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.
Pensions in South East
Shoosmiths LLP
Responsables de la pratique:
Heather Chandler; Suzanne Burrell; Tracey Hemingway
Autres avocats clés:
Sarah Jenkins
Les références
‘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.’
Principaux clients
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
Principaux dossiers
- 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.
Responsables de la pratique:
Jonathan Hazlett
Autres avocats clés:
David Hosford
Principaux clients
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
Principaux dossiers
- 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.
Responsables de la pratique:
Alison Hills
Autres avocats clés:
Maria Riccio; Clare Coley; Sean McNulty
Les références
‘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.’
Principaux clients
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
Principaux dossiers
- 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.
Responsables de la pratique:
Andy Williams
Autres avocats clés:
James Lister
Principaux clients
Shareholders of Accuro Group Holdings Ltd
The Trustees of the Buchanan & Curwen Group Senior Staff Pension Scheme
Unum
Ylem Energy
Principaux dossiers
- 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.