Jurisdiction(s):
United Kingdom

Key definition

Reporting definition

What does Reporting mean? In pensions practice, reporting means the regular communications trustees or providers give to members on investment performance and the value of their pension benefits. The term is descriptive; the underlying disclosure duties are set by legislation and regulation. Across England & Wales, Scotland and Northern Ireland, the Occupational and Personal Pension Schemes (Disclosure of Information) Regulations 2013 and, for contract‑based/personal pensions, FCA rules require at least an annual benefit statement. For money purchase (DC) benefits, this must include an annual Statutory Money Purchase Illustration (SMPI) projecting benefits to retirement in today’s terms, calculated in line with FRC Actuarial Standard TM1....

Leading without line authority: practical guidance for heads of in-house legal teams on managing relationships with remote functional reports

Published by a LexisNexis Practice Compliance expert

Practice notes

Senior lawyers who report to business managers in other jurisdictions may not welcome functional Reporting, particularly if they were in post before you took on the role as head of the function. Your first task is to create a relationship they perceive as supportive rather than a licence to interfere, while ensuring the business also recognises the responsibilities you carry. This Practice Note offers practical guidance and tips for in-house lawyers on building and enhancing relationships with remote functional reports. It should be read alongside Practice Note: Building relationships with business people to whom in-house team reports, which underscores the importance of forging a strong relationship with your functional report’s manager...

Your functional contribution (listed as examples in the note referred to above)

Encourage the recruitment and Retention of in-house lawyers who can perform to a high standard
- Suggestions
  - Develop job specifications and competency models for in-house lawyers at junior, senior and head of team levels, as well as support staff
- Contribution from your functional report
  - Input into specifications and models
  - Willingness to use them
Promote the development of in-house lawyers who are business-oriented and credible, not just in the jurisdiction in which...

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Web page updated on 21/05/2026

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