In-person Conference
Pensions Law & Practice: Shaping New Developments into Solution-Focused Answers for Clients
Court-Proven, Solution-Focused Answers to 7 Thorny Questions Facing Experienced Practitioners: Directly from Top-Rated KCs, Senior Juniors, and Solicitors
5 hours CPD
Bookings have now closed for this conference
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Highly recommended
Out of 20,067 evaluation forms, 97.13% said "Yes, I would recommend White Paper to a colleague"
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Information you won't find elsewhere
Our experts talk under Chatham House Rule, so you get the best, most readily usable information they wouldn't share elsewhere
Programme
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09:30
Registration and coffee
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10:00
Chair's Introduction
Pensions law & practice: Shaping new developments into solution-focused answers for your clients
Chaired by Ian Gordon, Gowling WLG
Ian has acted in many of the most significant pension cases in the last few years, including Axminster, Britvic, CMG, Mitchells & Butlers. He is 'one of the stars of pensions litigation with a huge amount of experience acquired in leading cases.'
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10:10
Amendment Efficacy
What are the wider implications on amendment efficacy following recent cases such as Virgin Media Ltd v NTI Pensions Trustees and BBC v BBC Pensions Trust?
Answered by Nicolas Stallworthy KC
Nicolas is "exceptionally bright and an original thinker, superb for fiendishly difficult situations." He acted in the hotly contested Virgin Media and Box Clever Pension Scheme litigation.
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10:45
Newell Rubbermaid
What are the wider implications for practice of the Newell Rubbermaid case?
Answered by Keith Rowley KC
Keith is "a brilliant legal adviser who comes up trumps whenever you need complex and tricky legal advice." He acted in the British Airways, Lloyds Bank and Newell Rubbermaid pensions cases.
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11:20
Morning Coffee
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11:35
Endgame Options
How do you steer your clients through endgame options for DB schemes – including insurers, consolidators, and other alternative solutions such as running on?
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."
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12:10
Correction Exercises
What are the unresolved issues over benefit arrears and correction exercises, including limitation, forfeiture, and payable interest, supported by case law and practical examples?
Answered by David E Grant KC
David is “a first-rate silk and superb communicator.” “He makes a technical and complex area appear quite simple and straightforward.” He acted in McGaughey v University Superannuation Scheme.
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12:45
Overrun
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13:00
Lunch
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13:45
Surplus on Winding Up
To what extent should Trustees refund some or all of a surplus on winding-up to an employer rather than augment benefits?
Answered by Michael Tennet KC
Michael is “one of the outstanding pensions barristers at the Bar.” “He is commercially minded, astute and fun to work with." “He deals with the most complex cases with ease.”
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14:20
ESG Strategies
How much leeway - practically and legally - do trustees have to exclude asset classes or pressure fund managers to invest in specific ways, e.g. ESG?
Answered by Liz Ramsaran, DWF
Liz is hugely experienced in advising trustees and employers on the pension aspects of ESG, ED&I and governance. She sits on the APL's Investment and Defined Contribution Sub-committee.
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14:55
Ombudsman Case Insights
How are the latest - and most salient - Ombudsman cases on scheme administration and trustee decision-making influencing current practice and the way you advise clients?
Answered by Wendy Mathers, Radcliffe Chambers
Wendy is "thorough, user-friendly, highly analytical and all over the legal details and practical issues of her pensions cases." "She is a star, and a KC in the making.”
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15:30
Over-run
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16:00
Close of conference