Disputes Agenda Winter 2025

Welcome to the Winter 2025 edition of Disputes Agenda

In this edition, we look at a recent case over statutory cross-references in rules. The advent of surpluses is also leading to cases - we consider a Court case blessing a trustee’s approach over surplus on winding up and a situation where the Regulator enabled surplus to be paid to the employer. We also review recent regulatory investigation reports and look at how the Pension Schemes Bill will streamline trustee recovery of overpayments. We finally consider an Ombudsman case about trustee duties when processing transfer requests. 

We hope you find this end of year edition interesting and useful.