Addleshaw Goddard benefits from its large, highly experienced team, which works across multiple specialist areas, including de-risking issues, complex transactions, SIPPs, SASSs, and more. Rachel Uttley leads the team and heads up the firm’s specialist bulk annuity practice; she also has extensive transactional experience. Jade Murray covers a range of complex and high-profile pension matters and is head of the SIPPs and pension products team. Richard Shelton has extensive experience advising trustees, employers and financial institutions on both advisory and transactional pensions work, while Jonathan Stewart has a particular specialism in DB trustee advisory work.
Pensions in Yorkshire And The Humber
Addleshaw Goddard
Responsables de la pratique:
Rachel Uttley
Autres avocats clés:
Jade Murray; Susan Garrett; Richard Shelton; Jonathan Stewart; Leanne Oddy; Alexandra Fricke; Adam Lees; Andrew Steer; Richard Williams
Les références
‘The pension partners have complementary skills, and they work well together, calling on each other’s expertise. The team supporting them are very competent.’
‘Jade Murray is very thoughtful and understands her client’s priorities. She gives considered advice, which she is prepared to explain and discuss. Rachel Uttley gives very clear advice and is very efficient. Andrew Steer is efficient, quick to respond and excellent support for Jade and Rachel.’
‘The team has a great understanding of the industry, its workings and the relevant issues to consider. It makes a huge difference in this particular area to have an adviser who understands the de-risking market and isn’t just a general pensions or insurance lawyer advising on a particular transaction. The team’s strengths are its responsiveness, pragmatic advice and clear communication style.’
Principaux clients
Trustee of the Asda Group Pension Scheme
Pension Insurance Corporation
Trustee of the Kellogg GB Pension Fund
Daily Mail & General Trust Plc
Britvic Plc
Trustee of the Short Brothers Pension Scheme
Saga plc
Trustees of the Ibstock Pension Scheme
Trustees of the University of Leeds Pension and Assurance Scheme
Co-operative Group
Trustee of the Tioxide Pension Fund
Financial Services Compensation Scheme
De Beers Plc
Anglian Water
FNZ Group
Principaux dossiers
- Advised Co-operative Group Limited on the £4bn buy-in of the Co-operative Pension Scheme (known as Pace).
- Advised IFGL and its subsidiaries Ardan and RL360 on the administration of Hartley Pensions, where the administrator is seeking court permission to extract millions of pounds worth of fees and costs from members’ personal pension funds.
Arc Pensions Law
Arc Pensions Law, a specialist pensions firm, handles a wide range of complex and high-value work for schemes and employers. The team acts as adviser to funds, corporate clients, and law firms that need more specialist pensions expertise. With its deep understanding of the field, the team advises on the pensions aspects of significant corporate transactions and de-risking strategies, and provides advice to major schemes, particularly those with complex and rare features. Vikki Massarano has particular expertise in compliance issues, pension scheme valuations and closures, and corporate transactions impacting pension schemes, while Kate Payne focuses on pension scheme investment guidance, operational advice and the pension-related aspects of corporate transactions. Robert Walker has significant expertise in legacy pension schemes and risk management related to corporate actions affecting pension funds.
Responsables de la pratique:
Vikki Massarano; Kate Payne
Autres avocats clés:
Robert Walker
Les références
‘Each of the team is a strong and fun individual, with a refreshing take on the world of pensions.’
‘Vikki Massarano is careful yet commercial, keenly understands the dynamics of the sponsor/trustee relationship and is a team player, contributing very helpfully to our debates. She is the voice of reason and pragmatism, too.’
‘We have been dealing with Arc Pensions for several years. Kate Payne has an in-depth knowledge of our pension scheme and company, which makes her invaluable to us in terms of the quality and appropriateness of her advice.’
Principaux clients
Trustee of the Wincor Nixdorf DB Pension Scheme
Trustees of the Cleveland Potash 1978 Managers’ Pension Plan of the CPL 1972 Pension Plan
Trustee of the London Metal Exchange 1989 Pension Scheme
BASF Pensions Trustee Ltd
Trustee of the Stanley Black & Decker UK Pension Plan
Principaux dossiers
- Advised the trustees of the Wincor Nixdorf DB Pension Scheme on a financial restructuring of its overseas employer group involving a US court process.
