Pensions: dispute resolution in London

Burges Salmon LLP

Offering ‘great technical pensions knowledge combined with litigation expertise’, Burges Salmon LLP‘s practice advises on the full scope of disputes, with its caseload consisting of drafting errors, equalisations, and Part 8 claims. The department assists a blend of trustees and employers and has a strong track record assisting the public and private sectors as well as personal pension providers. The team also has substantial experience in advising on regulatory matters, professional negligence suits, and claims arising from the liability-driven investment (LDI) crisis. Practice head Suzanne Padmore is highlighted for her occupational pension schemes and climate risk work. Justin Briggs ‘is a class act’ with experience handling professional negligence claims, among other areas. Amy Khodabandehloo is noted for her expertise in negligence claims and contentious cyber security matters.

Responsables de la pratique:

Suzanne Padmore


Autres avocats clés:

Justin Briggs; Amy Khodabandehloo


Les références

‘The breadth and depth in the team, and the way the advisory and litigation teams work so seamlessly together. At the top, Suzanne Padmore and Justin Briggs are excellent. Suzanne, in particular, excels both technically and from a client care perspective. Amy Khodabandaloo is hot on their heels. She has the technical brilliance and attention to detail but has a flair for drafting not usually seen.’

‘London quality outside London. Great technical pensions knowledge combined with litigation expertise.’

‘Justin Briggs is a class act. Highly respective for pensions litigation, easy to work with and very effective in a negotiation.’

Principaux clients

St Modwen Properties PLC


St Modwen Pensions Limited


Principaux dossiers


  • Advising St. Modwen Properties Limited and the Trustee of the St. Modwen Pension Scheme in relation to an application to rectify the Scheme rules to correct an error left un-rectified following a previous, successful, rectification application.

CMS

Boasting ‘first-class knowledge and resources’, the team at CMS has a strong track record in major Part 7 professional negligence claims and complex Part 8 claims. Maria Rodia leads the team, with the ‘fantastic’ Neil Smith being a key port of call for actuarial and benefit consultants in professional negligence disputes; Neal Gibson brings additional experience in these areas. Manchester’s Tim Green handles a range of equalisation cases, Beddoe relief, and cross-border enforcements. TPR investigations are a core area of expertise for Keith Webster. Other key names include Mark Atkinson, who is commended as ‘one of the most knowledgeable and astute pensions lawyers in practice’, Simon Pilcher who is an expert in covenant support, scheme mergers, and asset backed funding, and Johanna Clarke who is particularly adept at assisting with DC master trusts. Alexandra Tomlinson, Simon Evans, and Kayleigh Garforth are also integral team members, and Mark Grant  retired.

Responsables de la pratique:

Maria Rodia


Autres avocats clés:

Neil Smith; Neal Gibson; Tim Green; Mark Atkinson; Keith Webster; Simon Pilcher; Johanna Clarke; Alexandra Tomlinson; Simon Evans; Kayleigh Garforth


Les références

‘CMS are the leading firm in pensions dispute resolution. No-one else can match their combination of first-class knowledge and resources. A behemoth, and in a good way!’

‘Mark Atkinson is one of the most knowledgeable and astute pensions lawyers in practice. Involved in some of the biggest cases. Will move mountains for his clients – and will know which mountains need to be moved. One of my top 3.

‘Neil Smith is a fantastic client partner whose clients, quite rightly, are devoted to him.’

Principaux clients

Aon


Willis Tower Watson


Universities Superannuation Scheme Limited


Cobham Pension Plan


Trustee of the Scottish Solicitors’ Staff Pension Fund


Trustee of the Reynards UK Centralised Pension Scheme


Trustee of the Munro & Miller Fittings Retirement Benefit Scheme


Trustee of the Biwater Retirement and Security Scheme


Board of the Pension Protection Fund


Legal & General


Vidett


IGG


BT


Principaux dossiers


Eversheds Sutherland (International) LLP

Eversheds Sutherland (International) LLP's team is known for acting in high-profile pension disputes. The team also has broad experience encompassing TPR enforcement investigations and proceedings, including on issues surrounding master trusts, governance issues, the use of scheme surpluses, and professional negligence claims. Praised as ‘one of the biggest names in pensions’, practice head Claire Carroll has a wealth of knowledge in scheme rectifications, pension ombudsman complaints, and defending professional advisors. Jennifer Miles counts protection of privilege and construction of scheme documents among her areas of expertise, while Emma King focuses on pensions regulatory investigations and complaints. Daniel Murphy and Richard Bacon are also integral members of the team, as are Felicity Rich, Amanda Rowley, and Samuel Fulda.

Responsables de la pratique:

Claire Carroll


Autres avocats clés:

Jennifer Miles; Emma King; Daniel Murphy; Richard Bacon; Felicity Rich; Amanda Rowley; Samuel Fulda


Les références

‘Technically excellent. Not afraid of the detail. Great resource. Listen carefully to the client and provide brilliant support. Friendly and approachable. A pleasure to work with. Punches above their weight and good value for money. Would highly recommend.’

‘Claire Carroll and Richard Bacon are both excellent lawyers. Technically brilliant and market leaders in their practice. They make a great team and are always a pleasure to work with.’

‘Worked with the firm in the context of mediation – very prestigious law firm, good to work with on mediations, do well by their clients and work hard to achieve best results for their clients. High quality service offered to clients and the partners/associates are very fluent and experienced.’

