Pensions: Shaping New Law into Solution-Focused Answers for Your Clients

Wed 25 April 2018

The Caledonian Club 9 Halkin Street London SW1X 7DR

Answers to 13 Thorny Questions: Directly from 4 QCs and 3 Venerated Solicitors

5 hrs CPD

This conference is now over

View live conferences

96.4% of previous attendees said they would recommend White Paper Conferences to a colleague


  1. Registration and coffee

  2. Chairman's introduction

    Pensions: Shaping new law into solution-focused answers for your clients

    Chaired by: Robert West of Baker & McKenzie

    Robert is voted the UK’s top all-round pension lawyer (Pensions World.) He served as non-executive director of the Pensions Advisory Service and advised the government on new pension legislation.

  3. RPI/CPI

    Drawing on live cases, how do you turn the scale in your client's favour when shifting from RPI to CPI - both practically and legally?

    Answered by: Nicolas Stallworthy QC

    Nicolas' "encyclopedic knowledge and innovative approach set him apart from competition." He advised the trustees in the Barnardo's pensions litigation over the index linking of benefit increases.

  4. Rule amendments

    Using real-life and practical examples, how open to attack are trustees when making decisions that reduce benefits?

    Should the sponsoring employer's interests (as a potential beneficiary) be considered?

    Answered by: Keith Rowley QC

    Keith is an "outstanding pensions silk: incisive, courageous and with excellent judgement." He acted for the defendant trustees in the hotly contested British Airways v Spencer litigation over the use of expert evidence.

  5. Morning coffee

  6. tPR powers

    With tPR “getting tougher,” how should schemes respond when faced by tPR powers, e.g. s231, s72 and use of “litigation lawyers”?

    What do the cases tell of tPR's operating methods?

    Answered by: Steven Hull of Eversheds Sutherland

    Steven is "an excellent tactician, hugely experienced, right at the cutting edge of pensions law." He is skilled at acting for trustees in scheme funding negotiation disputes before the pensions regulator.

  7. Scheme restructuring

    Applying the lessons of Kodak, Tata, Halcrow and Hoover, how do you restructure a pension scheme so that it is acceptable to the regulator and the PPF?

    Answered by: Katie Banks of Hogan Lovells

    Katie is one of the UK's most garlanded pensions lawyers. She led the team of 300 lawyers advising the Trustees of the Kodak Pension Plan on their ground-breaking debt for equity swap. She is the incoming Chair of the APL.

  8. Lunch

  9. Default options and lifestyling

    As auto enrolment beds in, how can trustees protect themselves from negligence claims in relation to DC investments, especially default options and lifestyling?

    To what extent are pension flexibilities a risk factor?

    Answered by: Henry Legge QC

    Henry has acted in some of the most-significant pensions cases including BT, IBM and Nortel. "He provides real wisdom and very strong tactical advice." "His approach is spot-on."

  10. GMP equalisation

    With the Lloyds bank case bubbling away, what can and should trustees do about GMP equalisation when winding up a scheme (in deficit or surplus) to eliminate risk for themselves?

    Answered by: Raquel Agnello QC

    Raquel acts extensively for tPR: "she probably knows more about tPR powers than anybody else." She acted for tpR over Desmond Pension Scheme, a widely reported case involving a £23 million contribution notice.

  11. Over-run

  12. Close of conference

** All speaker quotes are taken from Chambers Directory, Who's Who Legal and Legal 500