Praised as ‘supportive, approachable and pragmatic', DLA Piper UK LLP advises on the full range of pension-related matters with particular expertise in bulk annuities work. The group has extensive experience acting for large and complex pension schemes, such as the Royal Insurance Group, Universities Superannuation Scheme, and the Medical Research Council. The practice is co-led by Ben Miller in Liverpool, who has a ‘big picture focus' and advises on the full range of pension scheme issues, including the establishment of closure schemes, mergers and acquisitions, and the bulk transfer of benefits, and the ‘diligent' Gary Davies in Manchester, whose expertise spans high-value transactions, such as buy-in transactions and bulk transfers into DC master trusts, as well as equalisation issues. Manchester-based Scott Rorke advises both trustees and employers on all aspects of pensions, and Stephanie Owens in Liverpool is also a key contact.
Pensions in North West
DLA Piper UK LLP
Responsables de la pratique:
Ben Miller; Gary Davies
Autres avocats clés:
Scott Rorke; Stephanie Owens
Les références
‘The DLA pensions team have an in-depth knowledge of pensions and the issues facing both sponsoring employers and trustees alike. The team are supportive, approachable and pragmatic. From a what I have seen, DLA do spend time developing their trainees, providing on the job guidance and encouraging them to get involved in more complex cases.’
‘I would like to mention Gary Davies and Stephanie Owens for their continued professionalism, proactiveness and understanding of current and historical matters. Any legal work undertaken is always thoroughly researched and presented in manner suitable for the end user.’
‘The team focus on the outcome and the big picture with robust but pragmatic advice that gets to the right solution for the client and the situation. They are very personable and client-centric.’
Principaux clients
Trustee of the Universities Superannuation Scheme
Trustees of Warburtons Pension and Life Assurance Plan
Trustee of the Royal Rosyth Docklands Pension Scheme
MAG Airport Limited
Trustee of the Royal Insurance Group Pension Scheme
The Trustee of the Trinity Retirement Benefits Scheme
The Trustees of the England and Wales Cricket Board Retirement and Death Benefits Scheme
Trustees of the Stantec Pension Plan (UK)
Beiersdorf UK Limited
Trustee of the Royal Liver Assurance Limited Superannuation Fund
Trustee of the Jacob’s Bakery Retirement Scheme
The Trustees of the Charles Stanley & Co Ltd RBS
The Trustees of the Greif UK Works Pension Scheme
The Trustees of the Medical Research Council Pension Scheme
Travis Perkins plc
The Trustees of the Owens Corning Pension Plan
Clariant Services UK Limited
The Trustees of the Royal Agricultural Society of England
The Trustees of the Samuel Banner Staff Pension Scheme
Trustees of the Union of Democratic Mineworkers Pension Scheme
The Trustees of the Wheelabrator Group Pension Scheme
The Trustees of the Weatherbys Ireland (2006) Pension Scheme
The Trustees of Johnson Group Defined Benefit Scheme
Trustees of the Carrs Billington Agriculture Pension Scheme
ABB Limited
Trustees of the Pension and Life Assurance Plan of Griffiths & Armour
Trustees of the DISA Industries UK Ltd Pension Scheme
The Trustees of the Weatherbys Pension and Life Assurance Scheme
PJH Group Ltd
Trustees of the Horserace Totalisator Board (1968) Pension Scheme
Trustee of Navigator Terminals UK Pension and Life Assurance Scheme
Lubrizol Limited
Cerestar UK Pension Trust Limited
Bangor University
Arena Housing Group Pension Trustees Limited
Alpla UK Limited
Trustees of the Nichols PLC Retirement Benefits Scheme
The Trustees of the SGS United Kingdom Ltd Retirement Benefits Plan
Vinci Pensions Limited (Trustee)
The Trustees of the PSC Freyssinet Ltd Retirement Benefits
Principaux dossiers
- Advised the Trustee of the Royal Insurance Group Pension Scheme on the largest bulk annuity transaction that has ever been completed in the UK.