Principaux clients

National Gas Transmission Plc


The Trustees of the National Transcommunications Limited Pension Plan


Aon Consulting Limited


Universities Superannuation Scheme


Standard Life Assurance Limited & Standard Life Trustee Company Limited


Options UK Personal Pensions LLP


Aviva Life & Pensions UK Limited


Financial Services Compensation Scheme Limited


Avon Cosmetics Limited


Principaux dossiers


Gowling WLG

Gowling WLG‘s ‘top level’ team represents a diverse range of employers, trustees, local and national governments throughout the pensions space. The firm is well-known for handling high-profile high court and court of appeal cases, in addition to mandates concerning scheme surpluses and occupational scheme-related cases. The ‘exceptionally strong’ team is led by highly regarded pensions expert Ian Gordon who has vast expertise spanning from rectifications to professional negligence claims, in addition to acting as chair of the Association of Pension Lawyers Litigation sub-committee. Gordon is supported by Aaron Dunning-Foreman who is praised by clients for ‘energetic, hard-working, good at seeing alternative angles and thinking outside the box’, often advising on LDI claims. Nicky Yarwood who specialises in Part 8 claims is another key contact, as is Josh Sheppard.

Responsables de la pratique:

Ian Gordon


Autres avocats clés:

Aaron Dunning-Foreman; Nicky Yarwood; Josh Sheppard


Les références

‘The strength-in-depth of Gowling’s team stands them out amongst their peers.’

‘Aaron Dunning-Foreman was excellent in dealing with complex and time-sensitive member complaints. His communications were clear, thorough and offered pragmatic solutions which ensured a timely resolution to the issues.’

‘The team provide pragmatic and efficient advice in an easily digestible format. The advice is always presented in layman’s terms but this in no way effects the quality of the advice received. The advice presented considers all angles including the impact on commercial relationships.’

Principaux clients

Mitchells & Butlers Pensions Limited


Britvic Pensions Limited


CGI IT UK Limited


The Trustees of the Thales UK Pension Scheme


The Trustee of KPMG Staff Pension Fund


Croydon Borough Council


Virgin Media Limited


Government of Canada


The Trustees of the Debenhams Retirement Benefit Scheme


The Trustees of the National Farmers Union Mutual Insurance Society Limited Retirement Benefits Scheme


The Very Group Limited


Vidett


Independent Governance Group


BESTrustees


Independence Governance Group


Zedra


PAN Trustees


Principaux dossiers


  • Act on behalf of Virgin Media Limited and will be representing our client at the Court of Appeal hearing in June 2024. This is the section 37 case first heard by the High Court in 2023.
  • Advising on and handling a number of potential negligence claims against fund managers and fiduciary managers in a cutting-edge area of law; namely, involving failed or mismanaged LDI strategies that led pension schemes to suffer a loss in the aftermath of the September 2022 mini budget.

Hogan Lovells International LLP

‘A go-to firm at the top of their game’, Hogan Lovells International LLP’s covers the full spectrum of pensions litigation issues, including regulatory work and professional negligence-related matters. The group maintains a strong track record for handling big-ticket cross-border cases. Hailed as ‘the best in the business’, Angela Dimsdale Gill spearheads the team and has expansive knowledge of pensions matters, ranging from regulatory proceedings to rectification claims. The ‘fantastic’ Nicholas Heaton leads the professional negligence practice, and the ‘bright and energetic’ Matthew Bullen is a key name within the practice. Nathan Sherlock is ‘extremely knowledgeable’.

Responsables de la pratique:

Angela Dimsdale Gill


Autres avocats clés:

Nicholas Heaton; Matthew Bullen; Nathan Sherlock


Les références

‘Teamwork and co-operation are at the heart of the way they operate.’

‘Fantastic technical minds, able to cope with the most financial and actuarially complex challenges without any issue.’

‘Angela Dimsdale-Gill – the best in the business – brilliant mind and able to work through every angle in a way others simply cannot. Matthew Bullen – very strong thinker and understands all the actuarial nuance of pensions’

‘Angele Dimsdale-Gill is a senior, well-known and highly respected litigator in the pensions arena. It has been a pleasure – and an education – working with Angela. Nathan Sherlock is extremely knowledgeable and has considerable experience of litigation both in the UK and overseas. When I act as an expert, I know that Nathan will have the necessary facts at his fingertips. Matthew Bullen is an experienced litigator in relation to professional negligence claims.’

‘Nicholas Heaton is fantastic. Technically superb, he is equally adept with the detail and the big picture and never loses sight of what the client wants and what capital the other side might make of certain litigation decisions. Nathan Sherlock is a different character in terms of personality but it very bright, very hard working and diligent and is able to manage large litigation on his own. Angela Dimsdale-Gill is formidable and Matthew Bullen is bright and energetic.’

‘They are a go to team for innovative thinking and taking on unusual and precedent setting cases.’

‘The team has a great depth of experience and can call on wealth of overseas expertise which was essential on a number of our cases.’

‘Nicholas Heaton and Nathan Sherlock have proved especially responsive, efficient and effective in dealing with very complex issues. Their clarity has in turn helped the trustee in reaching its decisions.’

Principaux clients

The Board of the Pension Protection Fund


ITV PLC


De La Rue


Principaux dossiers


  • Acting for the Board of the Pension Protection Fund in expedited Court proceedings aimed at developing the law on a matter of industry-wide importance.
  • Representing the FTSE-listed banknote printer De La Rue in a complex and high-stakes construction application seeking clarity as to the true meaning of an obscure provision in its pension scheme rules.
  • Acting for the Board of the Pension Protection Fund in litigation in Germany, in the first ever attempt to enforce a Contribution Notice issued by the UK Pensions Regulator against an overseas target.

