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Distributing Trust assets

By Amber Buckingham at BWCI amber.buckingham@bwcigroup.com “there may be changes in circumstances” The trust industry is a well-established part of the finance sector in the Channel Islands. Administered by trustees, a trust provides legal separation and protection of its assets from the settlor’s¹ other assets, whilst still enabling the settlor to specify how the trust’s assets… Read More »

Guernsey Secondary Pensions update: New minimum contributions

By John Martin As part of the ongoing rollout of Guernsey’s Secondary Pensions, all employers and employees should be aware of an important update coming into effect on 1 January 2026; an increase in the statutory minimum contribution rates. This change is a legal requirement under Guernsey law, meaning all employers and employees must ensure… Read More »

Mortality Update

“we were still seeing some deaths involving Covid 19 in 2024” A look back at 2024 The headline message is that overall mortality rates observed in England & Wales during 2024 were the lowest on record. They were just slightly below the previous lows observed in 2019, the last year before Covid 19 had such… Read More »

Isle of Man – Pensions Consultation

“the proposals go much further than initially anticipated” Back in 2018 the Isle of Man Financial Services Authority (IOMFSA) published a discussion document inviting feedback on its intention to enhance the regulatory framework for private pensions and their providers. It received 9 responses and published the feedback document in the second half of 2018, with… Read More »

The UK Government breathes new life into DB pension schemes

“This mind-set change is most definitely now happening” My article in issue 4 2023 of Bandwagon “Pension surpluses – what now?” ended with the following thought: “Ultimately a mind-set change may be warranted, as we move from an environment where schemes presented seemingly ever-growing liabilities, as yields fell, to one where they present opportunities to… Read More »