- Advised the Trustee Directors of the Royal Liver Pension Scheme on securing all of the scheme’s liabilities with a bulk annuity policy with Royal London.
- Assisted the Trustees the James Fisher Pension Scheme with difficult circumstances where a participating employer in the scheme, JFN Ltd, was disposed of before the Trustees became aware of it.
Eversheds Sutherland (International) LLP
Led by Ele Lovering, the full-service pensions practice at Eversheds Sutherland (International) LLP in Manchester ‘can get to the heart of an issue to deliver pragmatic advice and workable solutions‘. The group acts for employers, pension schemes, public authorities, and insurers, and has a ‘good range of expertise‘ that spans both the private and public sectors, pensions insurance, and pensions investment. It is also experienced in handling international matters. The group includes general pensions practitioner Simon Daniel, who has expertise advising clients on asset investment decisions, investment governance and disclosure issues, and pension bulk annuity transactions, and Charmian Johnson, who advises employers and trustees on the full range of pensions provision with a particular specialism in international benefits. Another notable practitioner is newly promoted partner Amanda Small, who ‘provides great in-house experience‘ across a broad range of defined benefit and defined contribution arrangements.
Responsables de la pratique:
Ele Lovering
Autres avocats clés:
Simon Daniel; Charmian Johnson; Amanda Small; Helen May
Les références
‘Good range of expertise.’
‘The team are great at dealing with routine business with minimal fuss in a cost-effective and timely manner. However, they also shine when more complex matters present themselves, and can get to the heart of an issue to deliver pragmatic advice and workable solutions.’
‘Ele Lovering and Helen May both provide exceptional support. ’
Principaux clients
CF Fertilisers UK Limited
ABB Limited Pension Scheme
MSD Animal Health Pension Scheme
Cooperative Group pension schemes
Joy Global Industries Pension Scheme
Electricity North West Limited
Carlsberg UK Limited Pension Scheme
INEOS pension schemes
BOC Retirement Benefits Scheme
Comet Pension Scheme
Hill Dickinson LLP
With particular expertise in pensions buy-in and buy-out transactions, the Manchester-based team at Hill Dickinson LLP ‘give clear advice promptly and demonstrates a pragmatic approach that is very helpful to trustees and sponsors'. The group also has considerable experience advising on scheme restructurings and benefit change exercises, as well as work relating to funding solutions and security. Leading the group, Barry Gibb is an expert in both transactional and scheme advisory work, and he boasts a broad range of specialisms that include buy-out transactions, benefit change exercises, scheme restructuring, and handling matters involving regulatory authorities. Paula Warnock, who advises both trustees and corporate clients on matters such as scheme restructuring, scheme errors, and the protections available to trustees, is also a key practitioner.
Responsables de la pratique:
Barry Gibb
Autres avocats clés:
Paula Warnock
Les références
‘The team take a pragmatic approach to problem solving.’
‘The individuals I work with provide a personal service which is bespoke to the circumstances.’
‘The team is very experienced. It gives clear advice promptly and demonstrates a pragmatic approach that is very helpful to trustees and sponsors.’
Principaux clients
Trustee of the Iggesund (UK) Pension Scheme
Trustees of the HJ Enthoven Ltd Pension Scheme
Swissport GB Limited
Trustees of the A&P Group Pension Scheme
Port of Milford Haven
Trustees of the William Jackson Pension Plan
Trustees of the Instem LSS Pension Scheme
Trustees of the Multitone Electronics plc Retirement Benefits Plan
Trustees of the Craig & Derricott Retirement Benefits Plan
Trustees of the Catholic Blind Institute 1985 Retirement Benefit Scheme
Presspart Manufacturing Limited
Trustees of the Gowrings 1975 Pension Scheme
Redde Northgate plc
NHS Business Services Authority
Holmen Pension Scheme
The Delivery Group
Principaux dossiers
- Advising the Trustees of the Tenmat Pension Scheme on a proposed buy-in transaction and reviewing the Scheme’s historical closure to future accrual of benefits.