- Advised the trustee of BASF UK’s pension scheme on complex issues such as GMP equalisation and conversion.
- Advised the Trustees of the Cleveland Potash 1978 Managers’ Pension Plan and the CPL 1972 Pension Plan on funding, governance, and administration.
Pinsent Masons LLP
Pinsent Masons LLP‘s ‘outstanding’ team leverages the wider firm to provide its clients with a full-service pensions practice. Clients include major insurance company schemes, master trusts, and SIPP providers, and the team has strong capabilities in DC and DB work, high-value schemes, risk transfers, and buy-outs, alongside significant pension litigation expertise. Tom Barton, who spearheads the team, is a leading DC expert who heads up the national DC practice, which acts for a client base consisting of more than half of the authorised master trust market in the UK and SIPP providers. Andy Wright leads on advice regarding DB matters and leverages his significant technical expertise to advise trustees and sponsors across the full spectrum of pension issues, specialising in advising large defined benefit schemes. Katie Lodge is a key name at associate level.
Responsables de la pratique:
Tom Barton
Autres avocats clés:
Andy Wright; Tristan Mander; Andrew Wilson; Kate Hainsworth; Katie Lodge; Sara Summerscales
Les références
‘A strong team that gives considered advice, the individuals work well together and are good at keeping me informed on progress.’
‘Tom Barton gives very considered advice, understands client requirements and is strong on finding the right balance between pragmatism and robustness for any particular case. Kate Hainsworth gives practical advice for smaller clients with more limited budgets. Andy Wright gives considered advice that reflects clients’ circumstances.’
‘Outstanding service from all the team, particularly Kate Hainsworth, our main point of contact. Kate is always available to advise in a clear way to all the Trustees.’
Principaux clients
Trustee of the Capita Pensions and Life Assurance Plan
TPT Retirement Solutions / Verity Trustees Limited
Trustee of the NatWest Group Retirement Savings Plan
Trustees of the Vaillant Group Pension Scheme
Trustees of the Hickson Group Pension Scheme
Trustees of the KAB Pension Scheme
Trustees of the Lewis Workplace Master Trust
Trustee of the Croda Pension Scheme
Trustee of the Henry Boot SPLA Scheme
Trustee of the Fluor Limited Retirement Benefits Scheme
Principaux dossiers
- Advising the Trustees of the Capita Pension and Life Assurance Scheme on the c. £2bn 200(+) section DB scheme.
- Advising TPT Retirement Solutions on its £17bn DC/DB scheme.
- Advising the Trustees of the NatWest Group (formerly RBS) Retirement Savings Plan its DC pension scheme.
DLA Piper
DLA Piper‘s ‘very strong, commercially minded and solution-focused’ team has a particular focus on manufacturing and financial services clients alongside strong capabilities and experience advising a diverse client base of pension scheme trustees, corporates, and pension providers. Recent work has included buy-ins, corporate restructurings, and providing advice to trustees on GMP equalisation. Andrew McIlhinney leads the team that undertakes significant complex multijurisdictional work. David Young is a pensions litigation specialist, and Simon Evans and Craig Looker are also key names of note.
Responsables de la pratique:
Andrew McIlhinney
Autres avocats clés:
David Young; Simon Evans; Craig Looker
Les références
‘A very strong, commercially minded, solutions-focused team.’
‘Craig Looker is practical and responsive.’
‘I am always impressed by the quality of advice, service and value provided by Andrew McIlhinney and the wider team with a special notice for my dealings with Simon Evans and his pragmatic approach.’
Principaux clients
Trustee of the Yorkshire Building Society
Trustee of Urenco UK Pension Scheme
Trustee of the Bibby Line Pension Plan
Trustee of the Ronseal Pension Scheme
Trustee of the Westinghouse Electric (UK) Pension Plan
Sytner Group
Dr Marten Group
RR Donnelley
Bacardi Group
National Grid
Principaux dossiers
- Advising the Trustees of Westinghouse Electric (UK) Pension Plan on the de-sectionalisation of the DB Pension Scheme.
