March 2010
Sunday, March 21st, 2010This 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.
DWP
Pension
The Pensions Regulator (Contribution Notices) (Sum Specified following Transfer) Regulations 2010 – consultation on draft regulations – Government response: http://www.dwp.gov.uk/docs/pen-reg-response.pdf
Draft regulations: http://www.dwp.gov.uk/docs/pen-reg-draft-si.pdf
The Occupational and Personal Pension Schemes (Miscellaneous Amendments) Regulations 2010 – government response: http://www.dwp.gov.uk/docs/occ-pen-misc-regs-2010-response.pdf
Pensions Protection Fund (Miscellaneous Amendments) Regulations 2010 – Government response: Pensions Protection Fund (Miscellaneous Amendments) Regulations 2010 – Government response
HMRC
ISA
The latest ISA Bulletin is now available. It contains articles on Annual Returns of Information for 2009-10 and American Depositary Receipts (ADR)/American Depositary Shares (ADS): http://www.hmrc.gov.uk/isa/bulletin18.pdf
The latest version of guidance notes for ISA managers on how to submit annual returns of information on magnetic media: http://www.hmrc.gov.uk/isa/magmedia-spec-2008-04.pdf
Pension
HM Revenue & Customs has today published guidance on the operation of Special Annual Allowance Charge (Protected Pension Input Amounts) Order 2010 – Statutory Instrument 429/2010: http://www.hmrc.gov.uk/pensionschemes/consolidated-saa-changes.pdf
HMRC has published an overview note providing further information about the special annual allowance order: http://www.hmrc.gov.uk/pensionschemes/allowance-charge.htm
The Special Annual Allowance Charge (Protected Pension Input Amounts) Order 2010: http://www.opsi.gov.uk/si/si2010/pdf/uksi_20100429_en.pdf
Explanatory Memorandum to the Special Annual Allowance Charge (Protected Pension Input Amounts) Order 2010: http://www.opsi.gov.uk/si/si2010/em/uksiem_20100429_en.pdf
All
HMRC has pulished the new R63N which comes intro force from 06 April 2010
HMRC has published the new schedule to the R63N which also comes into force from 06 April 2010
CTF
The latest bulletins are now available: http://www.hmrc.gov.uk/ctf/bulletins.htm
OPSI
Pension
The Pension Schemes (Transfers, Reorganisations and Winding Up) (Transitional Provisions) (Amendment) Order 2010: http://www.opsi.gov.uk/si/si2010/pdf/uksi_20100529_en.pdf
The Taxation of Pensions Schemes (Rates, etc) Order 2010: http://www.opsi.gov.uk/si/si2010/pdf/uksi_20100536_en.pdf
The Pension Protection Fund (Miscellaneous Amendments) Regulations 2010: http://www.opsi.gov.uk/si/si2010/pdf/uksi_20100560_en.pdf
The Registered Pension Schemes (Provision of Information) (Amendment) Regulations 2010: http://www.opsi.gov.uk/si/si2010/pdf/uksi_20100581_en.pdf
The Registered Pension Schemes etc (Information) (Prescribed Descriptions of Persons) Regulations 2010: http://www.opsi.gov.uk/si/si2010/pdf/uksi_20100650_en.pdf
The Registered Pension Schemes (Enhanced Lifetime Allowance) (Amendment) Regulations 2010: http://www.opsi.gov.uk/si/si2010/pdf/uksi_20100651_en.pdf
The Registered Pension Schemes and Overseas Pension Schemes (Electronic Communication of Returns and Information) (Amendment) Regulations 2010: http://www.opsi.gov.uk/si/si2010/pdf/uksi_20100652_en.pdf
The Pension Protection Fund (Pension Compensation Cap) Order 2010: http://www.opsi.gov.uk/si/si2010/pdf/uksi_20100667_en.pdf
FSA
All
Consumer Complaints – Discussion Paper: http://www.fsa.gov.uk/pages/Library/Policy/DP/2010/10_01.shtml
These items were all posted during March 2010; 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.