- Advising the Trustee of Iggesund (UK) Pension Scheme on a full buy-out to secure all the benefits with an insurer.
- Advising the Trustees of the Instem LSS Pension Scheme on a potential buy-in transaction and, following a corporate transaction, negotiating with the Company and new private equity owners in connection with a mitigation package for the Scheme.
Pinsent Masons LLP
A firm that is ‘professional, practical and provides an excellent service across a wide spectrum of pensions issues,' Pinsent Masons LLP in Manchester acts for large and complex pension schemes and financial institutions on matters such as restructurings, de-risking, and investment arrangement. The group is sought after for its expertise in pension buy-in and buy-out transactions, as well as for its specialist pensions litigation team. The ‘wise and experienced' practice head Stephen Scholefield advises a variety of clients on issues relating to defined benefit and defined contribution schemes, and has specialist knowledge in re-organisations, schemes in distress, and long-term strategic planning. Other key practitioners are Pippa Read, whose ‘knowledge of the schemes on which she advises is almost encyclopaedic’, specialist pensions litigator Hayley Goldstone, and Robert Tellwright, who specialises in buy-ins, buy-outs, and longevity hedging transactions. Tellwright is also an experienced risk transfer negotiator.
Responsables de la pratique:
Stephen Scholefield
Autres avocats clés:
Pippa Read; Hayley Goldstone; Robert Tellwright; Howard Ridley
Les références
‘The whole pensions team is professional, practical and provides an excellent service across a wide spectrum of pensions issues.’
‘The whole team is very down-to-earth and user friendly, especially Stephen Scholefield and Haley Goldstone.’
‘Pippa Read’s knowledge of the schemes on which she advises is almost encyclopaedic. The advice received is clear, concise and in a form that our pension scheme Trustee Board, of various levels of knowledge and experience, can all understand. It is delivered in good time.’
Principaux clients
Balfour Beatty Pension Fund
Royal Ordnance Pension Schemes
Laird Pension Scheme
Unite the Union Pension Scheme
Newell Rubbermaid UK Pension Scheme
Mercer Limited and Mercer (Ireland) Limited
Baxi Group Pension Schemes
Just Group
Capita Pension and Life Assurance Scheme
Eurotunnel Pension Schemes
Makro Staff Pension Scheme
GKN Group Pension Scheme (No4)
Principaux dossiers
- Advised the scheme trustees on a £250m buy-out transaction and acted for them in High Court litigation regarding the validity of past benefit changes.
- Advised a trustee on a wide range of governance issues.
- Advised a trustee on a large-scale governance and documentation project.
Weightmans LLP
The ‘knowledgeable people’ at Weightmans LLP in Liverpool act for a broad range of pensions clients, including private sector employers, trustees, and pensions providers, as well as public sector clients in central and local government, emergency services, and education. Practice head Mark Poulston is ‘practical in his advice‘ and he acts for both private and public sector clients in the full array of pension issues, and he is also an expert in insurance with a particular emphasis on the use of insurance products in the context of pension schemes. The group also includes Philip Woolham, who advises on all areas of pension law but has a particular focus on public sector work, and Cat Ellis in Leeds, who advises on a broad range of pension arrangements.
Responsables de la pratique:
Mark Poulston
Autres avocats clés:
Philip Woolham; Cat Ellis
Les références
‘Able to quickly respond to needs. Deliver required staffing quickly.’
‘Mark Poulston is very responsive and practical in his advice. He is able to understand the situation quickly and provide timely and relevant recommendations.’
‘I was provided with assistance on a complex pensions matter which was dealt with efficiently by knowledgeable people who helped me to understand the matter too.’
