Podcasts about pensions ombudsman

The Pensions Ombudsman is overloaded. The determination process can take as long as three years. Now changes are proposed, to cut the backlog and reduce waiting times. Dan Saunders joins us to discuss the changes, and the implications for scheme members and trustees. Subscribe to the HSF Pensions Notes Blog here: https://www.herbertsmithfreehills.com/notes/pensions/subscribe

You may have dreamed of leaving the workforce and retiring early, but have you ever worried about getting ‘retirement regret'?Burdened with a slower pace and tighter finances, more & more ‘unretirees' are heading back to work.According to a survey by financial services company Canada Life, 40% of people have some form of retirement regret, with 1 in 10 saying they wished they had chosen to retire later and that they wouldn't have left work when they did, if they had known what it was like.So, have you suffered from retirement regret?To discuss, Andrea is joined by CEO of Active Retirement Ireland Maureen Kavanagh, Cellie Irwin, Chair of the New Ross Active Retirement Group, Paul Kenny, Ireland's former Pensions Ombudsman and Course Leader with the Retirement Planning Council of Ireland and Pat O'Mahony, Author of ‘Rethinking Housing Options for Senior Citizens'.

Description: In this episode of HL Pensions Newsbeat, Hogan Lovells pensions Partner Claire Southern gives a recap of the last two weeks in the world of pensions, including the latest on the government's pension review; how the Pensions Regulator is getting busy; and the Pensions Ombudsman's blog on how he's going to get things cooking on gas.   To listen to more episode of HL Pensions NewsBeat, click here: HL Pensions NewsBeat: all episodes - Hogan Lovells Engage   To listen to episodes of our other podcast series, HL PensionsPod, click here: The HL PensionsPod - Hogan Lovells Engage   Follow us on LinkedIn here: https://www.linkedin.com/showcase/101861071/feed/posts/

For this week's Ask the Expert, guest host Clare McKenna is joined by Paul Kenny, Ireland's former Pensions Ombudsman and Course Leader with the Retirement Planning Council of Ireland to talk all things pensions, and answer your questions!

In this episode of HL Pensions NewsBeat, Hogan Lovells pensions partner Claire Southern gives a recap of the last two weeks in the world of pensions. In an adrenaline fueled fortnight as the Olympics come to a close, Claire celebrates her personal connection to St. Lucia. The Pensions arena has also had two weeks of excitement with the decision on Virgin Media, a new DB Funding Code, the Pensions Ombudsman's Corporate Plan and finally news on Superfunds and ESG compliance. To listen to more episode of HL Pensions NewsBeat, click here: HL Pensions NewsBeat: all episodes - Hogan Lovells Engage To listen to episodes of our other podcast series, HL PensionsPod, click here: The HL PensionsPod - Hogan Lovells Engage  Follow us on LinkedIn here.

In this episode of HL Pensions Newsbeat, Hogan Lovells pensions partner Claire Southern gives a recap of the last two weeks in the world of pensions, including the recent blog from Dominic Harris, Pensions Ombudsman, finding from PensionBee on the upcoming election and a warning to Trustees on chair statements.   To listen to more episode of HL Pensions NewsBeat, click here: HL Pensions NewsBeat: all episodes - Hogan Lovells Engage   To listen to episodes of our other podcast series, HL PensionsPod, click here: The HL PensionsPod - Hogan Lovells Engage   Follow us on LinkedIn here: https://www.linkedin.com/showcase/101861071/feed/posts/

In this episode of HL Pensions NewsBeat, Hogan Lovells pensions Partner Claire Southern gives a recap of the last two weeks in the world of pensions, including TPR's corporate plan for 2024 to 2027; Pensions Dashboards updates from PASA and the Pensions Dashboards Programme; and an interesting Pensions Ombudsman determination relating to Barber.    To listen to more episode of HL Pensions NewsBeat, click here: HL Pensions NewsBeat: all episodes - Hogan Lovells Engage   To listen to episodes of our other podcast series, HL PensionsPod, click here: The HL PensionsPod - Hogan Lovells Engage   Follow us on LinkedIn here: https://www.linkedin.com/showcase/101861071/feed/posts/

From how much to put away to when to start for this week's Ask the Expert, we're putting your pension questions to Paul Kenny, Ireland's former Pensions Ombudsman and Course Leader with the Retirement Planning Council of Ireland.

