Proposed benefit changes
Advised a trustee client on legal aspects of proposed changes to scheme contribution rates and benefits. This included scheme-specific and legislative restrictions, the trustees' fiduciary duties and member consultation requirements.
Risk reduction strategies
Prepared a benefit specification document to facilitate a proposed pension benefit buy-out exercise. This required analysis of scheme governing documentation and overriding legislation to determine the benefits payable to members.
Assisted a client with responding to a member complaint regarding annual pension increases. This required analysis of scheme governing documentation and formulating responses to the member and Pensions Ombudsman.