Pensions in West Midlands

Eversheds Sutherland (International) LLP

Emma King leads the full-service practice at Eversheds Sutherland (International) LLP, which acts for employers, pension schemes, public authorities and insurers on the full range of pension-related issues in the UK and internationally. The ‘totally client-focused’ team acts for many household names, and continues to lead on various projects to develop and establish new SIPP products for leading financial institutions. Gary Delderfield is an important member of the firm’s public sector pensions team. Sarah Franklin has a wealth of knowledge in advising trustees and scheme sponsors on occupational pension schemes. Legal director James Ellis has significant expertise in advising trustees and employers. Senior associate Tom Meyrick is vastly experienced in both DB and DC schemes.

Responsables de la pratique:

Emma King


Autres avocats clés:

Gary Delderfield; Sarah Franklin; James Ellis; Tom Meyrick; Jessica Ball; Oliver Hunt; Alec Bennett


Les références

‘The whole team led by Emma King operates as a team. Knowledge sharing amongst the team is very effective. All team members fully understand the client’s business and its key objectives and challenges.’

‘They are all highly professional and competent when dealing with the client. Sarah Franklin, Tom Meyrick, Jessica Ball and Ollie Hunt.’

‘Sarah Franklin and Tom Meyrick are integral members of our overall team of trustees and advisers and are valued by the board.’

Principaux clients

Smurfit Kappa Pension Trustee


Metal Closures Pension Scheme Trustee


Clara Pension Scheme Trustee


Siemens Plc


Local Government Associate


Trustee of the Goodyear Dunlop UK Pension Plan


Northern Gas Networks Pension Scheme


Trustees of the Baxter Healthcare Pension Plan


The Chartered Institute of Public Finance and Accountancy


The University of Exeter


Gowling WLG

Elizabeth Gane spearheads a ‘commercially aware’ team at Gowling WLG. Gane is highly regarded for her work on an array of complex funding issues, mergers, restructurings and benefit changes. Joanne Tibbott is recommended for her work across a wide range of sectors, while Christopher Stiles has particular expertise in risk transfer transactions. Paul Carberry receives plaudits for his work with a broad mix of trustees and employers. Richard Black is another notable member of the department who frequently advises trustees of some of the largest schemes in the UK. Other recent highlights included Ben Goldby’s promotion to the partnership in May 2023.

Responsables de la pratique:

Elizabeth Gane


Autres avocats clés:

Richard Black; Paul Carberry; Joanne Tibbott; Christopher Stiles; Ben Goldby; Hannah Beacham


Les références

‘Christopher Stiles – exceptionally hardworking and flexible. Engagement is with generosity of spirit and empathetic. Rigorous and decisive. Tactful and respectful. Utterly dependable. Enthusiastic, principled.’

‘Ben Goldby is a great communicator especially of difficult topics, and very aware of how the firm comes across. Keen to make sure that information is received well and seeks feedback often. The team takes time to take a personal interest in what is going on.’ 

‘Liz Gane is personable and always well prepared for client meetings.’

Principaux clients

Pirelli Schemes


Government of the Isle of Man


The Weetabix Pension Schemes


PGL Scheme


Marstons Plc Pension and Life Assurance Scheme


Pinsent Masons LLP

With Simon Laight and Stephen Scholefield at the helm at Pinsent Masons LLP, the Midlands team stands out for its excellent defined contribution practice, which provides both contract and trust-based solutions. The 'vastly experienced and commercially astute' practice has a portfolio of large and complex defined benefit scheme clients, and has a proven track record of advising on many substantial projects. Aside from advising trustees and corporate sponsors, Nick Stones is also known for his work with public service bodies, the education sector and commercial organisations. Katie Ivens has considerable experience of advising on many high-value projects, including multiple buy-ins and buy-outs, scheme mergers and benefit change projects.

Responsables de la pratique:

Simon Laight; Stephen Scholefield


Autres avocats clés:

Nick Stones; Katie Ivens; Helen Murphy; Sarah Irving; Helen Berry


Les références

‘Consistently high levels of knowledge across all topics. Proportionate responses – both re advice for the trustee but also Pinsents’ role – they do not create extra work for themselves.’

‘Katie Ivens and Sarah Irvinghelpful, clear, proportionate, pragmatic, reliable, trustworthy, responsive.’