In this episode of HL Pensions NewsBeat, Hogan Lovells pensions Partner Claire Southern gives a recap of the last two weeks in the world of pensions, including TPR's climate governance report; HMRC pension scheme newsletters 157 and 158; WEALTH at work's research on pensions engagement; and a recent Pensions Ombudsman determination about transfers.   To listen to more episode of HL Pensions NewsBeat, click here: HL Pensions NewsBeat: all episodes - Hogan Lovells Engage   To listen to episodes of our other podcast series, HL PensionsPod, click here: The HL PensionsPod - Hogan Lovells Engage   Follow us on LinkedIn here: https://www.linkedin.com/showcase/101861071/feed/posts/

Financial Services and Pensions Ombudsman Liam Sloyan spoke to Jerry.

In this episode of HL Pensions NewsBeat, Hogan Lovells pensions Partner Claire Southern gives a recap of the last two weeks in the world of pensions, including The Pension Regulator's new general code of practice; HMRC's guidance on lifetime allowance; and some interesting determinations from the Pensions Ombudsman on surplus distribution.   To view more content from the Hogan Lovells pensions team, click here: https://www.engage.hoganlovells.com/knowledgeservices/pensions

In this episode of HL Pensions NewsBeat, Hogan Lovells pensions Partner Claire Southern gives a recap of the last two weeks in the world of pensions, including TPR's regulatory and criminal action taken against the former owner of Norton Motorcycles; TPR's speech at the Mansion House Pensions Summit; The Pensions Dashboards Programme progress update report; Mr W PO determination on pension transfers “amber flags”; CMG Court of Appeal: is the Pensions Ombudsman a “competent court”?   To register for our recent developments in pensions seminar on 28 November 2023, click here: Seminar invitation | Recent Developments in Pensions | 28 November 2023 (ehoganlovells.com)   To view more content from the Hogan Lovells pensions team, click here: https://www.engage.hoganlovells.com/knowledgeservices/pensions

In this episode of HL Pensions NewsBeat, Hogan Lovells pensions Partner Claire Southern gives a recap of the last two weeks in the world of pensions, including the consultation on general levy regulations, a case on automatic enrolment compliance, the Department of Work and Pensions' review of the Pensions Regulator, the PPF's new Trustmark accreditation, cybersecurity notifications, and a Pensions Ombudsman's case on pension transfer.   To view more content from the Hogan Lovells pensions team, click here: https://www.engage.hoganlovells.com/knowledgeservices/pensions

on working into retirement. Over half of the people over the age of 50 plan on working into retirement That's according to new research by the Retirement Council of Ireland, and for more on this, we've joined Paul Kenny, who's Programme Leader at the Retirement Council of Ireland and former Pensions Ombudsman.

A newly released study says that more than 40% of Irish people without a pension have delayed starting one due to the swelling cost-of-living crisis... Kieran was joined by Bernard Walsh, head of Pensions and Investments at Bank of Ireland and Ireland's former Pensions Ombudsman, Paul Kenny to discuss...

Hello, I hope you are well, I hope you had a fantastic Easter time. We're back at the coalface and loving it. Speaking of coalface, we have today a guest who is at the coalface of the legals of pension changes in Ireland.    We have a partner of a law firm and he specialises in pensions and what is going on with pensions in Ireland.  And it is very, very relevant, indeed to everybody, but particularly those that have established net worth in pension pots.   We look at this from both a PAYE, so an employee's perspective but also those who might own or run small or medium businesses that typically have Small Self Administered schemes or Executive pensions. So it hopefully answers a lot of questions for all of those individuals. So, I certainly do hope that this conversation with Stephen Gillick is helpful to you.    Stephen Gillick | Irish Business Law Firm LLP Mason Hayes Curran (mhc.ie) The Pensions Authority - Welcome to the Pensions Authority Financial Services and Pensions Ombudsman (fspo.ie) The Only Plane in the Sky: The Oral History of 9/11 by Garrett M. Graff | 9781913183417. Buy online at Charlie Byrne's

In this episode Johanna Clarke and Mukudi Nkanza are joined by Shabna Islam from Hymans Robertson to provide an update on DC Schemes and Master Trusts and themes arising from recent consultations.   In particular, they look at: • Delivering the Stronger Nudge to Pensions Guidance • Open Consultations: Facilitating investment in illiquid assets • Master Trusts and illiquid assets To find out more about our Pensions team or this podcast, head to cms.law. To sign up for our Pensions Ombudsman and Law-Now updates you can register here. 

