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Rebecca Bennett

Needle Partnership
Rebecca Bennett joined the Needle Partnership in October 2013 and is currently a trainee in financial services.

Rebecca graduated from university with a Bachelor of Laws honours degree and is currently undertaking her Legal Practice Course at BPP Law School in Leeds. Before joining the Needle Partnership, Rebecca worked as a legal assistant for Minster Law Solicitors in their technical litigation department and has experience in litigation matters.

In her spare time Rebecca enjoys cooking, travelling and socialising with friends.

Practice Area

Panel

  • Contributing Author

1 Contributions by Rebecca Bennett

Pension liberation and scams: structures, due diligence, tax penalties and regulatory risks—practical guidance for lawyers, trustees, administrators, advisers and SIPP/SSAS operators
PRACTICE NOTES
Pension liberation and scams: structures, due diligence, tax penalties and regulatory risks—practical guidance for lawyers, trustees, administrators, advisers and SIPP/SSAS operators
This Practice Note offers an overview of pension liberation—explaining what it is, why it occurs, the common structures and principal features involved, and the issues each party should weigh in practice. For detailed guidance on the legal aspects arising in this context and related matters, see Practice Note: Pension liberation and pension scams—legal considerations. For further material on arrangements suspected of pension liberation and the steps taken by the Pensions Regulator up to 2018, see Practice Note: Pension liberation—actions taken by the Pensions Regulator until 2018 [Archived]. For further insight into complaints decided by the Pensions Ombudsman concerning transfers of pension funds linked to pension liberation or scams up to 2018, see Practice Note: Pension liberation—key Pensions Ombudsman decisions up to 2018 [Archived]. The rise of pension liberation In essence, a pension is a mechanism through which an individual, or an employer, contributes monies to an invested fund, intended to provide that individual with an income in retirement. Because pensions benefit from generous UK tax treatment, they sit within a detailed and intricate legislative and regulatory regime. Where complexity exists, gaps, loopholes and divergent interpretations will follow, alongside inconsistent readings across the sector and uncertainty for those affected...
Pensions
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