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| 24 December | Aries releases v8.4 of Aries Pensions System. |
| 22 December | The Occupational Pension Schemes (Revaluation) Order 2001 (SI 2001/3690) was laid before Parliament (in force 1st January 2002). more |
| 20 December | DWP proposes changes to the bulk transfer rules and the Pension Ombudsman Procedure Rules. more |
| 18 December | Pensions Update 112 closes the loophole allowing increases to TFC by transferring to a personal pension by limiting roll up to the NRD of the original ceding scheme. more |
| | Pensions Update No. 111 further amends Practice Notes (IR12). |
| | Pensions Update No. 110 amends PN definitions of remuneration and final remuneration. more |
| 14 December | DWP gives members of the Occupational Pension Schemes Joint Working Group the text of a draft amendment to the Contracting-out Regulations, confirming the fixed rate of GMP revaluation for post-5/4/02 early leavers shall be 4.5% compound pa. more |
| 7 December | New Employment Bill allowing the Secretary of State to make regulations to prevent pay and pensions discrimination against fixed term employees and to comply fully with European Directive 99/70/EC on Fixed Term Contracts. more |
| 29 October | Pensions Update No. 109 on the transfer of pension benefits at or after NRD. Brings IR 12 paragraph 10.22 into line with the Revenues letter to the Occupational Pension Schemes Joint Working Group (15/5/98) removing the previous blanket ban on such transfers. more |
| 19 October | Consultation paper from the DWP, "Simply Protecting Pensions", seeks to enable Ministers to strike a fair balance between regulatory effectiveness and administrative efficiency. more |
| 17 October | Aries launches Windows version of Trustee Training System at The Pension Show more |
| 8 October | Employers required to provide access to stakeholder pensions. |
| 1 October | Pensions Update No 107 explains what Revenue "discretion" means and does not mean (eg Revenue won’t consider requests to breach scheme rules or intervene in disputes between members and schemes) |
| 26 September | DWP appoints Alan Pickering to discover ways of simplifying social security legislation more |
| 18 September | DWP issues Consultation Paper on the next stage in "reforming" the MFR more |
| 10 September | DTI publishes Government proposals for reform of the Transfer of Undertakings (Protection of Employment) (TUPE) Regs more |
| 31 August | Revised income drawdown rules published in new Appendix XII to IR 12 more |
| 21 August | FSA proposes to enforce disclosure of open market option to individual pension plan policy holders on maturity more |
| 20 August | IR SPSS announces end of interim approval from 6 April 2002 (Pensions Update No 103); also extends scope of trivial commutation to cover trivial pensions already in payment (Pensions Update No 104) more |
| 13 August | Draft DWP amendments to Disclosure Regs to implement Money Purchase Illustrations issued for consultation more |
| 8 August | Revenue proposes change to Information Powers Regs concerning transfers (report due within 28 days of any transfer of £250,000+ for controlling director or Sch D earner; replaces need for prior permission for any transfer involving a SSAS) more |
| 30 July | Treasury issues Consultation on "Review of Medium and Long-term Retail Savings" (the Sandler Review) more |
| 19 July | 5th meeting of IR SPSS Customer Forum |
| 2 July | IR SPSS bans all transactions, including transfers, between UK-approved and Unapproved pension schemes (Pensions Update No 102) more |
| 19 June | Aries releases v8.3 of Aries Pensions System |
| 18 June | First set of amendments to IR12 (2001) notified with Pensions Update No 99 |
| 8 June | Department for Work and Pensions formed from most of the former Department of Social Security, and parts of the former Department for Education and Employment |
| 14 May | Pensions Update No 96 announces more changes to IR76 (new Part 23: conversion of occupational money purchase schemes to from Chapter I to Chapter IV approval) more |
| 3 May | DSS consults industry on proposals to simplify contracting-out legislation (deadline for comment: 31 July) more |
| 27 April | Actuarial profession publishes its response to Myners "Investment and Occupational Pensions" |
| 11 April | IR SPSS publishes official list of approved pensioneer trustees more |
| 9 April | New system of bereavement benefits comes in. |
| 6 April | Stakeholder pension schemes open for business. |
| 5 April | Deadline for submission of claims for C/O incentive payments for 1988 - 1993. |
| 1 April | PSO changes name to IRSPSS (Inland Revenue Savings, Pensions, Share Schemes). |
| 30 March | Aries releases 'GN 11 Replacement Test' calculation with APS v8.2. more |
| 26 March | PSO updates IR 76 yet again with inclusion of new Parts 11 (Investment & SIPPs) and 12 (Transfers from 6 April 2001) plus four new Appendices (22 - 25). |
| 23 March | PSO publishes new edition of Practice Notes IR 12 (2001) with PSO Update No. 90. Simultaneously, Update No. 91 announces no more SDCSs will be approved. Update No. 89 details many amendments to PP Guidance Notes IR 76, including rewritten Part 23 (Conversion). more |
| 19 March | PSO deadline for applications from SSASs to transfer to PPs under pre-6.4.01 rules. more |
| | Details announced of joint Inland Revenue and pensions industry review of defined benefit schemes (to report in February 2003). |
| | Opra website provides decision tree to help employers determine whether they are required to designate a Stakeholder Pension Scheme |
| 16 March | Deadline for comments to DSS on Draft Bankruptcy Regs. |
| 15 March | DSS lays second set of amendments (SI 2001/934) to Stakeholder Regs. more |
| 7 March | Budget Day more |
| 6 March | Final report of Myners review of institutional investment published by HM Treasury |
| 2 March | DSS issues 3 draft orders setting out proposed contracting-out rebates for COSRS, COMPS and APPS for 2002/03 to 2006/07 more |
| 28 February | Government announces unchanged Levy rates for 2001/02. |
| 23 February | High Court overturns Ombudsman's determination on GMP equalisation in Williamson case |
| 8 February | House of Lords decides Preston case in favour of part-timers backdating to 1976. more |
| 6 February | PSO publishes Update No. 88 announcing new FSAVCS guidance notes, replacing 1989 edition (also Updates 86-87 on customer service). more |
| 5 February | DSS publishes Draft Bankruptcy Regs. more |
| 1 February | Trustee Act 2000 in force. |
| 31 January | GMP Increase (No. 2) Order 2000 published, setting 3% to apply from 6.4.01. |
| 28 January | Government confirms 2002/03 as first appointed year for State Second Pension (S2P). |
| 24 January | Personal Pension Transfer, Conversion & Investment Regs laid. more |
| 23 January | DSS lays first amendments to Stakeholder Regs.more |
| 22 January | PSO publishes Updates Nos 82 - 85 (Pension Sharing; Transfers to PPs & Overseas; AVRs) with new Appendix XI to IR12 specifying "GN11 Replacement Test".more |
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