In this episode Emma Frost, Victoria  Lee and Claire Bradwell provide an update on recent Pensions Ombudsman cases.   In particular, they look at: • Overpayments • Awards for Distress and Inconvenience  • Transfers and Scams To find out more about our Pensions team or this podcast, head to cms.law. To sign up for our Pensions Ombudsman and Law-Now updates you can register here. 

Christine O'Rourke is Head of Conduct Standards at RICS supporting surveyors by producing standards and guidance on professional conduct including the Rules of Conduct. She has worked in complaint handling roles in a number of organisations including RICS, other professional bodies, and the Pensions Ombudsman. What We Cover: - Why RICS regulation is not a counsel of perfection - What RICS' new rules and regulations contain - How to maintain professional competence in surveying - How to communicate with a focus on respect, diversity, and inclusion Connect with Christine O'Rourke: - LinkedIn https://www.linkedin.com/in/christine-o-rourke-b7ab6715a ( https://www.linkedin.com/in/christine-o-rourke-b7ab6715a)  Connect with Marion Ellis: - LinkedIn https://www.linkedin.com/in/marion-ellis-love-surveying-surveyor-hub ( https://www.linkedin.com/in/marion-ellis-love-surveying-surveyor-hub) - Instagram https://www.instagram.com/marionsurveyor/ (https://www.instagram.com/love_surveying/) - Facebook https://www.facebook.com/marionsurveyor/ (https://www.facebook.com/love_surveying/) - Email marion@lovesurveying.com Resources: - RICS sets new standards of conduct ​https://www.rics.org/uk/news-insight/latest-news/news-opinion/rics-sets-new-standards-of-conduct/ (https://www.rics.org/uk/news-insight/latest-news/news-opinion/rics-sets-new-standards-of-conduct/)   - How Great Leaders Inspire Action by Simon Sinek https://youtu.be/u4ZoJKF_VuA (https://youtu.be/u4ZoJKF_VuA)  - “Start with Why: How Great Leaders Inspire Everyone to Take Action” by Simon Sinek https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447 ( https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447)   - Apply for Love Surveying Hub Mastermind: https://lovesurveying.com/mastermind/ (https://lovesurveying.com/mastermind/) - Book one-on-one consultation and training session: https://lovesurveying.com/about/ (https://lovesurveying.com/about/) - Join the monthly Surveyors Get Visible Masterclass https://calendly.com/love-surveying/surveyors-get-visible-masterclass ( https://calendly.com/love-surveying/surveyors-get-visible-masterclass) - Sign up for The Surveyor Hub newsletter: https://lovesurveying.com/contact/ (https://lovesurveying.com/contact/)  - Support The Surveyor Hub https://www.buymeacoffee.com/TheSurveyorHub (https://www.buymeacoffee.com/TheSurveyorHub) - Join The Surveyor Hub Community https://www.facebook.com/groups/the.surveyor.hub.love.surveying ( https://www.facebook.com/groups/the.surveyor.hub.love.surveying)

