Pensions
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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. 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.
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We have provided specialist pensions advice for over 30 years.

Our pensions team is one of the largest City-based pensions teams advising both pension scheme trustees and sponsors. We provide "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 benefit 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
  • 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 have a pragmatic approach" and "they delivered an exceptional analysis and action plan".
Chambers UK 2017

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 a 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.

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, 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

Act 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 Apr 2017

From Insights

Pensions snapshot - April 2017

This edition of snapshot summarises some of the key legal and regulatory developments that occurred up to the end of March 2017 in relation to occupational pension sch..

More

07 Mar 2017

From Insights

Pensions snapshot - March 2017

This edition of snapshot summarises some of the key legal and regulatory developments that occurred up to the end of February 2017 in relation to occupational pension ..

More

01 Mar 2017

From News

Stephenson Harwood named 'Pensions Law Firm of the Year 2017'

Law firm Stephenson Harwood LLP has been named 'Pensions Law Firm of the Year 2017' by the Pensions Age Awards.

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07 Feb 2017

From Insights

Pensions snapshot - February 2017

This edition of snapshot summarises some of the key legal and regulatory developments that occurred up to the end of January 2017 in relation to occupational pension s..

More

08 Aug 2016

From Insights

Pensions snapshot - August 2016

This edition of snapshot summarises some of the key legal and regulatory developments that occurred up to the end of July 2016 in relation to occupational pension sche..

More

07 Jul 2016

From Insights

Pensions snapshot - July 2016

This edition of snapshot summarises some of the key legal and regulatory developments that occurred up to the end of June 2016 in relation to occupational pension sche..

More

09 Jun 2016

From Insights

Pensions snapshot - June 2016

This edition of snapshot summarises some of the key legal and regulatory developments that occurred up to the end of May 2016 in relation to occupational pension schem..

More

10 May 2016

From Insights

Pensions snapshot - May 2016

This edition of snapshot summarises some of the key legal and regulatory developments that occurred up to the end of February 2016 in relation to occupational pension ..

More

06 Apr 2016

From Insights

New tax year snapshot - pensions changes taking effect from today

This month's edition of snapshot summarises some of the key pensions law and tax changes that take effect from today.

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16 Mar 2016

From Insights

Budget snapshot

We provide a summary of the key features of the new Lifetime ISA system for under 40s and some other pensions policy changes from the 2016 Budget announcement and repo..

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11 Mar 2016

From Insights

Pensions snapshot - March 2016

This edition of snapshot summarises some of the key legal and regulatory developments that occurred up to the end of February 2016 in relation to occupational pension ..

More

10 Feb 2016

From Insights

Pensions snapshot - February 2016

This edition of snapshot summarises some of the key legal and regulatory developments that occurred up to the end of January 2016 in relation to occupational pension s..

More

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

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© Stephenson Harwood LLP 2016. 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.