- Advising the trustees of the Andrew Weir Pension Scheme on the full buy-in of all DB scheme liabilities with Aviva.
- Acted for Dr Martens Airwair Group Limited on a bulk transfer of DC section (of a formerly hybrid scheme) into the Aviva Master Trust.
Squire Patton Boggs
Squire Patton Boggs has a strong focus on all pension aspects of work in the regulated utilities sector, particularly water, nuclear, and electricity-sponsored schemes. The team also has significant experience and expertise in assisting local government and not-for-profit clients, including schemes in the charity and faith sectors, trade associations and trade unions. Catherine McKenna spearheads the team alongside Jane Briggs, who has experience in advising pension scheme trustees and sponsors with particular specialist expertise in relation to retail pensions and insurance providers, as well as master trusts. Anna Tomlinson is the key name at senior associate level.
Responsables de la pratique:
Catherine McKenna
Autres avocats clés:
Jane Briggs; Anna Tomlinson; Beth Darragh
Les références
‘Catherine McKenna gives great advice and is available when needed.’
Principaux clients
Trustee of Kelda Group Pension Plan
Trustee of the Northern Powergrid Group of the ESPS
ACCESS Pool of the Local Government Pension Scheme
Trustee of the Lucite International Pension Fund
Trustee of the Fenner Pension Scheme
Trustee of the Belden Pension Scheme
Trustee of the Huntsman Pension Scheme
Trustee of the Intelek Pension Scheme
Trustees of the SPX Pension Scheme
Northern Gas Networks
Trustee of the B/WIP Pension Plan
Standard Life Master Trust
Principaux dossiers
- Advised the Trustee of Kelda Group Pension Plan on all pension matters for the £1bn+ pension plan.
- Acted for the Trustee of the Fenner Pension Scheme, completing a buy-in of the scheme’s liabilities.
- Advised the Group Trustees of the Northern Powergrid Group of the Electricity Supply Pension Scheme (ESPS) on the £1bn+ scheme and all aspects of its governance, compliance, investment and benefit provision.
Wrigleys Solicitors LLP
Wrigleys Solicitors LLP‘s ‘knowledgeable’ team of specialist pension lawyers is well regarded for its trustee advisory work and charity pension issues; the group is also regularly instructed by other law firms, independent trustees and pension consultants. Kate Buckham leads the pensions team alongside Louise Edwards. Buckham provides comprehensive advice on all aspects of occupational pension schemes, while Edwards has extensive experience in guiding trustees through complex liability management exercises.
Responsables de la pratique:
Kate Buckham; Louise Edwards
Autres avocats clés:
Victoria Acomb
Les références
‘They are very knowledgeable about our pension schemes. They understand our requirements and the sponsoring company’s objectives. They are proactive in dealing with new legislation and cooperate very well with our other professional advisers.’
‘All individuals we deal with are easily available, and pragmatic in their approach to problems. Our main contacts are Victoria Acomb, Kate Buckham and Louise Edwards, all of whom are very capable and helpful.’
‘Pragmatic and friendly with good advice.’
CMS
CMS’ ‘trusted’ team is spread across Sheffield and Leeds and advises on the full range of pension issues. The practice has particular expertise in advising on public, private, and third-sector schemes and is well equipped to handle complex multi-employer industry-wide schemes, schemes with distressed employers, and the interpretation of the provisions of statutory schemes. In Sheffield, John Hanratty is a leading public law pensions specialist with experience advising government departments, local authorities and private sector bodies on all aspects of pensions law.
Autres avocats clés:
John Hanratty
Les références
‘John Hanratty is always very knowledgeable, pragmatic, and easy to work with, giving sensible and easy-to-follow advice.’
‘Trusted advice from experts in the field.’
‘We have worked with CMS on several occasions over the years and have always valued and respected the advice received.’