Christine O'Rourke is Head of Conduct Standards at RICS supporting surveyors by producing standards and guidance on professional conduct including the Rules of Conduct. She has worked in complaint handling roles in a number of organisations including RICS, other professional bodies, and the Pensions Ombudsman.What We Cover:- Why RICS regulation is not a counsel of perfection- What RICS' new rules and regulations contain- How to maintain professional competence in surveying- How to communicate with a focus on respect, diversity, and inclusionConnect with Christine O'Rourke:- LinkedIn https://www.linkedin.com/in/christine-o-rourke-b7ab6715a Connect with Marion Ellis:- LinkedIn https://www.linkedin.com/in/marion-ellis-love-surveying-surveyor-hub- Instagram https://www.instagram.com/love_surveying/- Facebook https://www.facebook.com/love_surveying/- Email marion@lovesurveying.comResources:- RICS sets new standards of conduct ​https://www.rics.org/uk/news-insight/latest-news/news-opinion/rics-sets-new-standards-of-conduct/ - How Great Leaders Inspire Action by Simon Sinek https://youtu.be/u4ZoJKF_VuA - “Start with Why: How Great Leaders Inspire Everyone to Take Action” by Simon Sinek https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447 - Apply for Love Surveying Hub Mastermind: https://lovesurveying.com/mastermind/- Book one-on-one consultation and training session: https://lovesurveying.com/about/- Join the monthly Surveyors Get Visible Masterclass https://calendly.com/love-surveying/surveyors-get-visible-masterclass- Sign up for The Surveyor Hub newsletter: https://lovesurveying.com/contact/ - Support The Surveyor Hub https://www.buymeacoffee.com/TheSurveyorHub- Join The Surveyor Hub Community https://www.facebook.com/groups/the.surveyor.hub.love.surveying

In The Month In Pensions for October 2021, Ian Chapman-Curry looks at what the Autumn budget and spending review covered on pensions (or, rather, what it didn't cover). In this month's interview, Ian Gordon takes us through two key cases (Britvic and Axminster), judgments for which were handed down in June. We also look over some of the other developments that have made the headlines in the world of pensions in October 2021, including: Pension Schemes Act 2021 brings in new TPR powers - ‘Pensions law is changing on 1 October 2021 - Are you ready? (29 September 2021)'. TPR sets out how it intends to use its new powers - ‘The Pension Schemes Act 2021: The new landscape for DB schemes (26 October 2021)'. The PPF consults on its 2022/23 levy rules TPO issues guidance on communicating with members ‘Annual Report shines a spotlight on activity at The Pensions Ombudsman (7 October 2021)'; and TPO's ‘Communicating with members (1 October 2021)'. DWP finalises legislation for simpler annual benefit statements - ‘Government response: Simpler annual pension benefit statements (19 October 2021)'. DWP consults on portfolio alignment metrics for climate risk reporting - ‘Climate and investment reporting: setting expectations and empowering savers – consultation on policy, regulations and guidance (21 October 2021)'. Then we take a quick look at what is coming down the tracks for pensions in November 2021. Subscribe... YouTube: https://bit.ly/2VhOhU6 Spotify: https://spoti.fi/3kgiDzZ We regularly talk about a broad range of topics that may be of interest to you. Register for an account on our website to receive our latest articles, podcasts and webinars: https://gowlg.co/3BbtMIx Follow us on... LinkedIn: https://bit.ly/2WRdHsN Twitter: https://bit.ly/3n3Zljn Facebook: https://bit.ly/3zOyQlf NOT LEGAL ADVICE Information made available as part of this update or on our website in any form is for information purposes only. It is not, and should not be taken as, legal advice. You should not rely on, or take or fail to take any action based upon this information. Never disregard professional legal advice or delay in seeking legal advice because of something you have read on this website. Gowling WLG professionals will be pleased to discuss resolutions to specific legal concerns you may have.

Paul Kenny, former Pensions Ombudsman, assesses proposals to increase the State pension age by three months every year from 2028.

The Pensions Ombudsman has declared schemes should have their transfer and due diligence procedures updated within a month of new anti-scams guidance. Compliance will require a huge amount of administrative time and resources, and trustees should give scheme administration more focus. LCP partner Francesca Bailey and Pensions Management Institute president Lesley Alexander talk scams, dashboards and corporate activity. See acast.com/privacy for privacy and opt-out information.

Adam Maguire speaks to Ger Deering, Financial Services and Pensions Ombudsman.

