Legal and Documentation Services

Legislation affecting occupational pension provision has become ever more complex in recent years and there is no sign that the pace of new legislation is likely to slacken. It is vital for the security of the pension promise and for the protection of the trustees of a scheme that documents are carefully drafted and that advice on changes in the law is delivered in a timely manner.

Our legal team has a breadth of knowledge and experience which enables them to respond quickly and flexibly to changes in legislation and scheme design and to update scheme documentation appropriately.

Services provided by the legal team include:

  • Drafting of Trust Deeds and Rules
  • Scheme announcements and explanatory booklets
  • Negotiations with the Inland Revenue
  • Pensions Act compliance
  • Trustee appointments
  • Independent trusteeship
  • Advice, negotiation and documentation regarding scheme mergers
  • Advice, negotiation and documentation of pension aspects on company sales or acquisitions
  • Legal advice to trustees and companies

Contact

Steven Ross

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