Hall Of Fame

Firms To Watch: Pensions

Irwin Mitchell‘s Leeds team works on a range of pension issues and has benefitted from the recent arrivals of Terry Saeedi and Matthew Ambler, who bring with them a wealth of experience and expertise in this sector.

Pensions in Yorkshire And The Humber

Addleshaw Goddard

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.

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