June 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

ISA statistics (which HMRC refer to as Pension ISA stats)
Bulletin No 14
Bulletin No 13

Pensions

APSS161 to pre-register as a scheme administrator or scheme practitioner
Latest list of QROPS
Lifetime Protection Notification forms have been turned into pdfs
New Scheme Administrators and Practitioners must pre-register with HMRC on-line

OPSI

General

SI2009/1342 ‘The Financial Services and Markets Act 2000 (Regulated Activities) (Amendment) Order 2009’

Pensions

SI 2009/1566 ‘The Pensions Act 2008 (Commencement No. 4) Order 2009’
SI 2009/1565 ‘The Pensions Act 2004 (Code of Practice) (Material Detriment Test) Appointed Day Order 2009’

ISA

SI 2009/1550: ‘The Individual Savings Account (Amendment) Regulations 2009’

These items were all posted during June 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.