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.



‘ISA Bulletin 9’:

New guidance re the ‘ISA Manager Annual Return’:


updated Pensions Factsheets:



SI 2009/809 ‘The Pensions Act 2008 (Commencement No. 3 and Consequential Provisions) Order 2009’:

SI2009/617 ‘The Pensions Regulator (Miscellaneous Amendment) Regulations 2009’:

SI 2009/615 ‘The Occupational, Personal and Stakeholder Pensions (Miscellaneous Amendments) Regulations 2009’:

SI 2009/598 ‘The Pensions Act 2008 (Abolition of Safeguarded Rights) (Consequential) Order 2009’:


SI 2009/553 ‘The Open-Ended Investment Companies (Amendment) Regulations 2009’:

Unit Trusts

SI 2009/555 ‘The Unit Trusts (Electronic Communications) Order 2009’:

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.