Linklaters LLP

Often collaborating closely with the firm's non-contentious pensions team, the pensions dispute resolution team at Linklaters LLP has extensive experience in handling the full spectrum of contentious pensions work for a blend of employers, trustees, insurers, and professional services firms. Praised for being ‘very clever but with a great tactical mind and common sense’, practice head Mark Blyth is regularly acts in disputes concerning funding and restructuring, matters involving the pensions regulator, benefit redesign, rectification and professional negligence. Sarah Opie and Tom Kent are key figures within the team who handle both contentious and non-contentious issues.

Responsables de la pratique:

Mark Blyth


Autres avocats clés:

Sarah Opie; Tom Kent


Les références

‘Depth of knowledge across the team who all work collaboratively with their client.’

‘They integrate well into a team environment and offer practical and pragmatic solutions as well as the in-depth analysis when required.’

‘Their advice is decisive and does not sit on the fence, enabling the client to move forward and take informed decisions.’

Principaux clients

Verity Trustee Limited, the Trustee of The Pensions Trust


Trustee of the BP Pension Fund


ITV plc


Trustee of the Merchant Navy Ratings Pension Fund


Trustee of the Bristol Water Pension Scheme


BBC


Principaux dossiers


  • Advising the Trustee of The Pensions Trust on proceedings to consider construction questions arising from a benefit review exercise.
  • Advising the Trustee of the BP Pension Fund on potential claims by the BP Pensioner Group in relation to discretionary pension increases.
  • Advising ITV plc on its long-running ‘moral hazard’ case brought by the Pensions Regulator in relation to the Box Clever Pension Scheme..

Pinsent Masons LLP

Pinsent Masons LLP stands out for their strength in professional negligence-related matters and pensions regulatory actions. Rectifications and moral hazard claims represent are another core part of the practice, with class actions and ombudsman complaint being an area of growth. Having assumed leadership of the practice in early 2024, Hayley Goldstone is ‘collaborative, outcome focused and practical’ and advises on the full gamut of pensions litigation. Former head, Isabel Nurse-Marsh is a central part of the team and is known for her ability to handle professional negligence claims, pensions ombudsman disputes, and judicial reviews, among other areas. In 2024, Charlotte Scholes joined the group from Gowling WLG, further strengthening the team’s bench in areas such as remedial litigation. Liam Fitzgerald and Laura Crilly are also recommended, as are Richard Meers, Matt Sumpton, and Sam Robinson. The team is spread across London, Scotland, and Manchester, and has experience representing insurance companies, law firms, and trustees.

 

 

Responsables de la pratique:

Hayley Goldstone


Autres avocats clés:

Isabel Nurse-Marsh; Charlotte Scholes; Liam Fitzgerald; Laura Crilly; Richard Meers; Matt Sumpton; Sam Robinson


Les références

‘Hayley Goldstone was an absolute pleasure to work opposite on a recent matter. She is collaborative, outcome focused and practical.’

‘Hayley Goldstone has been very solid and supportive throughout the whole process and we have been very pleased with Hayley’s support. Richard Meers, who has been supporting Hayley, has also been very practical and accessible.’

‘Liam Fitzgerald is excellent: very switched on, in tune with the detail, and a great case handler.’

Principaux clients

Trustee of the Newell Rubbermaid UK Pension Scheme


Representative Beneficiary of the Biwater Retirement and Security Scheme


Trustees of the Horizon Pension Scheme


International Law Firm


Plumbing Pensions (UK) Limited


Mercer Limited


Principaux dossiers


  • Advised the trustees of the Newell Rubbermaid UK Pension Scheme in seeking directions from the Court as to how to administer the Scheme – a High Court case which considers the impact of age discrimination and other areas of long established Pensions case law.
  • Advised the representative beneficiary in connection with a court application relating to the Biwater Retirement Pension Scheme – the case on the scope of the pension lifeboat, the Pensions Protection Fund.

Sacker & Partners LLP

The team at boutique firm Sacker & Partners LLP has extensive expertise spanning the full scope of pensions disputes, with a strong focus on high court litigation, regulatory investigations, data breaches, and issues relating to the LDI crisis. The firm acts for a number of high-profile clients including the likes of John Lewis Partnership Trust for Pensions, the DHL Group Retirement Plan, and Boots Pension Scheme, among many others. With longstanding experience in pensions litigation, Peter Murphy heads the practice, while James Bingham routinely handles member claims, professional negligence issues, and pensions ombudsman-related matters. Arshad Khan counts construction of deeds, rectification, and court-approved compromises among his areas of expertise, while Amy Difford is another integral member of the team.

Responsables de la pratique:

Peter Murphy


Autres avocats clés:

James Bingham; Arshad Khan; Amy Difford


Les références

‘Very competent team and able to provide pragmatic and commercial advice in a variety os situations.’

‘Very dynamic firm, always come prepared to mediations, advise their clients well and pragmatically.’  

‘They are expert in the area and adopt a sensible and pragmatic approach.’

Principaux clients

Honda Motor Europe Limited


Cobham Limited


Trustee of the Nationwide Pension Fund


Trustee of the DHL Group Retirement Plan


John Lewis Partnership Trust for Pensions


Trustee of the Yorkshire & Clydesdale Bank Pension Scheme


Trustee of the GSK Pension Plan


Trustee of the Boots Pension Scheme


Trustee of the TI Group Pension Scheme


Trustee of the ITV Pension Scheme


Principaux dossiers


  • Advising clients, including Boots Pension Scheme, Goldman Sachs Pension Scheme, and Nationwide Pension Fund, on risk issues and member complaints which have arisen from the recently introduced statutory conditions for pension transfers.
  • Advising clients, including DHL Group Retirement Plan, Yorkshire and Clydesdale Bank Pension Scheme, John Lewis Partnership Trust for Pensions, and GSK Pension Scheme, on various member complaints under schemes’ IDRP processes and with the PO.
  • Acted in a rectification action to resolve mistakes made by a plan’s professional advisor in preparing three definitive deeds from 2010 to 2021. The firm is also acting in potential professional negligence proceedings against the former adviser.

