Pensions
  • Related Services
  • Awards
  • Pensions Age - shortlisted for Pensions Law Firm of the Year 2015

    European Pensions Award - shortlisted for 'European Pensions Law Firm of the Year' 2014

    Engaged Investor Awards - shortlisted for Law firm of the year 2014

Pensions

Our large team has the experience to help you address your current and future pension needs. Whether you are an employer, trustee or pensions professional, our focus is on providing clear advice to help you achieve your objectives. Our size, experience, knowledge and skills mean we can advise you on a broad range of pension issues – from the day-to-day to the unusual.
  • Profile
  • Experience
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We have provided specialist pensions advice for over 30 years.

Our pensions team is one of the larger City-based pensions teams advising both pension scheme trustees and sponsors on the full range of legal issues which they face when operating a pension scheme. We provide a "full service" pensions legal advice and not simply a "corporate support" service. The typical services we provide include:

  • Preparing various governing and amending scheme documentation, using our own precedent documents to ensure we provide a cost-effective service to our clients.
  • Advising on questions of interpretation of scheme documents, what benefits the rules provide and what formalities are required for different decisions.
  • Negotiating contracts with service providers, including scheme administrators, investment management and bulk annuity documentation, and advising on any disputes that arise.
  • Dealing with member benefits queries and disputes, from informal queries through to complaints to the Pensions Ombudsman.
  • Preparing policy documents, ensuring consistency in on particular issues.
  • Resolving issues with historic documentation.
  • Clearance applications and liaison with the Pensions Regulator.
  • Restructuring and insolvency solutions.
  • PPF/FAS issues.
  • Advising on corporate acquisitions, disposals, mergers, demergers and reorganisations on pension schemes.

Our pensions expertise stretches across the firm, and we have dedicated specialists to assist in all pensions related issues.

"They are pragmatic, commercial and very collaborative."
Chambers UK 2015

Trustees of the Barnardo Staff Pension Scheme, Construction of RPI

Advised the trustees on a claim for construction of the definition of "Retail Prices Index" in the scheme rules (Miles Buckinghamshire and others v Barnardo's and others [2015]).

Pension fund claim against global fund manager

Advising the trustee board of a multi-billion pound pension fund in relation to a multi-million pound claim against one of the world's largest fund managers for negligence and breach of investment mandate.

Pension scheme dispute

Acting for a financial institution in defending claims in a complex multi-party dispute in respect of pension scheme.

Impact of company sale on pensions

Advised the trustee of a multi-national healthcare company on the potential debt arising in relation to its pension plan as a result of a sale and the management/reduction of that debt.

Bulk annuity purchase

Advising the Jardine Lloyd Thompson pension scheme trustees on purchasing a series of bulk annuity policies from the Prudential covering approximately £210 million of liabilities in aggregate.

TUI Travel Plc, internal reorganisation

Advising on the pensions aspect of an internal re-organisation involving the triggering of debts on employers due to the pension fund and negotiating parent guarantees to the pension fund.

Board of the Pension Protection Fund (PPF), change in levy calculation

Advised in relation to a unique and multi-disciplined project changing the calculation of the PPF levy.

Our pensions expertise stretches across the firm, and we have dedicated specialists to assist:

Private Wealth

Advise on legal and tax issues affecting offshore pensions, in particular occupational schemes created by employers for non-domiciled employees, known as IPPs. In addition, we advise on all aspects of QROPS and QNUPS, acting for both trustees and the members.

Regulatory Compliance

Advise on investment management / advisory agreements and related regulatory issues, including the custody/client money rules. Our Regulatory Compliance and Litigation teams work closely to assist clients in their interactions with the FCA, from initial queries from the regulator through to Section 166 skilled persons reports and contentious enforcement actions.

Real Estate

Acting on behalf of pension funds for all aspects of real estate investment, development and management including a number of funds that are managed by LaSalle Investment Management.

Lawyer

Mark Catchpole Partner

T:  +44 20 7809 2059
M:  +44 7767 624 975 Email Mark | Vcard Office:  London

Latest news & insights

13 Jan 2016

From Insights

Pensions snapshot - January 2016

This edition of snapshot summarises some of the key legal and regulatory developments that occurred up to the end of December 2015 in relation to occupational pension ..

More

06 Nov 2015

From Insights

Pensions snapshot - November 2015

This edition of snapshot summarises some of the key legal and regulatory developments that occurred up to the end of October 2015 in relation to occupational pension s..

More

05 Nov 2015

From Insights

HMRC issues more guidance on the deduction of VAT on pension fund management costs (but it's not the end of the story!)

Earlier this year HMRC confirmed that sponsors of DB pension schemes may reclaim VAT charged on pension fund management costs as their own input VAT where the services..

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08 Sep 2015

From Insights

Pensions snapshot - September 2015

This edition of snapshot summarises some of the key legal and regulatory developments that occurred during August 2015 in relation to occupational pension schemes.

More

07 Aug 2015

From Insights

Pensions snapshot - August 2015

This edition of snapshot summarises some of the key legal and regulatory developments that occurred during July 2015 in relation to occupational pension schemes.

More

07 Jul 2015

From Insights

VAT on pension fund investment management costs

We look at the potential VAT savings on pension fund investment management costs.

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05 Jun 2015

From Insights

Pensions snapshot - June 2015

This edition of snapshot summarises some of the key legal and regulatory developments that occurred during May 2015 in relation to occupational pension schemes.

More

04 May 2015

From Insights

Pensions snapshot - May 2015

This edition of snapshot summarises some of the key legal and regulatory developments that occurred during April 2015 in relation to occupational pension schemes.

More

11 Jan 2015

From Insights

Pensions snapshot - January 2015

This edition of snapshot summarises some of the key legal and regulatory developments that occurred during December 2014 in relation to occupational pension schemes.

More

03 Dec 2014

From Insights

Pensions snapshot - December 2014

This edition of snapshot summarises some of the key legal and regulatory developments that occurred during November 2014 in relation to occupational pension schemes.

More

13 Nov 2014

From Insights

Pensions snapshot - November 2014

This edition of snapshot summarises some of the key legal and regulatory developments that occurred during October 2014 in relation to occupational pension schemes.

More

19 Oct 2014

From Insights

Pensions snapshot - October 2014

This edition of snapshot summarises some of the key legal and regulatory developments that occurred during September 2014 in relation to occupational pension schemes.

More

16 Sep 2014

From Insights

Pensions snapshot - September 2014

This edition of snapshot summarises some of the key legal and regulatory developments that occurred during August 2014 in relation to occupational pension schemes.

More

14 Sep 2014

From Insights

Pensions snapshot - August 2014

This edition of snapshot summarises some of the key legal and regulatory developments that occurred during July 2014 in relation to occupational pension schemes.

More

07 Jul 2014

From Insights

Pensions snapshot - July 2014

This edition of snapshot summarises some of the key legal and regulatory developments that occurred during June 2014 in relation to occupational pension schemes.

More

03 Jun 2014

From Insights

Pensions snapshot - June 2014

This edition of snapshot summarises some of the key legal and regulatory developments that occurred during May 2014 in relation to occupational pension schemes.

More

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© Stephenson Harwood LLP 2015. Any reference to Stephenson Harwood in this document means Stephenson Harwood LLP and/or its affiliated undertakings. Any reference to a partner is used to refer to a member of Stephenson Harwood LLP. The fibre used to produce this paper is sourced from sustainable plantation wood and is elemental chlorine free.