.opsi.gov.uk/si/si2009/pdf/uksi_20090200_en.pdf



New model ISA transfer forms: http://www.hmrc.gov.uk/isa/transfer-isa.htm

‘ISA Bulletin 8’: http://www.hmrc.gov.uk/isa/bulletin8-2009.htm

Update of the introductory text to the ‘Guidance Notes for ISA Managers’: http://www.hmrc.gov.uk/isa/isa-guidance-notes-2008.pdf


Details of the notional earnings cap for 2009/10: http://www.hmrc.gov.uk/pensionschemes/earns-cap-0910.htm

Offshore Funds

Updated list of funds which have applied for distributing offshore fund status as at 01/02/09: http://www.hmrc.gov.uk/offshorefunds/dist_fundlist.htm

These items were all posted during February 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.