Conference Documents

Pensions Law

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  1. Ombudsman Case Insights - Wendy Mathers, Radcliffe Chambers

    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?

    • Conference: Pensions Law 2024
    • Date Uploaded: 10 Oct 2024
    • Format: PDF
    • Size: 795.614 KB

  2. ESG Strategies - Liz Ramsaran, DWF

    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?

    • Conference: Pensions Law 2024
    • Date Uploaded: 10 Oct 2024
    • Format: PDF
    • Size: 268.226 KB

  3. Endgame Options - Jeanette Holland, Baker & McKenzie

    How do you steer your clients through endgame options for DB schemes – including insurers, consolidators, and other alternative solutions such as running on?

    • Conference: Pensions Law 2024
    • Date Uploaded: 10 Oct 2024
    • Format: PDF
    • Size: 423.17 KB

  4. Newell Rubbermaid - Keith Rowley KC, Radcliffe Chambers

    What are the wider implications for practice of the Newell Rubbermaid case?

    • Conference: Pensions Law 2024
    • Date Uploaded: 10 Oct 2024
    • Format: PDF
    • Size: 734.282 KB

  5. Correction Exercises - David E Grant KC, Outer Temple Chambers

    What are the unresolved issues over benefit arrears and correction exercises, including limitation, forfeiture, and payable interest, supported by case law and practical examples?

    • Conference: Pensions Law 2024
    • Date Uploaded: 10 Oct 2024
    • Format: PDF
    • Size: 551.763 KB

  6. Surplus on Winding Up - Michael Tennet KC, Wilberforce Chambers

    To what extent should Trustees refund some or all of a surplus on winding-up to an employer rather than augment benefits?

    • Conference: Pensions Law 2024
    • Date Uploaded: 10 Oct 2024
    • Format: PDF
    • Size: 429.499 KB

  7. Surplus on Winding Up (NTS) - Michael Tennet KC, Wilberforce Chambers

    To what extent should Trustees refund some or all of a surplus on winding-up to an employer rather than augment benefits?

    • Conference: Pensions Law 2024
    • Date Uploaded: 10 Oct 2024
    • Format: PDF
    • Size: 232.778 KB

  8. Remedies for defective exercises - Jennifer Seaman, Wilberforce Chambers

    Cutting through all the opinions, how do you address and rectify defective execution and instances of non-compliance with powers of amendment in pension schemes?

    • Conference: Pensions Law 2023
    • Date Uploaded: 23 Nov 2023
    • Format: PDF
    • Size: 1.002 MB

  9. Mansion House Challenges - Vanessa Wells, Eversheds Sutherland

    What challenges, both practical and legal, will arise from the PPF's potential role as a consolidator and the heightened focus on Trustees' skills, under the Mansion House proposals?

    • Conference: Pensions Law 2023
    • Date Uploaded: 23 Nov 2023
    • Format: PDF
    • Size: 476.384 KB

  10. The LDI crisis - Ian Gordon, Gowling WLG

    What kind of claims did we expect, what are we seeing in practice and how has our perception of the shape of potential claims changed?

    • Conference: Pensions Law 2023
    • Date Uploaded: 23 Nov 2023
    • Format: PDF
    • Size: 610.807 KB

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