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expertise: pensions

We know how to deal with a complete range of pensions, offering advice which is enhanced by its ability to draw upon specialist help from our employment, tax and commercial disputes management teams.

We have been established for some 16 years and are legal advisers to 30 or more schemes. In the last 12 months alone, we have handled the pensions aspects of more than 45 corporate transactions.

Our work includes:

  • drafting trust deeds and rules, together with amending schemes to bring them up to date following the Pensions Act 1995
  • mergers of schemes
  • adopting the paperwork required by the Pensions Act 1995 - in particular, letters of appointment of actuaries, investment managers, custodians and auditors
  • litigation, including seeking court approval on distribution of surpluses and defending equal access claims in Industrial Tribunals
  • documentation for funded and unfunded executive top-up schemes
  • arrangements for overseas employees
  • pensions aspects of corporate deals, including MBOs, MBIs, owner-managed businesses, partnerships and educational institutions
  • advising on trust/pensions law legislation and the exercise of trustees' discretion
  • advising receivers and liquidators on their powers in relation to pension schemes in insolvency cases, including the exercise of employers' lien clause
  • switching from insured to self-administered schemes

Publications:

Dividing Line

key expertise:

Mario Conti
Partner, Head of Pensions
mario.conti@martjohn.com

Louise Pope
Director of Pensions
louise.pope@martjohn.com

 

 
pensions, investments, litigation, markets

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