Next Generation Partners

Pensions in Wales

Blake Morgan LLP

Working on its own as well as often forming part of a multi-office offering, the 'very approachable and knowledgeable' team at Blake Morgan LLP provides 'first-rate pensions advice' to Wales and England-based clients across the gamut of advisory, contentious and transactional work. 'Very knowledgeable' team head Ron Burgess, who splits his time between Cardiff and London, provides 'fantastic advice' on standalone matters (including advice to trustees on their ongoing fiduciary duties associated with running private sector pension schemes), as well as on the pensions implications associated with corporate and finance transactions. Drawing upon 'extensive technical knowledge', Gillian McCue also provides pensions advice pursuant to corporate transactions, although her principal area of expertise relates to public sector pensions.

Responsables de la pratique:

Ron Burgess


Autres avocats clés:

Gillian McCue


Les références

‘The team is very approachable and knowledgeable and has a keen eye for technical areas of pensions, particularly government pensions and the transfer of such between entities.’

‘They provide first-rate pensions advice with an ability to summarise complex pensions issues into actionable points.’

‘We undertook a pensions change project recently and received excellent support and guidance from the pensions team at Blake Morgan.’

Principaux clients

NHS England


Welsh Government


Royal Borough of Kingston-on-Thames


Reading Borough Council


Shaw Healthcare


PHS


Ashfield District Council


Reading Borough Council


Dover City Council


London Borough of Tower Hamlets


Principaux dossiers


  • Advised a metropolitan authority in England on a leisure procurement exercise.
  • Advised a voluntary organisation in Wales on changing its pension arrangements from the LGPS to a money purchase arrangement.
  • Advised the trustees of a defined benefit plan of a household name company on the steps to wind-up including dealing with complex issues such as GMP conversion and equalisation.

Eversheds Sutherland (International) LLP

Highly attuned to developments in the market, in part by its involvement on government working groups and industry bodies, the 'very professional' and 'extremely knowledgeable' team at Eversheds Sutherland (International) LLP provides a 'proactive service' to major stakeholders across a broad spectrum of pensions matters. Team head Stuart Earle's own practice mirrors the firm's broad-based offering, being as comfortable as he is handling work for sponsoring employers, trustees or providers. Earle also continues to act for National Employment Savings Trust (NEST), where he provides 'pragmatic, usable legal advice', which is tailored to the workplace pension scheme's unique requirements. At an associate level, Collette Davies  excels at handling public sector pensions work as well as providing advice on the pensions aspects of corporate transactions, and Jen Green is appreciated for her ability 'to communicate highly complex legal matters in a friendly and easy-to-understand manner'. 

 

Responsables de la pratique:

Stuart Earle


Autres avocats clés:

Ian Davies; Collette Davies; Jen Green


Les références

‘The very professional team is extremely knowledgeable and provides a pro-active service.’

‘The team displays an excellent ability to communicate complex issues in an understandable manner.’

‘Stuart Earle provides really pragmatic, usable legal advice, tailored to our unique organisation.’

Principaux clients

Nest Corporation


National Grid plc


Dwr Cymru/Welsh Water


Nuclear Decommissioning Authority


Volkswagen


Microsoft/Trustee of the Nokia Group Pension Scheme


Santander


Robert Bosch Limited


Mitie Group plc


Trustees of the Morgan Advanced Materials Pension Schemes


Principaux dossiers


Hugh James

Active within both the public and private sectors, the 'very approachable and knowledgeable' team at Hugh James, which is headed by 'brilliant' employment lawyer Louise Price, has extensive expertise on standalone advisory matters, as well as transactional mandates, including in the context of due diligence reports and outsourcing. Leveraging its market-leading commercial disputes offering, the team is also very adept at handling contentious pensions matters, with the 'very bright' Abigail Flanagan involved in several professional negligence cases alleging that ex-service personnel had their personal injury claims under-settled (including as it relates to a failure to take into account the military pension obligations).

 

Responsables de la pratique:

Louise Price


Autres avocats clés:

Abigail Flanagan


Les références

‘It is an excellent employment and pensions team – covering all areas in both public and private sector. It has a particular strength in relation to public sector and outsourcing.’

‘It is a very approachable and knowledgeable team that knows our business well and provides advice and support that is oriented towards our ethos and value-set.’

‘Louise Price is an all round brilliant lawyer with excellent litigation and advisory skills.’

Principaux clients

Transport for Wales


The Wallich


Coastal Housing Group


Ceredigion Recycling and Furniture Team (CRAFT)


Swansea County Council


Wales Council for Voluntary Action (WCVA)


Merthyr Leisure Trust


Principaux dossiers


  • Represented not for profit company, Ceredigion Recycling and Furniture Team (CRAFT), in enforcement proceedings to recover and secure sums owed to it following the successful pursuit of claims against its former directors.