Principaux clients
The Scheme Advisory Board for the Firefighters’ Pension Scheme
Equality and Human Rights Commission
Southbank Centre Limited
Surrey Police
Sussex Police
Colas Limited
N Brown Pension Trustees Limited
Bedfordshire Fire & Rescue Service
The Post Office
London Business School
Swissport GB Limited
Greif UK Limited
Bishop Fleming
British Transport Police
Principaux dossiers
- Advised the national Scheme Advisory Board on the Firefighters’ Pension Scheme.
- Advised several clients on terminating their participation in the Local Government Pension Scheme and Teachers’ Pension Scheme.
- Advised several trustee and employer clients, including the Equality and Human Rights Commission, on insurance buy-ins, buy-outs, and the winding up of their defined benefit pension schemes.
Brabners LLP
Brabners LLP in Manchester has a ‘knowledgeable and pragmatic' pensions team with expertise that spans the full spectrum of public and private pensions law. The group frequently acts as legal adviser to pension trustee boards and it also advises trade union staff pension schemes. The ‘excellent' practice head Ian Mylrea assists with a broad range of pensions law issues, such as the creation of defined benefit schemes, buy-outs, and executive pension schemes, and he is also a sought after social housing expert. Another key practitioner is pensions expert Siu Yin Ho, who additionally has strong corporate and commercial capabilities.
Responsables de la pratique:
Ian Mylrea
Autres avocats clés:
Siu Yin Ho
Les références
‘A great, knowledgeable and pragmatic team.’
‘Ian Mylrea is excellent.’
Principaux clients
Cheshire West and Chester Borough Council
Trustees of the Alimak Hek Limited Pension Fund
Trustees of the Danish Crown UK Limited Pension & Life Assurance Scheme
Arighi Bianchi and Co Limited
Scottish Autism
Saur International
Bridgestone Europe
Greater Manchester Chamber of Commerce Pension Trustees Limited
Trustees of the Bakers, Food and Allied Workers’ Retirement Benefits Scheme
Shaw Trust
Trustees of the Hallé Concerts Society Retirement Benefits Scheme
Catholic Blind Institute
Trustees of the Dunlop GRG Holdings Limited Pension Scheme
Trustees of the Corps of Commissionaires Retirement Benefit Scheme
Booths
Trustees of the National Union of Journalists Staff Pension Scheme
Trustees of the Farr Filtration Limited Pension Plan
Barnard Castle School
Kentmere Packaging Limited
Panasonic Manufacturing (UK) Limited
Faltec Europe Limited
Trustees of the National Association of School Masters and Union of Women Teachers Managed Pension Plan
Trustees of the Terrence Higgins Trust Pension Scheme
Principaux dossiers
- Advising the sponsoring employer of a large defined benefit pension scheme on professional negligence claims against their previous advisers and in relation to a rectification application to the courts.
- Advising the Cheshire West and Chester Borough Council as administrator of the Cheshire Pension Fund, through which it provides Local Government Pension Scheme benefits for four participating Councils and over 200 other participating employers.
- Advising the UK subsidiary of Saur international on the bulk transfer of DC benefits from its pension scheme to a master trust provider.
CMS
CMS in Manchester has a pensions and pensions dispute resolution practice that is praised for its ‘depth, knowledge and experience‘. The group advises on the full spectrum of contentious and non-contentious pensions issues, and has particular expertise in high-value schemes, surplus issues, multi-employer industry wide schemes, and schemes with distressed employers. Described as ‘an excellent lawyer who understands client’s commercial needs and delivers pragmatic solutions’, Tim Green leads the group and is an expert in both contentious and advisory areas of pensions law.
Responsables de la pratique:
Tim Green; Maria Rodia
Les références
‘Tim Green is the most capable and engaging pensions lawyer in the North West. He has now built a strong team around him and they will go from strength to strength.’
‘Tim Green is able to turn his hand to all aspects of pensions, including contentious work.’
‘Sheer strength in depth, knowledge and experience of key individuals with a pragmatic and commercial approach.’