Stephenson Harwood

With ‘extensive experience of the process and a unique capability to determine the most commercial approach’, Stephenson Harwood‘s team regularly acts in high-profile professional negligence claims and complex regulatory disputes, including FCA and TPR investigations, both of which are cornerstones of the practice. The group regularly collaborates with the firm’s private wealth, contentious trusts, pensions advisory, and regulatory teams. Described by clients as a ‘tactical genius’, Helena Berman leads the practice and has substantial experience acting on complex pensions and trust disputes concerning the law of limitation, construction of trust documents, and defending trustees in professional negligence cases. Jenny McKeown has ‘a great eye for litigation advantage’ and is adept at advising insurers and UK law firms on professional negligence claims. Chris Edwards-Earl is a ‘very personable and effective litigator’, while Maria Chami is another name to note.

Responsables de la pratique:

Helena Berman


Autres avocats clés:

Jenny McKeown; Chris Edwards-Earl; Maria Chami


Les références

‘Stephenson Harwood and innovative, creative and solutions focused. They are very commercially focused – they have a vast amount of industry knowledge and their advice goes far beyond the purely legal, the give clients valuable strategic advice as well. They are actively involved in many of the reported pensions cases and their first hand experience with these cases is invaluable.’

‘Helena Berman and Chris Edwards-Earl are both fantastic – commercial and solutions-focused. They have in depth industry knowledge which they utilise to full effect for the benefit of their clients. They are also pragmatic, focusing on their clients needs and aims and presenting solutions that meet those needs.’

‘Particularly strategic and proactive in defending claims. Very good knowledge of client processes and approach. Very strong investment in developing client relationship and ensuring consistent standard of service across firm.’

Principaux clients

Representative Beneficiary of the BBC pension scheme


Mercer Limited and Sedgwick Noble Lowndes Limited


BP Pensioner Groups


Principaux dossiers


  • Acting for the Representative Beneficiary of the BBC Pension Scheme in in proceedings which would determine the scope of the Scheme’s amendment power and whether significant variations can be made to the Scheme going forwards. In July 2023, judgement was handed down in favour of the client, and the firm’s involvement continues as the BBC has made the decision to appeal the decision to the Court of Appeal.
  • Defending Mercer Limited and Sedgwick Noble Lowndes Limited in a high value negligence claim issued by the employer and trustees of the Honda pension scheme in December 2009 regarding a range of alleged defective amendments to the scheme between 1986 – 1999.
  • Advising the Steering Group (representing hundreds of members of the BP Pension Scheme) in relation to actions taken by the Scheme Trustee (BP Pension Trustees Limited) and BP, in light of BP’s decision to not pay full RPI pension increases.

Baker McKenzie

The ‘smart, astute and very experienced’ team at Baker McKenzie handles a wide spectrum of pensions disputes, often representing trustees, sponsoring employers, professional service providers, and public pensions bodies before the High Court and Court of Appeal, and in matters involving the pensions ombudsman and pensions regulator. Heading the practice is Arron Slocombe who regularly advises on matters concerning buyouts and liability management, together with regulatory clearance and corporate restructurings. Jonathan Sharp, meanwhile, regularly assists with the establishment and amendment of schemes, mergers, scheme members’ complaints, and investment issues. Jeanette Holland is a key name for anti-avoidance and clearance matters. Tom McNaughton covers de-risking, corporate transactions and re-organisations, with Hannah Moxon and Lauren Awoyinka bringing further breadth on liability management matters.

Responsables de la pratique:

Arron Slocombe


Autres avocats clés:

Jonathan Sharp; Jeanette Holland; Tom McNaughton; Hannah Moxon; Lauren Awoyinka


Les références

‘ Very professional and no nonsense approach.’

‘Smart, astute and very experienced.’

Principaux clients

Atos IT Services UK Limited


Principaux dossiers


  • Advising Atos on a case to assess the complex rules and statutory funding provisions of the industry-wide Railways Pension Scheme and the interaction with the UK Pensions Regulator. After the High Court decision in December 2022, the firm successfully obtained permission to appeal.

Herbert Smith Freehills LLP

Noted for advising sponsoring employers on drafting errors and issues relating to scheme documentation, Herbert Smith Freehills LLP's ‘technically excellent’ team is well-versed in construction and rectification issues in addition to surplus-related disputes, professional negligence claims, and issues arising from sponsor insolvencies. The team is jointly led by Samantha Brown and William Glassey with the former often handling a blend of contentious and non-contentious work such as pensions regulator enforcement cases, and the latter being particularly adept at handling professional negligence defence claims against solicitors, pensions actuaries, and property professionals. John Whiteoak, head of the contentious insolvency team, is another key name, as is Antonia Pegden who has experience in handling GMP equalisation cases. Dan Saunders is also recommended for matters involving professional negligence.

Responsables de la pratique:

Samantha Brown; William Glassey


Autres avocats clés:

John Whiteoak; Antonia Pegden; Dan Saunders


Les références

‘Technically excellent, tactically astute and not afraid to get stuck into the detail. I would highly recommend this team. They have been a great support and a trusted partner.’

