Hall Of Fame

Leading Associates

Pensions in South West

Burges Salmon LLP

Based in Bristol, Burges Salmon LLP‘s pensions team has a vast offering covering regulatory work, scheme restructurings, and alternatives to buy outs. Public sector work for central and local governments across the UK and Northern Ireland forms another cornerstone of the practice, with several team members being dual qualified. Team head Richard Knight has extensive experience acting for high-profile pension schemes on restructurings, liability driven investments, and potential closures, while Clive Pugh excels in regulatory and funding matters as well as scheme rescues and managed PPF entries. ‘Top-notch pensions lawyer’ Richard Pettit has experience spanning moral hazard investigations, corporate restructurings, and de-risking transactions, with Michael Hayles covering pension projects and LGPS work. Also noted are Alice Honeywill and Susannah Young, together with directors Chris Brown, Crispin Freeman and Kate Granville Smith.

Responsables de la pratique:

Richard Knight


Autres avocats clés:

Clive Pugh; Richard Pettit; Michael Hayles; Alice Honeywill; Susannah Young; Suzanne Padmore; Chris Brown; Crispin Freeman; Kate Granville Smith


Les références

‘Proactive, personable and top class.’

‘Richard Pettit is excellent, technically superb – never losing sight of pragmatism.’

‘Michael Hayles has a very collaborative approach, is technically excellent and a pleasure to work with.’

Principaux clients

Honda Group UK Pension Scheme


AT&T Pension Scheme


Leonardo Pension Schemes


Trustees of the C F Fertilisers Pension Schemes


Trustees of the DAS Legal Expenses Insurance Company Limited Pension Scheme


Trustees of three of the four UK DB schemes sponsored by Informa Plc


Trustees of the London Luton Airport Pension Scheme


Plumbing Pensions Employers Limited


Principaux dossiers


  • Advised the Trustees of the DAS Legal Expenses Insurance Company Limited Pension Scheme in relation to an application for forfeiture of £5m of benefits of three members of the scheme following their conviction for a £8m fraud against the sponsoring employer.
  • Advising the Trustees of the three UK pension schemes sponsored by CF Fertilisers Limited in relation to a restructuring of the sponsoring employer’s UK business which has included the permanent shutdown of its Ince plant based in Cheshire and the redundancy of approximately 350 employees.
  • Advising the Trustees of two DB pension schemes in relation to a proposal to close the schemes to future benefit accrual, and in relation to a GMP equalisation conversion project, involving an extensive pension increase exchange exercise.

Osborne Clarke LLP

Osborne Clarke LLP‘s team has extensive expertise handling PPFs and transactions, including buy-ins and buy-outs, in addition to pensions disputes. The team also has a sizeable presence in public sector pensions, where the team advises a number of LGPS funds. Spending his time between Bristol and London, practice head Jonathan Hazlett has experience acting for employers and trustees across all aspects of pensions law including insolvencies and restructurings, securing members’ benefits, and alternative risk transfer mandates. Paul Matthews specialises in handling pensions advisory work for large schemes, and Brent Wright is recommended for the pensions aspects of corporate transactions. For employment-related pension matters, Claire Rankin is a key name, while Tobias Hole advises on risk transfer projects.

Responsables de la pratique:

Jonathan Hazlett


Autres avocats clés:

Paul Matthews; Brent Wright; Claire Rankin; Tobias Hole; Joe Webster; Daragh McGinty


Les références

‘Availability, thoroughness, commercial approach.’

‘Excellent practical help, proactive and cover the ground efficiently.’

‘Claire Rankin, doesn’t let go and with complex issues that is a great approach, no stone left unturned.’

