Pensions Expertise
Providing comprehensive legal advice to domestic and multinational employers, scheme trustees, life offices, and representative bodies. In an increasingly complex regulatory landscape, driven by IORP II compliance and the 2026 Auto-Enrolment rollout, our expert pensions team delivers strategic, result-focused solutions across all scheme structures.
Core Services & Advisory
- Pensions Advisory & Scheme Governance: Comprehensive legal guidance across Defined Contribution (DC), Defined Benefit (DB), and Master Trust arrangements, including scheme amendments and ongoing regulatory compliance.
- Plan Design & Implementation: End-to-end support in drafting and reviewing trust documentation, service provider agreements, member information packs, and internal compliance policy framework documents.
- Disputes, Investigations & Ombudsman Appeals: Strategic risk management and representation in high-stakes pensions litigation, Pensions Authority investigations, and Financial Services and Pensions Ombudsman (FSPO) High Court appeals.
- Cross-Border & Transactional Support: Guidance on cross-border scheme setups under EU directives, DB scheme buy-ins/closures, benefit revaluations, and corporate M&A pensions integration.
Pensions Advisory & Practice Areas
Advisory Focus | Scope & Services | Key Beneficiaries |
Master Trusts & Scheme Setup | Establishment, drafting governing rules, IORP II alignment, and policy framework development. | Life offices, independent providers, corporate sponsors |
Regulatory & Compliance | Auto-Enrolment readiness, Pensions Authority Code of Practice implementation, cross-border rule compliance. | Employers, scheme trustees, industry bodies |
DB Restructuring & De-risking | DB scheme closures, buy-ins, benefit revaluation guidance, and member benefit protection strategies. | Scheme trustees, renewable energy & industrial corporates |
Dispute Resolution & Risk | Managing fund distribution errors, transfer disputes, and FSPO decision appeals to the High Court. |