‘William Glassey – Greatly respected and trusted advisor. Technically excellent and has a wealth of experience to offer. Very proactive and responsive. Friendly and approachable. Dan Saunders – again, a technically brilliant lawyer. Not afraid to get stuck into the details. Very responsive and proactive. A great support. Very friendly and approachable. Together, Will and Dan make a great team and are a pleasure to work with.’

‘A terrific team of litigators. Will spend a lot of time working out what the client wants or needs and how best to achieve that before going out guns blazing to achieve that.’

Principaux clients

Aon


Marsh McLennan


The Board of the Pension Protection Fund


Willis Towers Watson


JLT Wealth Management


Scottish Power


WH Smith


Principaux dossiers


Osborne Clarke LLP

The ‘strong and sizeable’ team at Osborne Clarke LLP advises a range of employers, trustees, scheme members and consultants on professional negligence claims, equalisations, restructuring and insolvency matters, and regulatory investigations. The firm is also known for its strength in Part 8 rectifications and construction applications, especially for representative beneficiaries. The practice is led by Jonathan Hazlett who specialises in the full spectrum of pensions disputes, with Charles Crowne being another key name within the practice. Paul Matthews has experience in trustee and employer work – he is also known for his position as director of the firm’s subsidiary, an independent trustee company Open Trustees Limited. Chris Netiatis is a key figure within the team, with Katherine King often acting in warranty claims, contractual claims, and professional negligence. On IDRP issues and overpayment claims, Charlotte Stafford is a key name of note. The team is split between London and Bristol.

Responsables de la pratique:

Jonathan Hazlett


Autres avocats clés:

Charles Crowne; Paul Matthews; Chris Netiatis; Katherine King; Charlotte Stafford


Les références

‘Katherine King. Katherine has been able to both guide us as to our responsibilities as well as reassure us as to the process and timelines. The issues they are supporting us with have been very worrying for us as a client and her calm, measured and clear advice and guidance has been essential. Not afraid to give bad news but clearly works hard to support client and move towards effective resolutions.’

‘Knowledgeable team with obvious experience.’

‘Efficient, focused, determined’

‘Osborne Clarke’s pensions dispute resolution practice is strong. Members have excellent technical knowledge, which they bring to their cases. They are also sensible and commercial, and handle cases effectively and collaboratively.’

‘Individuals we work with include Katherine King, Paul Matthews and Charles Crowne. They are sensible, competent and all a safe pair of hands. I would single out Katherine, we rate her highly.’

‘The team at Osborne Clarke has a strong reputation in acting for representative beneficiary defendants on contentious pensions disputes.’

‘Katherine King is a great case handler; very switched on and excellent and driving matters foward.’

‘Great pensions team – particularly Charlotte Stafford who has excellent pensions knowledge as well as being an excellent litigator.’

Principaux clients

Trustee of the T&N Retirement Benefits Scheme (1989)


Trustees of the Boxclever Pension Scheme


The Board of the Pension Protection Fund


Trustee of the Eastman Machine Company Superannuation Scheme


£750m scheme


Trustees of the Old British Steel Pension Scheme


Principaux dossiers


Slaughter and May

Notably acting for clients such as the Railways Pension Trustee Company Limited and for a trustee of the BBC Pension Scheme, Slaughter and May’s team acts for a number of high-profile trustees and employers. Part 8 proceedings and regulatory investigations make up core areas of expertise, along with Pension Ombudsman, benefits disputes, and professional negligence claims. The practice is led by the ‘excellent’ Richard Jeens who has substantial expertise spanning investigations and issues relating to structuring and transactions. Daniel Schaffer is praised for his combination of being ‘technically brilliant, razor sharp, and a great tactician’. Charles Cameron is another key name, as is Chris Sharpe who is particularly experienced on pensions aspects of complex M&A transactions and restructurings. Isobel Carruthers and Rachel Hunter are key figures within the team, and Sandeep Maudgil retired in April 2023.

Responsables de la pratique:

Richard Jeens


Autres avocats clés:

Daniel Schaffer; Charles Cameron; Isobel Carruthers; Rachel Hunter; Chris Sharpe


Les références

‘The team is very strong on technical pensions aspects and really good at communicating complex information in an understandable way. Whilst on top of the technical detail, the team retains a very clear focus on which points are worth raising and which aren’t. The team is extremely reliable and responsive and, regarding so far as billing is concerned, focused on value delivery. Crucially, the link between the pensions and dispute resolution specialists in the team is seamless.’

‘Richard Jeens has led for us on the disputes side, with Chris Sharpe leading on the pensions specialist aspects. Both are outstanding lawyers. From a client perspective, Richard is very straightforward to deal with and has an ability both to understand all of the detail whilst also keeping sight of the overall strategic objective. Richard is very commercially aware and a first-rate communicator. Chris is very sharp and focused on delivering top advice and a superb service, and is a real pleasure to deal with.’

‘The team is unique in my experience, combining absolute excellence in technical capability, ability to take that and apply it to creative solutions. With an absolute focus on client experience and positive outcomes. A truly outstanding team with strength in depth.’

Principaux clients

Railways Pension Trustee Company Limited, the Trustee of the Railways Pension Scheme


Trustee of the BBC Pension Scheme


Reach Plc


Principaux dossiers


  • Advised Railways Pension Trustee Company Limited, the Trustee of the industry-wide Railways Pension Scheme, in relation to the successful 2023 Court of Appeal hearing in RPTCL v ATOS IT Services UK Limited v Anor and a connected investigation by the Pensions Regulator.
  • Advising the BBC Pension Scheme on the High Court hearing and subsequent appeal to the Court of Appeal for the Part 8 claim brought by the BBC.
  • Advising Reach plc, publisher of 130 national and regional brands, in relation to a Pensions Regulator intervention regarding the 2019 statutory actuarial valuation of the MGN Pension Scheme.

