Autumn 2019 Investor Agenda

Welcome to our Autumn edition of Investor Agenda, in which we look forward to upcoming deadlines for trustees and take a reflective look back at the recent Woodford controversy.

Between them the new investment and disclosure obligations and the recent CMA Order provide a number of compliance deadlines for trustees to be aware of, stretching out to 2021. The most immediate of these are 1 October 2019 (updated SIP) and 10 December 2019 (setting strategic objectives for consultants). We summarise the complete set in this edition so you don’t miss a trick.

Happy reading. If you do have any questions, or feedback, please do get in touch with any of us mentioned below or your usual Linklaters contact.

Click here to read the full agenda.