March 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
ISAs
‘ISA Bulletin 9’: http://www.hmrc.gov.uk/isa/isa-guidance-notes-2008.pdf
New guidance re the ‘ISA Manager Annual Return’: http://www.hmrc.gov.uk/isa/magmedia-spec-2008-04.pdf
Pensions
updated Pensions Factsheets: http://www.hmrc.gov.uk/pensionschemes/simplification-factsheets.htm
OPSI
Pensions
SI 2009/809 ‘The Pensions Act 2008 (Commencement No. 3 and Consequential Provisions) Order 2009’: http://www.opsi.gov.uk/si/si2009/pdf/uksi_20090809_en.pdf
SI2009/617 ‘The Pensions Regulator (Miscellaneous Amendment) Regulations 2009’: http://www.opsi.gov.uk/si/si2009/pdf/uksi_20090617_en.pdf
SI 2009/615 ‘The Occupational, Personal and Stakeholder Pensions (Miscellaneous Amendments) Regulations 2009’: http://www.opsi.gov.uk/si/si2009/pdf/uksi_20090615_en.pdf
SI 2009/598 ‘The Pensions Act 2008 (Abolition of Safeguarded Rights) (Consequential) Order 2009’: http://www.opsi.gov.uk/si/si2009/pdf/uksi_20090598_en.pdf
OEICs
SI 2009/553 ‘The Open-Ended Investment Companies (Amendment) Regulations 2009’: http://www.opsi.gov.uk/si/si2009/pdf/uksi_20090553_en.pdf
Unit Trusts
SI 2009/555 ‘The Unit Trusts (Electronic Communications) Order 2009’:
http://www.opsi.gov.uk/si/si2009/pdf/uksi_20090555_en.pdf
These items were all posted during March 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.