# 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

- Format: In-person
- Date: Thursday, 10 October 2024, 10:00AM to 4:00PM (registration from 9:30AM)
- Venue: The Caledonian Club, 9 Halkin Street, London, SW1X 7DR
- 5 hours CPD
- Rates: Live Attendance £249.00 + VAT per person
- Status: This conference has taken place
- Book: https://whitepaper.co.uk/conferences/pensions24

## Programme

- 09:30 Registration and coffee
- 10:00 Chair's Introduction: Pensions law & practice: Shaping new developments into solution-focused answers for your clients
  - Chaired by Ian Gordon, Gowling WLG
- 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
- 10:45 Newell Rubbermaid: What are the wider implications for practice of the Newell Rubbermaid case?
  - Answered by Keith Rowley KC
- 11:20 Morning Coffee
- 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, Baker & McKenzie
- 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
- 12:45 Overrun
- 13:00 Lunch
- 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
- 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
- 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
- 15:30 Over-run
- 16:00 Close of conference

## How to book

Choose a rate on the [conference page](https://whitepaper.co.uk/conferences/pensions24) and press Book Now. Checkout asks for the booking contact and company address, then each delegate's name and email, then payment: Credit/Debit Card, or Bank Transfer/Cheque to be sent an invoice. Bookings are subject to the [booking policy](https://whitepaper.co.uk/booking-policy).