‘Very good knowledge of the sector, very good level of resource which makes them able to treat many topics at the same time.’

Principaux clients

Babcock International Group Pension Scheme


Michelin Pension & Life Assurance Plan


Serco Plc


Fujitsu Group


Barratt Developments Plc


[Trustee] GKN Pension Schemes


[Trustee] Cadbury Mondelez Pension Fund


Glanbia Group


Zurich


[Trustee] SEI Master Trust


Principaux dossiers


  • Acted for SEI on its acquisition of the National Pensions Trust (NPT) from XPS Pensions Group. NPT is a UK master trust with over 60,000 members and £1.4bn in assets. The total combined assets of NPT and the SEI Master Trust will be approximately £3.4bn.
  • Recently advised numerous leading master trusts through continued unprecedented asset growth which is already around £140bn in 2023.
  • Advised Phoenix on the impact on the Standard Life master trusts of the transfer by Part VII process of £120bn liabilities to Phoenix Life Ltd.

Squire Patton Boggs

Led by Matthew Giles, the 'knowledgeable' and stable pensions team at Squire Patton Boggs specialises in diverse areas such as offering de-risking and risk transfer solutions, providing corporate deal support and advising on pensions litigation. Philip Sutton is well-regarded for his transactional and insolvency-related work. Victoria Jeacock excels in advising on UK occupational pension schemes in both the private and the public sectors, with a particular specialism in risk transfer matters. Kate-Emma Bailey has a wealth of experience advising on all aspects of occupational pension plan management. The group has considerable sector strength in regulated utilities, local government pension schemes and the not-for-profit sector.

Responsables de la pratique:

Matthew Giles


Autres avocats clés:

Kate-Emma Bailey; Victoria Jeacock; Philip Sutton; Stephanie Wigman; Alexandra Heggie


Les références

‘Matthew Giles delivers on-point advice that is tempered with a commercial insight and a keen understanding of the practicalities. His ability to outline issues and solutions in a way that is understandable to all is a quality that is rare but so very valuable.

‘They understand the complex structure of the scheme. They are able to fully satisfy our legal requirements and respond promptly to our requests. They are transparent and fair with regard to fees and charges.’

‘We are very pleased to work with Kate Bailey and Philip Sutton.’

Principaux clients

Greencore UK Defined Benefits Scheme


DSV UK Group Pension Scheme


IMS (UK) Pension Plan


Land Rover Pension Scheme / Jaguar Pension Plan / Jaguar Executive Pension Plan


C.U.K Limited Retirement Benefits Pension Scheme


Omya UK Pension Scheme


Rexel UK Limited


Kerry Ingredients (UK) Limited


IMI Deferred 2014 Fund


The H.B. Fuller Retirement Benefits Plan


Principaux dossiers


  • Advised the trustee of the IMI Deferred 2014 Fund, sponsored by IMI plc, on £175m buy-in of all remaining uninsured liabilities.
  • Provided all legal support to the trustee of the three defined benefit pensions sponsored by Jaguar Land Rover.
  • Acted on the Virgin Media v NTL Pension Trustees II case in the High Court in 2023.

Gateley Legal

The first-rate team at Gateley Legal frequently advises trustees and employers on their duties and liabilities. Under the direction of the 'pragmatic and calm' Michael Collins, who 'really knows his stuff', the group continues to be busy supporting companies with their pension issues as these arise during the course of major corporate transactions. The group is adept at advising on DB schemes with significant assets, DC occupational schemes and contract-based schemes, as well as SSASs and SIPPs.

Responsables de la pratique:

Michael Collins


Autres avocats clés:

Tom Allen


Les références

‘The collaborative approach shines through and Michael and team are able to consider opposing views and offer pragmatic advice. Billing is clear.’

‘Michael is quick to grasp the matters at hand and responds in a timely fashion. The advice is straightforward and clear with actionable points. Michael is also very happy to coordinate not just with trustees, but also sponsors and opposing legal teams to ensure the best possible outcome for his clients.’

‘Technically able and very responsive – able to think outside the box and put forward commercial and pragmatic solutions. Michael Collins is one of the most technically able lawyers I know – a very safe pair of hands and able to make the complex seem simple.’