Squire Patton Boggs

Squire Patton Boggs’ pensions disputes team is described by clients as a ‘first choice for representative beneficiary work’ and is noted for its ‘specialist knowledge of UK pensions regulation’. Aside from its strength in regulatory and fraud work, the practice also has extensive experience in handling professional negligence claims, construction and rectification issues, risk management and pensions insurance matters, and data breach incidents. Described by one client as ‘one of the best pensions lawyers in the UK’, Victoria Leigh heads the team and brings a wealth of knowledge in risk management and commercial disputes space. With experience assisting trustees, members, and pensions advisors, Jason Blakey is especially noted for advising on regulatory proceedings and pensions regulator actions. Mariyam Harunah is another key name. The team is spread across London, Manchester, Leeds, and Birmingham.

 

Responsables de la pratique:

Victoria Leigh


Autres avocats clés:

Jason Blakey; Mariyam Harunah


Les références

‘Specialist knowledge of UK Pensions regulation and legal precedent.’

‘Victoria Leigh is knowledgeable and experienced in the field of pensions dispute resolution. Victoria has been very helpful in guiding me through the regulatory process. At the same time she has been highly sensitive to my situation as a private individual with limited resources and has sought at every opportunity to help me to contain the costs involved.’

‘Victoria Leigh has been excellent with regard to knowledge, availability and engagement. ’

Principaux clients

Jaguar Land Rover Pension Schemes


James Cropper Plc


Entrust Pension Ltd


Greater Manchester Pension Fund


Pan Trustees


Representative Beneficiary of the National Transcommunications Limited Pension Scheme


Representative Beneficiary of the Newell Rubbermaid Pension Scheme


West Midlands Pension Fund


Trustees of the Jamal Retirement & Death Benefits Scheme


Principaux dossiers


  • Acted for the successful representative member in the landmark decision of Virgin Media v NTL Pension Trustees II Limited & Ors regarding the validity of amendments to contracted out pension schemes.
  • Acted for James Cropper Plc and Entrust Pension Limited on a significant professional negligence claim against Aviva regarding failings in its advice regarding the equalisation of normal retirement ages.
  • Acted for the representative beneficiary in the case of Newell Trustees Limited v Newell Rubbermaid UK Services Ltd & Anr concerning the validity of scheme changes converting final salary to money purchase benefits.

Addleshaw Goddard

Addleshaw Goddard’s varied practice advises on a wide range of disputes, including those relating to professional negligence, surplus management, restructuring and insolvency, and de-risking, among other areas. The team is regularly instructed by large companies, trustee boards, and pensions professionals, and has wide sector expertise ranging from university schemes to energy and utilities. Leading the team is Susan Garrett who has extensive experience in handling cases spanning pensions ombudsman claims to sex equalisation, scheme documentation and professional negligence. Rachel Uttley is especially active on IDRP and ombudsman claims, with a number of recent cases relating to benefit rectification. Jade Murray  utilises her longstanding experience to act for blue-chip pensions trustees; Murray also leads the firm's the SIPPs and pension products team. Other key names include Clare Dwyer and Alexandra Seabridge, both of whom have expertise across construction of pension documents, rectifications, and professional negligence claims.

Responsables de la pratique:

Susan Garrett


Autres avocats clés:

Rachel Uttley; Jade Murray; Catherine McAllister; Clare Dwyer; Alexandra Seabridge; Catherine Radcliffe; Jonathan Stewart; Andrew Steer; Leanne Oddy; Alexandra Fricke


Les références

‘Excellent teamwork. Strength in depth. 100% commitment to the client’s cause – really going the extra mile to achieve a result the client wants.’

Principaux clients

Co-operative Group Limited


Trustees of the BT Rolatruc Limited Staff Life Assurance and Pension Scheme


Trustee of the Asda Group Pension Scheme


Daily Mail & General Trust Plc


Britvic plc


Trustee of the Short Brothers Pension Scheme


Pension Insurance Corporation


Trustees of the Ibstock Pension Scheme


CMG Pension Trustees Limited


Communis Plc and parent group OSG


Trustees of the Repsol Sinopec Pension and Life Scheme


IFGL and its subsidiaries Ardan and RL360


Local Government Pension Services


Financial Services Compensation Scheme


Principaux dossiers


  • Acted for CMG Pension Trustees Limited in two sets of Court proceedings concerning the CMG UK Pension Scheme and follow on Court of Appeal proceedings in an appeal brought by the Pensions Ombudsman. The first, which concluded in April 2021, concerned the rectification of the definition of pensionable salary under the Scheme. Rectification was granted. The second involved the Trustee seeking declarations from the Court on the forfeiture provisions of the Scheme, and how that impacts on the administration of the Scheme. The judgment was handed down in August 2022 and has been subject to significant commentary since.
  • Acting in a matter concerning significant preference; transaction at an undervalue; an account of profits and/or return of properties claims made against the client. A key element of the claim is about the reorganisation of pension scheme liabilities which had a section 75 deficit of more than £300m and a flexible apportionment agreement.
  • Acted for an employer and trustees of a pension scheme in a professional negligence claim against their former advisor. The claim alleged numerous errors in the advice and documents drafted around equalisation of benefits resulting in the significant increase of the Scheme’s liabilities. The case settled on confidential terms following disclosure, witness and expert evidence, and shortly before the trial was scheduled to take place.

