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

Live attendance + Free Video ticket

  • Tuesday, 4th October 2022
  • The Caledonian Club 9 Halkin Street London SW1X 7DR
  • Price of live attendance includes a free video ticket
  • 5 hrs CPD

£249 + VAT

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  • Available to watch: Monday, 10th October 2022
  • On-demand
  • 5 hrs CPD

£149 + VAT

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Answers to 9 Thorny Questions: Directly from 8 QC and Solicitors of Outstanding Ability

  1. Registration and coffee

  2. Chair's Introduction

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

    Chaired by: Giannis Waymouth of Norton Rose Fulbright

    Giannis is deputy chair for The Society of Pension Professionals' DC Committee and served on APL's Parliamentary committee. She worked as Lloyds Banking Group's pensions counsel.

  3. Correction exercises

    How do you steer clients through benefit arrears and correction exercises, including limitation, forfeiture and interest payable, supported by case law and practical examples?

    Answered by: Stephen Hull of Eversheds Sutherland

    Stephen has "second-to-none knowledge and an ability to convey information at the right level." His pension cases include Jessops Plc, Reader's Digest, Liberata and Kodak.

  4. GMP equalisation

    What are the latest requirements for GMP equalisation and the related risks, i.e. GMP conversion legislation, new HMRC guidance, and changing attitudes of insurance companies?

    Answered by: Keith Rowley QC of Radcliffe Chambers

    Keith is "a brilliant adviser who comes up trumps whenever you need complex and tricky legal advice." He acted in the British Airways and Lloyds Bank pensions cases.

  5. Morning coffee

  6. Notifiable events

    What are the practical and legal implications of the new notifiable events triggers and "declarations of intent", and which corporate activities will likely be caught?

    Answered by: Nicolas Stallworthy QC of Outer Temple Chambers

    Nicolas is "exceptionally bright and an original thinker, superb for fiendishly difficult situations." He acted in the hotly contested Box Clever Pension Scheme litigation.

  7. Winding-up

    To what extent are trustees exposed if (e.g.) they have unwittingly failed to secure all benefits, and what are the possible protections?

    Answered by: Raquel Agnello QC of Erskine Chambers

    Raquel frequently acts for tPR, including on Nortel and Lehman in the Supreme Court. "She can always break down complex matters and provide clear strategic advice."

  8. Overrun

  9. Lunch

  10. Transfer regime

    How do you control - and overcome - difficulties with the new transfer regime, particularly assessing whether conditions have been met?

    Answered by: Andrew Mold QC of Wilberforce Chambers

    Andrew's "pensions practice goes from strength to strength." "He has amazing judgement", "superb communication skills", and "a brilliant nose for what's going to happen."

  11. ESG

    How much leeway do trustees have to exclude asset classes or pressure fund managers to invest in specific ways, e.g. ESG?

    Answered by: Richard Hitchcock QC of Outer Temple Chambers

    Richard is "brilliantly creative – his judgement is superb - and he brings humour to all his cases." He appeared in Sea Containers, Visteon, MF Global and Lehman Brothers.

  12. Ombudsman's cases

    What do recent Ombudsman's cases reveal about scheme administration and trustee decision-making and the available remedies and defences?

    Answered by: Jeanette Holland of Baker & Mckenzie

    Jeanette offers nearly three decades of experience advising employers and trustees on all aspects of pension law. "She demonstrates expert knowledge and pragmatism."

  13. Over-run

  14. Close of conference

All speaker quotes are taken from Chambers Directory, Who’s Who Legal or Legal 500

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