Principaux clients

Thomas Cook Pension Plan


Pension Protection Fund


T&N Retirement Benefits Scheme (1989)


Leonardo UK Limited


Hammerson Group Management Limited Pension and Life Assurance Scheme


Royal Society of Chemistry


Baptist Union of Great Britain


British Red Cross Society


YMCA Pension and Assurance Plan


Cross Manufacturing Pension Scheme


Ameresco Limited


Mabey Pension Scheme


RM plc


BCA Pension Plan


L’Oreal (UK) Limited Retirement Benefits Plan


Lincoln Staff Benefits Plan


Multivac Pension Plan


Askews Retirement Scheme


Principaux dossiers


  • Acted as trustee adviser in relation to the Thomas Cook Pension Plan and three associated schemes, on PPF assessment period processes and PPF+ buy-ins, buy-outs and wind-ups.
  • Advising Leonardo in relation to: (i) the closure of its two (£1bn+) DB pension schemes to the future accrual of benefits; and (ii) the adoption of a single trustee board across its two DB pension schemes and its DC pension scheme.

TLT

Covering a wide variety of complex regulatory and financial services work for FTSE companies, TLT‘s team is active across the pensions space, including in SIPP and SSAS work as well as public sector mandates, acting for government departments and authorities. Practice head Sasha Butterworth has experience across a wide range of employer and trustee matters, including new regulatory products, master trusts, and governance mandates. Chris Crighton is well known for his public sector pension expertise and also handles employer-led risk reduction cases. Legal director Lizzie Stone has experience handling governance issues and liability management matters, including buy-ins and buy-outs, while senior associate Ellie Taylor covers DB, DC and contract-based pension schemes.

Responsables de la pratique:

Sasha Butterworth


Autres avocats clés:

Chris Crighton; Lizzie Stone; Ellie Taylor


Les références

‘TLT’s advice has been invaluable. Advice is always provided in a calm and timely manner, balancing commercial practicalities and compliance requirements with an eye to the human behavioural factors at work.

‘Lizzie Stone and Chris Crighton stand out with practical and pragmatic advice.’

‘Very strong pensions legal practice’

Principaux clients

Anglian Water


Fujitsu Technology Solutions International Pension Plan Trustee


Sainsbury’s Supermarkets Limited


Mayor’s Office for Policing and Crime


Viridor Waste Management Limited


WHSmith


Travelers


Arkema Bostik Pension Trustee Limited


Mono Equipment Pension Scheme Trustees


Trustees of the Princess Yachts Pension Scheme


Trustees of the Colas UK Pension Plan


Shine Wraparound Care Limited


Trustees of the United Kingdom Accreditation Service Pension Scheme


Principaux dossiers


  • Advised XPS Pensions Group on its disposal to SEI of its interest in the National Pensions Trust.
  • Providing ongoing pensions legal advice to the Trustee of the UKAS pension scheme, a career average pension scheme still open to future accrual and to new members.

Simmons & Simmons

Simmons & Simmons‘extremely accessible and knowledgeable’ pensions team has experience ranging from de-risking mandates to corporate restructurings, reorganisations, legal compliance work, and scheme mergers. While Danny Tsang chairs the national pensions practice from London, James Dean leads the Bristol office and is often approached for his expertise across a wide range of pension scheme investments, restructurings and pension liability issues. He works alongside Kate Fellows-Tully and Dan Bryan.

Responsables de la pratique:

Danny Tsang; James Dean


Autres avocats clés:

Kate Fellows-Tully; Dan Bryan


Les références

‘The team is good at every level; all communicate well, and all are thorough strong lawyers. They divide their advice soundly.’

‘The team are extremely accessible and knowledgeable and able to translate complex pension legislation into practical solutions.’

‘They have spent time getting to know the business which makes them easily able to offer practical and commercial advice and solutions.’

Principaux clients

DXC Technology


Mercedes Benz Trucks Limited


GlaxoSmithKline


Confederation of Health Service Employees (COHSE)


BASF plc


Doosan Babcock Trustees


Anheuser-Busch InBev Group


West Ferry Printers Pension Scheme


Principaux dossiers


  • Acted for the trustees of the Doosan Power Systems Pension Scheme, advising on all aspects of the scheme.
  • Recently appointed to advise the Mercedes-Benz Trucks business in relation to the pensions issues arising from its global separation from Mercedes-Benz Cars.