legal advice
legal advice to employers,
trustees and pension professionals
- powers, duties and responsibilities
- scheme governance and conduct of
business
- interpretation of scheme provisions,
documentation, UK and EU legislation
- proposals to alter or discontinue schemes or
arrangements
- establish deficit negotiation and
management
- compliance
- scheme closures, wind-ups and mergers
- member presentations
- contractual issues
- special projects
documentation
- trust deeds and rules
- ancillary documents, eg deeds of amendment, adherence, trustee
appointment/removal
- explanatory booklets and announcements
- consolidations
- trustee and company minutes, resolutions, delegations,
authorities and agreements with providers
- individual arrangements, salary and bonus sacrifices,
augmentations, special promises, etc
resolving
disputes
- internal dispute resolution – advice on
process and handling cases
- pensions ombudsman cases
- litigation in the courts
- Alternative Dispute
Resolution (ADR), including adjudication and
mediation
corporate
transactions
- due diligence
- warranty, indemnity and pension schedule
negotiations
- pension regulatory clearance
applications
- post completion implementations, including
documentation and assistance in establishing new pension
arrangements where appropriate
audits and risk
reviews
- review of trust documentation, explanatory
literature and consistency between theory and practice
- compliance with Pensions Acts 1995 and 2004,
EU law, disclosure requirements, etc
- impact of corporate transactions
- risk assessment, review and
monitoring
For further information contact
Maria
Riccio in the Pensions team on 023 8085 7088 or
email maria.riccio@bllaw.co.uk
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