Principaux clients
Trustee of the Motor Industry Pension Plan
Trustee of the ASD Retirement Benefits Scheme
Trustee of the Nottingham City Transport Pension Scheme
Board of the Pension Protection Fund
Trustee of the Scottish Solicitors’ Staff Pension Fund
Trustee of the Reynards UK Ltd Section of the SME Centralised Pension Scheme
Trustee of the Slack & Parr Group Pension Scheme and Retirement Benefits Plan
Trustee of the Tuffnells Parcels Express Scheme
Trustee of the Parker Hannifin Pension and Death Benefit Plan
Trustee of the MacKays Stores Limited Retirement Benefits Scheme
Fujifilm Imaging Colorants Limited
TPT Retirement Solutions
P&O Ferries
Retail Motor Industry Federation
Oasis Community Learning
Parker Hannifin
Trustees of the Furness Building Society Pension Scheme
Trustees of the Lord Corporation Europe Pension Scheme
Trustee of the Fujifilm Electronic Imaging Pension Plan
Fieldfisher
The seasoned pensions group at Fieldfisher in Manchester advises a variety of clients on the full range of pensions issues, with expertise in matters such as pension-related tax regimes, employer debt legislation, trust law duties, and pension de-risking. The team is particularly sought after in the manufacturing, chemicals, energy, utilities, and higher education sectors. Leading the group is pensions expert Jeremy Harris, who advises trustees and sponsoring employers on a variety of issues relating to pension schemes, and he is also experienced in compliance matters such as equalisation. The group also includes Katie Whelan, who advises clients on the full spectrum of pension issues, and is also experienced in trust law duties and the pension elements of corporate transactions.
Responsables de la pratique:
Jeremy Harris
Autres avocats clés:
Katie Whelan
Principaux clients
Trustees of the Sibelco UK Occupational Pension Scheme
Trustees of the Warwick International Group Pension Scheme
Trustees of the Cooper Consolidated Pension Plan
Trustees of the MTL Instruments Group Pension Scheme
Trustees of the British United Turkeys Retirement Benefits Scheme
Trustees of the Blankstone Sington Staff Pension Fund
Trustees of the Danisco (UK) Limited Pension Plan
Trustees of the Coleherne Limited (1976) Retirement Fund
Trustees of the WJB Pension Fund
Trustees of the Willsher & Quick Pension Scheme
Gateley Legal
With the ability to ‘cut through complexity to deliver practical advice', Gateley Legal in Manchester advises pension schemes on every aspect of pensions law, and the group has particular expertise advising middle and smaller-sized schemes on transactions and the development of pensions bonds. Practice head Patrick Kennedy ‘combines intellect with street-savviness' and is experienced in the full spectrum of pensions issues, and Stuart Evans advises trustees and sponsoring employers of occupational pension schemes in all aspects of pensions law, including on GMP equalisation, scheme funding requirements, and pensions aspects of corporate transactions.
Responsables de la pratique:
Patrick Kennedy; Stuart Evans
Les références
‘Consistent high quality.’
‘Patrick Kennedy combines intellect with street-savviness, and he is an excellent practitioner.’
‘Stuart Evans has wisdom and sound judgement beyond his years.’
Squire Patton Boggs
Squire Patton Boggs in Manchester is praised as ‘always pragmatic in its approach, friendly to work with and gives clear, unambiguous responses’. The group advises a broad range of clients across the full spectrum of pension issues, and boasts sector specific knowledge in regulated utilities, and particularly in relation to water, nuclear, and electricity sponsored schemes. Key lawyer Victoria Leigh leads the pensions disputes team and frequently advises on issues regarding regulatory matters, scheme funding, administration, and professional negligence. Matthew Giles leads the national pensions team. David Griffiths left the practice in September 2024.
Responsables de la pratique:
Matthew Giles
Autres avocats clés:
Victoria Leigh
Les références
‘Always pragmatic in its approach, friendly to work with and gives clear unambiguous, responses to deal with issues.’
Principaux clients
Trustees of Howden Group Pension Scheme (GCE Section)
Trustees of the Sappi UK Pension Scheme.