Principaux clients
Idemia UK Limited
Newable Limited
Inspira Cumbria Limited
Persimmon Homes PLC
G4S Regional Management (UK & I) Limited
Trustees of the Lakeland Laboratories Limited 2012 Retirement Benefit Scheme
Trustees of the John Turner Construction Pension Scheme
Trustee of the Benjn. R Vickers & Sons Limited Retirement Benefits Plan (1975)
Trustee of the EYMS Group Pension Plan
Trustee of the Whiteley Pension Scheme
Practice Plus Group Hospitals Limited
TPT Retirement Solutions
Serco Plc
ISS Limited
Walter Thomson Construction (Group) Limited
Class-Technology Solutions Limited
Trustee of the Broadbent (1983) Pension Plan
Teesside Pension Fund
Principaux dossiers
- Advised Newable Limited on the recovery of an exit credit from the London Pension Funds Authority of the Local Government Pension Scheme on the restructure of the Newable Group.
- Advising Idemia UK Limited on the closure of its UK DB pension scheme.
- Advising Inspira Cumbria Limited in connection with ceasing to be an admitted body in the Greater Manchester Fund of the Local Government Pension Scheme.
Eversheds Sutherland (International) LLP
Eversheds Sutherland (International) LLP operates a full-service pension practice, leveraging expertise from the wider firm. The group acts for employers, pension schemes, public authorities and insurers, covering both the private and public sector, advising on the full range of pension issues. Gemma Hanley leads the team with significant experience in the energy, utilities and railways sectors, with a focus on DB work.
Responsables de la pratique:
Gemma Hanley
Autres avocats clés:
Kate Sheehan; Catherine Lonergan; Anthea Whitton
Les références
‘Support is always available and a good understanding of all issues.’
‘Gemma Hanley is excellent support and relationship with the client and other advisers.’
‘Their lawyers are technically first class, and their advice and guidance are always on point; they really stand out as leaders in their field. They provide great support on smaller local issues and can also quickly assemble large teams with full project management support, which really helps to coordinate larger/cross-border projects.’
Walker Morris LLP
Walker Morris LLP advises on a range of pension matters, acting for a significant number of high-profile schemes with particular sector experience in the privatised utilities, charity and not-for-profit spaces, and the public sector. The experienced team advises a number of US law firms on pension matters, and has growing expertise in funding interventions, complex funding and covenant negotiations, implementing GMP equalisation projects and working on buy-in and buy-out projects. Liz Graham spearheads the team alongside Ruth Bamforth, while Gwendoline Davis leads the pensions litigation team.
Responsables de la pratique:
Liz Graham; Ruth Bamforth
Autres avocats clés:
Gwendoline Davis
Les références
‘The team is very helpful, and they give practicable guidance and clear direction.’
‘Ruth Bamforth is quick to respond and gives clear guidance.’
‘We regularly work with Ruth Bamforth. We find Ruth excellent. Her advice is always timely, robust and appropriate. Ruth approaches difficult and sometimes dry subjects with warmth, humour and compassion.’
Principaux clients
Trustees of the Forth Ports Group Pension Scheme
Trustees of CMP Batteries Pension Scheme
Trustees of the Hashimoto Limited Pension Scheme
Trustees of the Water Associated Employers Pension Scheme
Trustees of the York University Pension Fund
Trustees of the University of Manchester Superannuation Scheme
Trustees of the PACCAR UK Pension Plan
Trustees of the NG Bailey Pension and Life Assurance Scheme
Trustees of the Banco do Brasil Pension Scheme
Trustees of the Ashland Pension Scheme
Principaux dossiers
- Providing ongoing legal advisory role to the Trustees of the Ashland UK Pension Scheme.
Bevan Brittan LLP
Bevan Brittan LLP has a strong focus on public sector clients, particularly in the healthcare space, advising on all aspects of pension law. It has particular expertise in outsourcing work, advising public sector bodies on duties, and industry-wide pension arrangements. Nigel Bolton heads up the team and has vast experience in pensions across both the public and private sectors.
Responsables de la pratique:
Nigel Bolton
Les références
‘Great advice the first time around and very good knowledge of the public sector.’
‘Nigel Bolton was extremely knowledgeable about pensions and responsive when needed.’
Principaux clients
Peabody Trust
Bradford Council
GW Padley Holdings limited
Bath and North EAST Somerset and Swindon and Wiltshire ICB
National Savings and Investments
Solent NHS Trust