Clyde & Co

Drawing on the firm’s strong PI expertise, the ‘intellectually first rate and strategic’ team at Clyde & Co excels in handling professional negligence claims. Other areas of expertise include remedial proceedings relating to construction issues, disputes arising from defective drafting of scheme documentation, and defective restructuring and merger advice. Alongside these, the practice’s trustee liability insurance expertise stands out. Fergal Cathie leads the team, with Ivan Wilkinson being well-known for his professional liability expertise. Laura Cooke specialises in financial institutions insurance mandates where she regularly advises insurers on coverage under pension trustee liability policies. Also recommended are Toby Rouse and Paul Hodges.

Responsables de la pratique:

Fergal Cathie


Autres avocats clés:

Ivan Wilkinson; Laura Cooke; Toby Rouse; Paul Hodges


Les références

‘You are in very safe hands with the Clyde & Co team. Careful, intellectually first rate and strategic. All that you could hope for.’

‘Ivan Wilkinson is absolutely excellent. Very user friendly, well-plugged in with the pensions gliterrati as well as clever and efficient. What a combination!’

‘The top team for pensions and professional negligence.’

Principaux dossiers


Dentons

Often representing sponsoring blue-chip employers and trustees across a wide range of pensions disputes, Dentons has a strong track record across defined benefit and defined contribution schemes; this is complemented by its experience in advising on life assurance arrangements and healthcare trusts, in addition to public sector schemes. Alongside disputes concerning surplus distribution, buy-outs, and member complaints, the department is well-placed to assist on data breach incidents and ESG issues. Eleanor Hart heads the practice and is well-versed in a wide range of pensions disputes including those with cross-border aspects. Having joined in the second half of 2023, Carolyn Saunders is another highly regarded practitioner with a strong understanding of ESG-related matters.

Responsables de la pratique:

Eleanor Hart


Autres avocats clés:

Carolyn Saunders; Caroline Curran


Les références

‘The team is relatively small but has individuals who are equally adept at contentious and non-contentious matters. This has real benefits on contentious matters with a technical background as one partner and one associate can provide the necessary technical and litigation expertise.’

‘Carolyn Saunders combines considerable technical knowledge and experience of some of the most complex and important pensions cases of the last few decades. She is very good to work with. An accomplished public speaker, she is extremely well known in the market and is often called upon to comments on legislative or other developments.’

Principaux clients

BCA Pension Trustees Ltd


Wardell Armstrong


Bus Employees Pension Trustees Limited


NBPF Pension Trustees Limited


Principaux dossiers


  • Advising on a compromise on behalf of the trustees in order to compromise a section 75 debt claim against the employers (but the terms of the compromise require court approval). This claim arose, following the buy-out of all benefits with an insurer, when it was discovered that the pensions secured for over 1,300 members were too low because it had been wrongly assumed normal retirement ages for men and women were equalised at age 65 in 1991. Various issues have arisen that threatened to derail the compromise including tax liability on the payments to members and GMP equalisation. The trustees have now obtained clearance from HMRC on the complex tax issues. A hearing to approve the compromise is expected in 2024.
  • Advising the associated/connected parties of a company in administration on an investigation by the Pensions Regulator that steps in the lead up to its insolvency and subsequent restructuring may have materially impacted the scheme in a detrimental manner. The firm advised the associated/connected parties on a more than eighteen month request for information from the Pensions Regulator into the restructuring to tight deadlines, as well as putting forward a detailed rescue proposal.
  • Advising a client on auto-enrolment compliance issues. Advising on these issues was particularly sensitive as the client is under constant spotlight from the media and has a unionised workforce. The firm was able to provide concise and risk-based advice in response to the complex issues relating to non-compliance with the auto-enrolment requirements, reflecting on our experience of enforcement action by the Pensions Regulator.

Mayer Brown International LLP

Acting for, among other groups, a blend of insurers, and professional service firms, Mayer Brown International LLP’s cross-disciplinary team advises on the full gamut of pensions disputes. The firm has broad experience in handling pensions ombudsman and regulatory investigation cases, in addition to disputes arising from scheme document rectification, investment disputes, governance issues, and insolvency-related disputes. Practice head Andrew Block is skilled across a broad set of contentious regulatory and litigation matters, assisting both trustees and employers. Tim Shepherd regularly defends claims against professional firms and individuals, while Stuart Pickford has vast expertise in governance matters.

Responsables de la pratique:

Andrew Block


Autres avocats clés:

Tim Shepherd; Stuart Pickford


Les références

‘A slick and commercial outfit with ability to handle the most complex of matters in this area.’

‘Stuart Pickford is a diligent and very safe pair of hands. He is extremely calm under pressure and the cases I have worked with him on ran like clockwork.’

Principaux clients

Pension Protection Fund


Merchant Navy Ratings Pension Fund Trustees Limited


QBE Insurance


Reed Elsevier Pensions Trustees Limited


Massey Ferguson Works Pension Trust Limited


Kingfisher Pension Trustee Limited


Santander (UK) Group Pension Scheme Trustees Limited


JMEPS Trustees Limited


Prudential Staff Pensions Limited


Principaux dossiers


  • Represented trustees in a dispute concerning their rights under an intercreditor agreement
  • Acting for pensions consultancy in defence arising from alleged failure effectively to equalise retirement ages for male and female members and other benefit amendments.
  • Successfully defending trustees in a long-running Pensions Ombudsman complaint arising from the alleged loss of a member’s savings

Taylor Wessing LLP

Taylor Wessing LLP’s team is highly regarded for its pensions fraud work, together with its advising of professional trustees in particular. The firm is also highly reputed for its corporate restructuring work as well as rectification and cases involving the pensions regulator. With experience advising a range of employers and trustees from large companies, public sector bodies, and charities, among other groups, Mark Smith leads the team with his broad experience on both the contentious and non-contentious sides.