Bestrustees Limited
Marriott Hotels
Young & Co.’s Brewery, P.L.C.
Trustees of British Coatings Federation Retirement Benefits Scheme
The RJ Kiln & Co. Limited Pension and Assurance Scheme
Representative Beneficiary of the National Transcommunications Limited Pensions Plan
Representative Beneficiary of the Newell Rubbermaid Pension Scheme
Greater Manchester Pension Fund
Principaux dossiers
- Advised for a client on the reorganisation of Pension Schemes to Facilitate the buyout proposal for Dalriada Trustees and Daisy Group.
- Acted for the successful representative member in the case Virgin Media v NTL Pension Trustees II Limited regarding s37 actuarial certificates and amendments to contracted out pension schemes.
Shoosmiths LLP
Praised as ‘practical and commercial', Shoosmiths LLP in Manchester is experienced in the full spectrum of pension matters. The group advises employers, professional trustees of occupational pension schemes, and trustees of master trust arrangements on issues such as scheme mergers, buy-in and buyout projects, restructurings, and GMP equalisation. The group includes pensions expert Paul Carney, who has ‘a remarkable ability to communicate complex legal issues in a clear and concise manner to lay trustees', and Alexandra Ventham, who advises employers and trustees of occupational pension and life assurance schemes on the full spectrum of pensions law.
Responsables de la pratique:
David Thompson
Autres avocats clés:
Paul Carney; Alexandra Ventham
Les références
‘Personal service.’
‘Friendly and they explain everything in layman’s language.’
‘I highly recommend Paul Carney. He has been an invaluable advisor to us in both a buy-in and a buyout transaction. He has a remarkable ability to communicate complex legal issues in a clear and concise manner to lay trustees. He is always responsive and timely in his delivery of advice and documents.’
Principaux clients
Trustees of the Hexcel Composites Pension Scheme
Trustees of the NPT
Stellantis (PSA)
Elior UK Limited
Trustees of the Guardian Media Group legacy pension schemes
Trustees of the British Salt Pension Scheme
Trustees of the Evergreen Pension Plan
Principaux dossiers
- Advising the trustees of the NPT (Project Nexus) on the £42.5m acquisition of the NPT master trust by SEI.
- Advised the trustees of the Hexcel Composites Pension Scheme on two buy-in projects and the buyout of the DB Section of the Scheme.
- Advised Entrust Pension Limited as an independent trustee of the NOV – Stanplan F Plan on its buy-in project.
TLT
At TLT, the unique expertise displayed by the pensions team in self-invested personal pension schemes and small self-administered schemes makes it ‘a go-to for professional firms'. The group also has specialist knowledge of funded unapproved retirement benefits schemes, as well as being experienced in GMP conversions and equalisation projects. The group in Manchester includes Damien Garrould, who leads the North West pensions office and advises on all aspects of pension schemes with particular expertise in SIPPs and SSASs, and Tom Green, who advises on a wide range of pension law issues.
Responsables de la pratique:
Sasha Butterworth; Damien Garrould
Autres avocats clés:
Tom Green
Les références
‘Damian Garrould provided timely clarity and guidance after analysing the legal position of the issue we are addressing. As well as utilising his existing knowledge of our business, his advice enabled us to make the appropriate business decision.’
‘Knowledge of the SSAS marketplace, legislation, and regulation and interpretation thereof in real world scenarios make this firm a go-to for professional firms.’
‘Damien Garrould and Tom Green provide an excellent service in the production of legal documentation and assistance on complex individual matters.’
Principaux clients
BW SIPP LLP
PSG SIPP Limited
WBR Group
Travelers
Boolers Pensions and Investments
Government Legal Department
Mayor’s Office for Policing and Crime
Mono Equipment Limited Pension Scheme Trustees
Principaux dossiers
- Assisted WBR Group with preparing updates to the template SSAS definitive trust deeds and rules to be used across its portfolio of SSAS schemes, which includes over 4,000 schemes.