We've gathered four surveying experts on a panel to discuss how surveyors should handle client complaints in order to minimise reputation and financial risks to their businesses. In this episode, we've gathered four surveying experts on a panel to discuss how it is to receive a complaint on a survey, how surveyors should handle client complaints in order to minimise reputation and financial risks to their businesses. About Participants: Christine O'Rourke is Head of Conduct Standards at RICS supporting surveyors by producing standards and guidance on professional conduct including the Rules of Conduct. She has worked in complaint handling roles in a number of organisations including RICS, other professional bodies and the Pensions Ombudsman. Connect with Christine O'Rourke LinkedIn https://www.linkedin.com/in/christine-o-rourke-b7ab6715a Peter Habert is Director of Policy at the Property Ombudsman. He is responsible for TPO's Policy and Communication Teams. He is a strong business development professional with a Diploma focused in Public Relations from Chartered Institute of Public Relations.  Connect with Peter Habert LinkedIn https://www.linkedin.com/in/peter-habert-40881053/ Angela Chamberlain is a partner of EC Surveyors LLP, a small team who provide residential surveys and valuations in South Devon. The majority of their work is undertaken for purchasers, many of whom are referred by conveyancers or are repeat clients. Connect with Angela Chamberlain LinkedIn https://www.linkedin.com/in/angela-chamberlain-mrics-2621823b/ Michael Holden is the MD of a surveying practice in the North West of England, Cumbria and the Dales. He had a varied career over 30 years covering real estate appraisals, high end residential surveys, property management and regeneration. Connect with Michael Holden https://michaelholdenfrics.co.uk/ Connect with Marion Ellis: 
https://www.linkedin.com/in/marion-ellis-love-surveying-surveyor-hub/  
Instagram @marionsurveyor 
Twitter @marionsurveyor
 Facebook https://www.facebook.com/marionsurveyor 
www.blueboxpartners.com   What We Cover: Why it's important to have a complaints Handling Procedure What are the stages of this procedure How some of the experiences with complaints look like What happens when a complaint is taken to RICS Resources: The Property Ombudsman https://www.tpos.co.uk/ The complaint portal tool that surveyors can give to complainants where they are unable to resolve the dispute themselves https://selfserve.tpos.co.uk/ Hart v Large Go Fun me page https://www.gofundme.com/f/support-savaged-large-surveyor Complaints Handling Guidance https://www.rics.org/globalassets/rics-website/media/upholding-professional-standards/sector-standards/valuation/complaints-handling-1st-edition-rics.pdf Help sheet on requirements for a CHP https://www.rics.org/globalassets/rics-website/media/upholding-professional-standards/regulation/complaints-handling-procedure-guidance-for-firms.pdf Example CHP and complaints log https://www.rics.org/globalassets/rics-website/media/upholding-professional-standards/regulation/complaints-handling-procedure-and-complaint-log-examples.doc Assigned Risks Pool https://www.rics.org/uk/upholding-professional-standards/regulation/regulatory-support/professional-indemnity/assigned-risks-pool/ Lion Heart https://www.lionheart.org.uk

We've gathered four surveying experts on a panel to discuss how surveyors should handle client complaints in order to minimise reputation and financial risks to their businesses. In this episode, we've gathered four surveying experts on a panel to discuss how it is to receive a complaint on a survey, how surveyors should handle client complaints in order to minimise reputation and financial risks to their businesses. About Participants: Christine O'Rourke is Head of Conduct Standards at RICS supporting surveyors by producing standards and guidance on professional conduct including the Rules of Conduct. She has worked in complaint handling roles in a number of organisations including RICS, other professional bodies and the Pensions Ombudsman. Connect with Christine O'Rourke LinkedIn https://www.linkedin.com/in/christine-o-rourke-b7ab6715a Peter Habert is Director of Policy at the Property Ombudsman. He is responsible for TPO's Policy and Communication Teams. He is a strong business development professional with a Diploma focused in Public Relations from Chartered Institute of Public Relations. Connect with Peter Habert LinkedIn https://www.linkedin.com/in/peter-habert-40881053/ Angela Chamberlain is a partner of EC Surveyors LLP, a small team who provide residential surveys and valuations in South Devon. The majority of their work is undertaken for purchasers, many of whom are referred by conveyancers or are repeat clients. Connect with Angela Chamberlain LinkedIn https://www.linkedin.com/in/angela-chamberlain-mrics-2621823b/ Michael Holden is the MD of a surveying practice in the North West of England, Cumbria and the Dales. He had a varied career over 30 years covering real estate appraisals, high end residential surveys, property management and regeneration. Connect with Michael Holden https://michaelholdenfrics.co.uk/ Connect with Marion Ellis: 
https://www.linkedin.com/in/marion-ellis-love-surveying-surveyor-hub/ 
Instagram @marionsurveyor 
Twitter @marionsurveyor
 Facebook https://www.facebook.com/marionsurveyor 
www.blueboxpartners.com What We Cover: Why it's important to have a complaints Handling Procedure What are the stages of this procedure How some of the experiences with complaints look like What happens when a complaint is taken to RICS Resources: The Property Ombudsman https://www.tpos.co.uk/ The complaint portal tool that surveyors can give to complainants where they are unable to resolve the dispute themselves https://selfserve.tpos.co.uk/ Hart v Large Go Fun me page https://www.gofundme.com/f/support-savaged-large-surveyor Complaints Handling Guidance https://www.rics.org/globalassets/rics-website/media/upholding-professional-standards/sector-standards/valuation/complaints-handling-1st-edition-rics.pdf Help sheet on requirements for a CHP

