Industry News
Latest Industry News
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June 14, 2004
Pension shortfall hits bid for WH Smith
The discussions between Permira, the private equity group and WH Smiths have drawn attention to the importance of pensions in mergers and acquisitions. The WH Smith pension scheme has a deficit in excess of £200 million. Contributions are currently being paid with a view to eliminating this over 12 years. Permira bid £940 million for [...]
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June 9, 2004
Pensions Simplification and the £1.5 million Cap
The pension simplification regime introduces a lifetime limit (initially £1.5million but set to grow). The new regime comes in to play from April 2006. The intention is that members can accumulate funds (from all sources) up to the limit without any special treatment from the Inland Revenue. Funds over this limit will be subject to [...]
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June 7, 2004
Boots Pension Fund
The Boots Pension Fund trustees plan to allocate 15% of their fund (£425m) away from bonds towards hedge funds and equities. This is a surprise. Boots attracted great publicity in 2001 when they announced that their fund had been moved entirely into bonds. The move to bonds was not (as many believe) a market timing [...]
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May 14, 2004
£400m ‘assistance’ fund for workers who have lost their pensions is announced
The Pensions Secretary, Andrew Smith, has announced proposals for a Financial Assistance Scheme (FAS) to support workers who have lost their pensions. The Pension Protection Fund (PPF) has already been introduced by the Pensions Bill but is only intended
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May 6, 2004
Actuaries warned over legal conflicts
Actuaries have been warned about the legal pitfalls they may face when representing both the trustees of a pension scheme and the employer which sponsors it. The warnings on conflict of interest are detailed in a letter from Herbert Smith – a leading City firm of solicitors - in response to a request from the Institute’s [...]