Responsables de la pratique:

Mark Smith


Les références

‘A very good close team that work closely with client’

‘Mark Smith listens and gives very clear advice.’

‘A relatively small scheme which more than makes up in quality what it may lack in numbers.’

Principaux dossiers


  • Advised the trustees of a pension scheme operated by an employer in the financial services sector on potential claims against an investment manager for how it responded to the LDI crisis and what that meant for the plan.
  • Advised the trustee of a pension scheme operated by employers in the transport and logistics sectors on claims by a former director about his status and other matters. The firm succeeded in having the claims struck out by the Court.
  • Advised the trustee of a large pension scheme in connection with a possible use of powers by the Pensions Regulator in relation to the refinancing of an employer group

TLT

TLT’s ‘sensible and pragmatic’ pension litigation team has experience spanning a broad array of pensions matters, particularly in relation to rectification proceedings and professional negligence claims. The team continues to handle High Court litigation, pensions ombudsman complaints, and instructions surrounding SIPP investments. Practice co-head Sasha Butterworth regularly acts for employers and trustees on pension change projects, regulatory work, master trusts, and ESG governance. Fellow co-head and ‘good litigation tactician’ Victoria Mabbett brings is well-versed in professional negligence, construction and rectification matters. Chris Crighton is a key name for public sector pensions disputes. Other key names include Ed Fiddick, Kate Ward, Victoria Channing, and Richard Clark.

Responsables de la pratique:

Sasha Butterworth; Victoria Mabbett


Autres avocats clés:

Ed Fiddick; Chris Crighton; Emma Bradley; Kate Ward; Victoria Channing; Richard Clark


Les références

‘The TLT Team have been sensible and pragmatic when dealing with our pension scheme legal requirements. They have kept us updated to obtain the best outcome for all parties.’

‘Exceedingly pleasant to work for and strive hard.’

‘Victoria Mabbett good litigation tactician. Victoria Channing provides admirable support.’

Principaux clients

Viavi Solutions Pension Trustee UK Limited


Pullmaflex U.K. Limited


The Trustees of the Leggett and Platt UK Pension and Assurance Scheme


Morgan Lloyd Trustees Limited


Principaux dossiers


  • Acted for Viavi Solutions Pension Trustee UK Limited in rectification proceedings of a large pension scheme. The rectification proceedings were required to correct the drafting of a deed and thereby protect the scheme from significant liabilities.

Fieldfisher

Led by David Gallagher, Fieldfisher’s pensions team advises across a wide range of sectors including in electricity to road transport, university to utilities. In doing so, the practice handles a mix of liability management projects, insurer buy-ins, and master trust transfers. Having recently been appointed as Chair of the Association of Pensions Lawyers, Gallagher advises a number of domestic and international schemes, and is particularly known for his electricity industry experience within the energy and natural resources sectors.  Michael Calvert advises on pension aspects of corporate transactions and restructurings, with Jeremy Harris and Andrew Patten being other key contacts. Associate Katie Whelan is another integral part of the team.

Responsables de la pratique:

David Gallagher


Autres avocats clés:

Michael Calvert; Jeremy Harris; Andrew Patten; Katie Whelan


Principaux clients

Trustees of the Sibelco UK Occupational Pension Scheme


Trustees of the Cooper Consolidated Pension Plan


Trustees of the MTL Instruments Group Pension Scheme


Electricity Pensions Trustee Limited


Trustees of the Family Assurance pension schemes


Trustees of the Power Generation Pension Scheme


Trustees of various pension schemes sponsored by Arriva PLC


Trustees of the Beazley Furlonge Limited Pension Scheme


Principaux dossiers


  • Acting for a representative beneficiary (Book Club Associates Pension Scheme) in relation to a dispute as to whether benefits were properly equalised in the 1990s and the validity of certain amending documents. The firm is currently at the advanced stages of this long-running litigation, having had preliminary hearings in the High Court in 2013.

Norton Rose Fulbright

Norton Rose Fulbright’s team is described by clients as ‘an all-round first rate pensions’ group, standing out for its growing workload of benefits correction and investigation mandates, together with its handling of complex transfers and scams prevention matters. Lesley Browning  and Patrick Bourke jointly lead the team, with the former advising on funding negotiations between the pensions regulator, managing trade unions and members relating to benefit errors, and the latter bringing wide-reaching commercial litigation expertise. Shane O’Reilly is a key name for compliance issues and cases relating to IDRP and the pensions ombudsman.

Responsables de la pratique:

Lesley Browning; Patrick Bourke


Autres avocats clés:

Katie Stephen; Giannis Waymouth; Shane O’Reilly


Les références

‘In-depth knowledge of the subject. Alert to changes in legislation and making associated guidance available promptly.’

‘Long established and settled team with many years’ experience.’

‘An all-round first-rate pensions team headed by Lesley Browning who has a wealth of pensions experience and has excellent litigation and commercial instincts to go with it. Also, strength all the way down the team, with excellent juniors.’

Principaux clients

Trustee of the West of England Ship Owners’ Insurance Services Ltd Retirement Benefits Scheme.


Principaux dossiers


  • Advised the Trustee of the West of England Ship Owners’ Insurance Services Ltd Retirement Benefits Scheme in relation to transfer requests and scams response.