Update for Clients Whose Pension Plans Have Provided Limited Benefits for Civil Partners and Same Sex Spouses

    View Author July 2017
    If your pension plan currently limits, or has at any time since 5 December 2005 limited, benefits for civil partners and same sex spouses, you will need to take some action. This is the case even if your occupational pension plan closed to accrual before 5 December 2005. The Supreme Court has ruled that the limitation contained in the Equality Act 2010, allowing occupational pension plans to pay no more than what has previously been referred to as the “statutory minimum”, was never valid and cannot be used by occupational pension plans. Please read our communication for further information.