July 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.
HMRC
ISA
Latest ISA statistics (which for some reason are still referred to as Pension ISAs)
Updated ISA manager application form
Latest list of ISA Managers
Pensions
Anti forestalling – questions and answers
Pension sharing on divorce amendments
OPSI
All
Pensions
SI 2009/2031 ‘The Special Annual Allowance Charge (Application to Members of Currently-Relieved Non-UK Pension Schemes) Order 2009’
SI 2009/1989 ‘The Taxation of Pension Schemes (Transitional Provisions) (Amendment No. 2) Order 2009’
ISA
SI 2009/1994 ‘The Individual Savings Account (Amendment No. 2) Regulations 2009’
TPR
Pensions
Standards in defined contribution (DC) pensions
HMT
Funds
Consultation re protected cell regime for OEICs
These items were all posted during July 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.