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
  • providing mediation services to the pensions industry.

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

12 Dec 2017

From Insights

HMRC extends deadlines for registering trust based pension schemes

The Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 require trustees of trust based occupational pension scheme..

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05 Dec 2017

From Insights

Pensions Snapshot - December 2017

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

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22 Nov 2017

From Insights

Pensions podcasts

The Stephenson Harwood pensions podcasts provide an overview of key legal developments relating to occupational pension scheme and how they impact scheme members, trus..

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08 Nov 2017

From Insights

Pensions Snapshot - November 2017

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

More

09 Oct 2017

From Insights

Pensions Snapshot - October 2017

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

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19 Sep 2017

From Insights

GDPR and pension schemes: What trustees need to do

Download our eight point data protection check for trustees.

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05 Sep 2017

From Insights

Pensions Snapshot - September 2017

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

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02 Aug 2017

From Insights

Pensions snapshot - August 2017

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

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06 Jul 2017

From Insights

Pensions snapshot - July 2017

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

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01 Jun 2017

From Insights

Pensions snapshot - June 2017

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

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03 May 2017

From Insights

Pensions snapshot - May 2017

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

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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..

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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..

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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.