May 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

Pensions

Revised form CA1544: National Insurance Services to Pensions Industry – form CA1544 (PDF 57K)

Revised form CA1545: National Insurance Services to Pensions Industry – form CA1545 (PDF 58K)

Revised form CA1548: National Insurance Services to Pensions Industry – form CA1548 (PDF 60K)

Revised form CA1550: National Insurance Services to Pensions Industry – form CA150 (PDF 66K)

Pension statistics: http://www.hmrc.gov.uk/stats/pensions/menu.htm

List of QROPS: http://www.hmrc.gov.uk/pensionschemes/qrops.pdf

Pension Schemes Newsletter No 37: http://www.hmrc.gov.uk/pensionschemes/ps-newsletter37.htm

Offshore Funds

Draft guidance for a new definition of ‘offshore funds’ re Finance Act 2008: http://www.hmrc.gov.uk/collective/new-offshore-funds.pdf

ISAs

ISA Bulletin 12: http://www.hmrc.gov.uk/isa/bulletin12-2.htm

ISA statistics: http://www.hmrc.gov.uk/stats/isa/menu.htm

PADA

Pensions

Responses to the PADA consultation paper ‘Building personal accounts: securing a retirement income’: http://www.padeliveryauthority.org.uk/consultation-responses-income.asp

Investment Discussion Paper: http://www.padeliveryauthority.org.uk/investment-discussion-paper.asp

OPSI

Pensions

SI 2009/1172 ‘The Taxation of Pension Schemes (Transitional Provisions) (Amendment) Order 2009’: http://www.opsi.gov.uk/si/si2009/pdf/uksi_20091172_en.pdf

SI 2009/1171 ‘The Registered Pension Schemes (Authorised Payments) Regulations 2009’: http://www.opsi.gov.uk/si/si2009/pdf/uksi_20091171_en.pdf

SI2009/1311 ‘The Pension Schemes (Reduction in Pension Rates) (Amendment) Regulations 2009’: SI 2009/1311 – Print Version (PDF – 90 kb)

These items were all posted during May 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.