Leading Associates

Pensions in South East

Shoosmiths LLP

The pensions team at Shoosmiths LLP is well regarded for its wide-ranging expertise in scheme mergers, restructures and closures, buy-in projects, wind-ups, rule amendments and GMP equalisation. The practice has a tripartite leadership under the ‘exceptional’ Heather Chandler, based in Milton Keynes, Suzanne Burrell, based in Thames Valley and described as ‘one of the best’, and Tracey Hemingway, ‘an excellent advisor’, in Solent. The team regularly advises trustees of occupational schemes and provides support to employers regarding defined contribution schemes. The practice also has strength in scheme security agreements and trustee compliance with data legislation, leveraging support from the firm’s wider banking and data protection teams. Associate Sarah Jenkins is ‘technically extremely strong’ and has experience assisting trustees with a multitude of scheme matters.

Praxisleiter:

Heather Chandler; Suzanne Burrell; Tracey Hemingway


Weitere Kernanwälte:

Sarah Jenkins


Referenzen

‘Heather Chandler is an exceptional stand-out partner. Approachable, extremely knowledgeable and very helpful with a calm and friendly manner and a good sense of humour.’

‘They are great business partners and not only provide excellent legal advice, but tailor their advice to take account of the commercial realities faced by our businesses. The team are agile and collaborative.’

‘Tracey Hemmingway is an excellent advisor, responsive, commercial and pragmatic.’

Kernmandanten

Trustees of Kesslers Group Pension Plan


Trustees of the RNIB Retirement Benefits Plan


Hewlett Packard


Trustees of the Kesslers Group Pension Scheme


Central England Co-operative Society


Trustees of Bank Leumi Pension Scheme


Trustees of Gieves Group Retirement Benefits Scheme


Trustees of Marshall Group Executive Pension Plan


Trustees of the 3M Pension and Life Assurance Scheme


J & E Hall Pension Scheme


AAF-McQuay UK Pension Plan


Lundbeck Limited


Cargill PLC


Trustees of the CIBC Retirement Savings Plan


Archer Daniels Midland


Deutz Retirement Benefits Plan Trustees


Motor Insurers Bureau (Members Club/Association)


Trustee of the National Pensions Trusts


Highlight-Mandate


  • Advised Cargill Plc on its acquisition of an energy utility plant to support its businesses and the TUPE transfer of employees.
  • Advised Master Trust Trustee on the transfer of a whole fund to new Master Trust Sponsor SEI.

Osborne Clarke LLP

With an impressive roster of high-profile clients, Osborne Clarke LLP has broad experience advising employers and trustees on pension law issues, particularly pertaining to restructuring since the firm is a Pension Protection panel member, as well as assisting on public sector pensions, disputes and data protection. The team is based across offices in Bristol, London and Thames Valley, and is led by Bristol-based Jonathan Hazlett. David Hosford, based in Reading, has a focus on risk settlement, including buy-in and -out transactions for defined benefit schemes, and transfers of assets to insurers or master trusts for defined contribution schemes.

Praxisleiter:

Jonathan Hazlett


Weitere Kernanwälte:

David Hosford


Kernmandanten

Premier Oil Pension Plan


Belfast Harbour Commissioners Pension Scheme


O & H Properties Pension Scheme


Royal College of Obstetricians and Gynaecologists Pension Scheme


Institute of Directors


Leprosy Mission Central Pension Scheme


Infineum UK Pension Scheme


Standard Group UK Pension Scheme


Aspen Healthcare Ltd Staff Pension Fund


Comshare Retirement and Death Benefits Plan


Hochtief (UK) Ltd Retirement Benefits Scheme


Bridport Pension Plan


Former trustees of the Chas A Blatchford & Sons Limited Group Pension Scheme


SG Magnets Limited Retirement Benefits Scheme


Highlight-Mandate


  • Working with Premier Oil Pension Plan, on the preparation for and implementation of a buy-in transaction with Just Retirement.
  • Supporting the trustees of Belfast Harbour Commissioners Pension Scheme.
  • Preparing for and implementing a buy-in transaction with Just Retirement for O & H Properties Pension Scheme.

Penningtons Manches Cooper LLP

Led by London-based Alison Hills, the pensions team at Penningtons Manches Cooper LLP assists a range of client types, including trustees, sponsoring employers, staff associations and insurers. The firm covers both public and private sector pension matters in the Guildford office, with Maria Riccio providing broad experience in scheme changes, mergers, terminations and debt issues arising from insolvency and restructuring, as well as high-profile litigation. Clare Coley brings valuable trusteeship experience to the Guildford office.

Praxisleiter:

Alison Hills


Weitere Kernanwälte:

Maria Riccio; Clare Coley; Sean McNulty


Referenzen

‘The team has a particular strength in education and University work in general. They are very well organised, across the detail of their cases, and hardworking.’

‘The team understands the uniqueness of our business and tailors the advice to us, very collaborative and answer all questions.’

Kernmandanten

Trustees of the Bredero Shaw UK Limited Retirement Benefits Scheme


Trustees of the Buhler Pension Scheme


Trustees of the Sortex Final Salary Pension Scheme


Trustees of the United Road Transport Union 1978 Retirement and Death Benefits Pension Scheme


Trustees of the United Road Transport Union Pension Scheme


City of London School for Girls


The Trustees of The Leicestershire Police Federation Medical Scheme


London & Caledonian Trustees Limited


Trustees of the Northamptonshire Police Federation Group Insurance Scheme


Gedore Torque Limited


Highlight-Mandate


  • Advising the Trustees of a final salary scheme with approximately £80m of liabilities in relation to its historic scheme amendments in preparation for buy-out with an insurer.

Stevens & Bolton LLP

The pensions team at Stevens & Bolton LLP, led by Andy Williams, advises on a range of contentious and non-contentious matters, with specific industry expertise in the manufacturing, energy, professional services, and private client sectors. Key types of work include corporate support, employer and trustee advice, scheme governance and funding, and transactional support regarding complex pension arrangements. Williams is noted for his particular expertise advising on reorganisations, TUPE transfers and has experience in the Employment Tribunal and High Court on a range of contentious matters. James Lister brings valuable experience as a trusts litigator. The practice is based in Guildford.

Praxisleiter:

Andy Williams


Weitere Kernanwälte:

James Lister


Kernmandanten

Shareholders of Accuro Group Holdings Ltd


The Trustees of the Buchanan & Curwen Group Senior Staff Pension Scheme


Unum


Ylem Energy


Highlight-Mandate


  • Advising a travel and leisure brand on the progression towards the winding up of its final salary/defined benefit pension scheme on a solvent basis.
  • Advising an insurance business on its adoption of a sole corporate professional trustee model for its final salary/defined benefit pension scheme.
  • Advising a European energy company on the UK aspects of its multijurisdictional acquisition of a large multinational petroleum and gas distribution business, involving a hybrid defined benefit/defined contribution pension scheme.