Meet BDB Pitmans at the ISBA Annual Conference
21 – 22 May 2019
The Independent Schools’ Bursars Association (ISBA) is the only national association to represent school bursars and business managers of independent schools. The ISBA annual conference brings together over 500 bursars from independent schools every year, offering topical updates for schools and networking opportunities and an exhibition of more than 150 professional advisors and companies.
We are proud to have supported the ISBA for a number of years and are invited to speak as leading experts at the annual conference to provide a legal perspective on matters affecting the education sector. We take this opportunity to help stakeholders stay updated with the latest legal and regulatory news that affects them. We also enjoy meeting with delegates at the exhibition to understand more about the issues that concern them and how we can help.
Our ISBA team will be speaking at the interactive panel discussions and will be at at the exhibition on Stand 93.
Find out more about our ISBA and wider education team below.
Our ISBA team
Penny leads BDB Pitmans’ education team. Her expertise includes setting up and advising charitable organisations such as independent schools. She has particular experience in advising public / private / charity collaborations and advises trustees and governing bodies on their fiduciary and regulatory duties, constitutional and governance issues, and commercial and fundraising contracts.
In addition to her work for charities, Penny has a strong private client practice, in particular, providing tax planning for entrepreneurs and advising on the use of trusts in a commercial context. Penny is a trustee for a number of charities and is a governor at Abingdon School.
Alice assists with leading BDB Pitmans’ education team and has extensive experience advising charities and social enterprises on a wide range of matters. In particular, Alice advises on the establishment and re-structuring of charities, governance, fundraising and regulatory matters.
She is also a governor of The Mount School, York.
David leads BDB Pitmans’ pensions team. His expertise covers all aspects of occupational pension schemes, but with a particular focus on defined benefit schemes and the funding and regulatory issues affecting them. He advises employers and pension scheme trustees on pension issues including benefit design, documentation, restructuring benefits, pensions implications of restructuring employers, contingent assets, funding arrangements, buy-in and buy-out of pension liabilities and transactions such as employer sales, merger of pension schemes and apportionment arrangements.
David has acted as an independent trustee of pension schemes and has been a director of a charity. Over his career he has acted for charities (including independent schools) as legal adviser and as a scheme trustee.
Our education team and experience
Our team of leading education lawyers include members from our award-winning charities team, corporate, commercial, employment, pensions and specialist public affairs teams. We have specialist expertise in complex or unusual matters which affect the education sector. On a day-to-day basis, we advise the governing bodies and leadership teams of independent schools, as well as trustees of educational foundations, on all matters ranging from operational issues to governance and risk management.
Many in the team are school governors and trustees of education charities and therefore have first-hand experience of seeing issues from both sides. We also have a strong and effective relationship with the Charity Commission. Our involvement in the practicalities of the sector provides in-depth knowledge.
Offering a collaborative approach, we draw on expertise across the firm, sharing knowledge and experience to offer an integrated service ranging from debt collection and staff issues to mergers and collaborations and exploring opportunities overseas.
Very thorough in identifying possible risks and addressing them pragmatically.
Chambers and Partners UK 2019
How we can help in the education sector
• Arrangements with trading subsidiaries
• Charity Commission consents
• Commercial contracts
• Constitutional reviews
• Debt collection
• Governance training
• Health and safety
• Information technology
• Intellectual property
• Media relations and reputation management
• Mergers and joint ventures
• Outsourcing arrangements
• Parent / pupil contacts
• Property, planning and development
• Public and regulatory law
• Public benefit requirements
• Public procurement
• Risk management
• Serious incident reports
• Student issues
Further resources you may find useful
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