Principaux clients

A.S Watson (Health & Beauty UK) Pension Plan (Superdrug)


Macmillan Pension Plan


Hill & Smith 2016 Pension Scheme


Charles River Pension Plan


NCL Investments Limited Pension Scheme (Evelyn Partners)


Britax Childcare Limited Pension Schemes


Phoenix Medical Supplies Pension Scheme


Sumitomo Electric Wiring Systems (Europe) Pension Scheme


Dunlop Slazenger Pension Scheme


Rexel UK Pension Scheme


USDAW Staff Superannuation Fund


Habib Bank Pension and Life Assurance Scheme


Hortons’ Estate Limited 1978 Retirement Benefits Plan


Franks Roberts & Sons Limited


Robert McBride Pension Fund


American Optical UK Pension Scheme


Anthony Collins Solicitors LLP

The agile team at Anthony Collins Solicitors LLP has particular expertise in advising on public sector schemes. The team is recognised for its work in health and social care, as well as housing and local government. It is also well-regarded for its work in the charities/social businesses and education sectors. Anna Dabek is the practice head, while Douglas Mullen remains active in this space.

Responsables de la pratique:

Anna Dabek


Autres avocats clés:

Douglas Mullen


Les références

‘A very professional team who offer good focused advice which enables business decisions to be made and cases are handled efficiently. Doug Mullen’s knowledge in this area is excellent.’

‘Doug is professional, punctual, and pragmatic. He has been extremely helpful in talking through various hypothetical possibilities. I have no doubt in his knowledge. Would happily recommend.’

‘Doug Mullen and his team provided an outstanding and personal service and exceptional customer care. Doug Mullen and his entire team coordinated well, providing a responsive, timely and reliable service.’

Principaux clients

Nottinghamshire Pension Fund


Gold Care Management Services Limited


Diffusion Elite Security Limited


Sports & Leisure Management Limited


Barnardos


Activate Learning Education Trust


West Northamptonshire Council


Kent Pension Fund


St Leger Homes


Cartrefi Conwy


Principaux dossiers


  • Acting for councils on various pension risk sharing arrangements.
  • Continuing to advise Gold Care Management Services Ltd on various pension matters.
  • Helping Diffusion Elite Security Ltd in an appeal relating to the Pensions Regulator imposing penalties of £52,900 on the client for failure to complete its auto-enrollment re-declaration of compliance.

Mills & Reeve LLP

The ‘very capable and knowledgeableClare Grice leads the practice at Mills & Reeve LLP. The group is experienced in advising on buy-ins and buy-outs of occupational defined benefit pension schemes. It has considerable strength in the education sector, as well as in public sector pensions. In addition, it has been increasingly advising on GMP equalisation projects.

Responsables de la pratique:

Clare Grice


Autres avocats clés:

Fiona Goodman


Les références

‘Very approachable and very pragmatic, delivers in good time and for a very competitive fee.’

‘Very pragmatic, great value for money, superb technical knowledge, gives advice concisely without all the wrapping.’

‘The team are responsive and pragmatic. Most importantly, they deliver in line with agreed timescales and if a fixed fee is agreed then that is what is charged. They are also collaborative in their approach.’

Principaux clients

The Maclellan Group 2000 Retirement Benefits Scheme


Brockbank Underwriting Limited Pension Scheme


STS Field Grant Systems Pension Scheme


Downland Housing Association Pension Scheme


CBSO Pension Scheme


Countrywide plc Pension Scheme


Brambles


General Dental Council


Mann+Hummel


Shoosmiths LLP

At Shoosmiths LLP the 'very competent' Lynette Lewis has been involved in several complex transactions involving defined benefit pensions schemes. Lewis continues to act for both trustees and employers. National head of pensions David Thompson is also well-regarded. The team is recommended for its work on scheme mergers, buy-in projects and other areas such as rule amendments and scheme restructurings.

Responsables de la pratique:

David Thompson; Lynette Lewis


Les références

‘We use Shoosmiths for support on buy-in and buy-out policies for corporate pension schemes where they are particularly strong.’

‘Lynette Lewis is our go-to partner on buy-in and buy-out work. She is excellent, combining detailed legal knowledge with commercial awareness and pragmatism.’

Principaux clients

Trustee of the Essar Oil UK Pension Scheme


Next plc


Mettler-Toledo Pension Scheme


Copewell Limited


Trustee of the Everis Section of the Prudential Platinum Pension


Vidett Trustees


John Deere


Blanc Aero Industries UK Ltd Retirement Benefit Scheme