Ger Deering, Financial Services and Pensions Ombudsman, discusses the latest cases examined by his office in the second half of 2020.

Welcome to the 2021 pensions podcast series. In this episode, Beth Brown talks about two Pensions Ombudsman determinations. The first being about financial loss after maladministration has been corrected and the second relating to an employer’s failure to pay an employee’s deducted contributions to a pension scheme.

In this episode Mark Jenkins, Laura Clarke and Tara Rogers discuss trends they are seeing coming out of the Pensions Ombudsman. In particular, the group looks at:  A shift in approach to resolving complaints through informal dispute resolution; Key trends arising out of TPO determinations; and Pension scams.  To find out more about our Pensions team or this podcast, head to cms.law.    

Karl Fitzpatrick interviews Ger Deering, the Financial Services and Pensions Ombudsman about the role of the Ombudsman and the powers which the office has, the type of complaints which he handles and how these complaints could be avoided. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Paddy chats with Ireland's former Pensions Ombudsman, Paul Kenny. Paul remains an active member of the pension profession in Ireland. Among other roles he is remains a Programme Leader in the Retirement Planning Council. In this episode he shares his insights about the following relevant topics: - Keeping track of your pensions when you move employments - Ensuring your ARF gets treated as per your wishes - Impact of ARF values on your eligibility to allowances We hope it is of value, and please do spread the word with anyone you believe needs to hear what he has to say! Paddy Delaney Informed Decisions    

Following a ruling this week from the Financial Services and Pensions Ombudsman, AIB have set aside a further €300 million to compensate victims of the tracker-mortgage scandal. In studio to discuss what this means for the thousands of customers affected is consumer campaigner Brendan Burgess from Askaboutmoney.com and Irish Times journalist Joe Brennan. Plus Peter Hamilton is here for the business roundup with details on a major new Brown Thomas store and some controversial Ryanair ads. Hosted on Acast. See acast.com/privacy for more information.

Following a ruling this week from the Financial Services and Pensions Ombudsman, AIB have set aside a further €300 million to compensate victims of the tracker-mortgage scandal. In studio to discuss what this means for the thousands of customers affected is consumer campaigner Brendan Burgess from Askaboutmoney.com and Irish Times journalist Joe Brennan. Plus Peter Hamilton is here for the business roundup with details on a major new Brown Thomas store and some controversial Ryanair ads.

In August of 2018 the Pensions Ombudsman upheld a complaint from a policeman after he had transferred his pension from the police scheme to scammer without the scheme carrying out adequate checks. http://www.pensions-expert.com/Law-Regulation/Ombudsman-s-police-ruling-highlights-trustee-duty-of-care?ct=true Now, on the face of it you could say that that was an acceptable approach from the scheme, in that a formal… Read More »Pension Transfers | Pension Scams | Pension Advice – New Way

Beth Brown, a senior associate in our Pensions Group in London, looks at some recent Pensions Ombudsman determinations of interest.

Richard Goldstein talks about recent developments in relation to pensions liberation, including some Pensions Ombudsman determinations in complaints involving pensions liberation and the publication of a code of good practice for combating pension scams.