Radcliffe Chambers

This Practice Note considers the key sex discrimination cases in the context of pension schemes, including Bilka-Kaufhaus v Weber von Hartz, Barber v Guardian Royal Exchange, Birds Eye Walls v Roberts, Ten Oever, Coloroll Pension Trustees v Russell, Vroege v NCIV Instituut voor Vollshuisvesting BV, Preston v Wolverhampton Healthcare NHS Trust, Harland & Wolff Pension Trustees v Aon Consulting Financial Services, and Safeway v Newton.

This Practice Note covers the judicial pension scheme established by the Judicial Pensions and Retirement Act 1993 (known as the Judicial Pension Scheme 1993 (JPS 1993) or JUPRA), including the statutory framework, governance, eligibility, contributions, retirement benefits, lump sum death benefits, survivor’s benefits, and other matters such as pension increases and transfers. Although this Practice Note is concerned principally with JUPRA, some reference is also made to the Judicial Pension Scheme 1981.

This Practice Note covers the statutory framework governing the Judicial Pension Scheme 2015 (JPS 2015) as well as its governance, eligibility requirements, contribution levels and benefit features, and other matters such as pension increases and transfers.

This Practice Note covers the statutory framework governing the Judicial Pension Scheme 2022 as well as its funding, tax status, governance, eligibility requirements, contribution levels and benefit features, and other matters such as forfeiture and set-off, pension increases and transfers.

This Practice Note looks at the jurisdiction of the Pensions Ombudsman to deal with occupational and personal pension-related complaints and disputes, including who can make or refer complaints/disputes, the types of complaints/disputes that can and cannot be determined, the powers he may exercise in doing so and applicable time limits.

This Practice Note considers the implications of the Association belge des Consommateurs Test-Achats v Conseil des Ministres case (the Test-Achats case) and other relevant law on the use of sex-based actuarial factors in insurance products and occupational pension schemes.

This Practice Note looks at transgender issues and pension entitlement. In particular, it covers the Gender Recognition Act 2004 and the position of case law preceding it, the impact of European law, the Equality Act 2010, and transgender members’ benefits under occupational pension schemes.

This Precedent is suitable for use by the trustees of a pension scheme to record minutes of a trustee meeting concerning the exercise of a pension trustee power or discretion.