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Reducing risks, controlling costs and generating savings for our clients are fundamental to what we do.

Sectors and Services

Whether you’re seeking to comply with discrimination legislation, governance standards, undertaking M&A or restructuring your scheme we offer pragmatic, robust and clear pensions advice.

Our comprehensive range of services for employers and trustees is provided with a focus on meeting your commercial objectives and fiduciary obligations.

We can advise on:

  • Schemes: DB, DC, CARE, EFRBs, Hybrid, Master Trusts, QROPS, SIPPs, SSASs
  • Corporate transactions: due diligence, pensions warranties and agreements, clearance applications
  • Discrimination: equalisation in documentation, legislative advice, benefits for same sex couples and family leave impact
  • Documentation: all your documentation needs in plain English from deeds and rules to trusts
  • Funding: documenting arrangements, contingent assets, de-risking, buy-outs and buy-ins, risk insurance, administration and investment management agreements
  • GDPR guidance for pension scheme trustees
  • Governance: legal and regulatory compliance, employer and trustee powers and duties
  • Litigation: contentious proceedings, pension scheme claims, professional negligence claims and mediations, pensions and Financial Ombudsman complaints
  • Pensions Protection Fund: PPF entry and levy reduction
  • Restructuring: group re-organisations, closure to accrual, merging schemes, winding up, transfers, CARE sections, section 75 debt issues, clearance applications
  • Unions pensions: specialist unions pensions advisory services

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