Pensions Law

Overpayments and underpayments - Keith Rowley QC, Radcliffe Chambers (Pensions Law, London, 14.05.2019) How does Burgess v BIC reconcile with Webber v DoE (No 2) & (No 3)? What are the practical consequences of the Lloyds Bank case? How are the courts approaching PA 95 sections 91 and 92?

• Date Uploaded: 13 May 2019
• Format: PDF
• Size: 778.926 KB

RPI/CPI - Paul Newman QC, Wilberforce Chambers (Pensions Law, London, 14.05.2019) Which grey areas and unresolved arguments remain over substituting RPI for CPI - post Barnardo’s and BT?

• Date Uploaded: 13 May 2019
• Format: PDF
• Size: 927.791 KB

Trustees' powers - Henry Legge QC, 5 Stone Buildings (Pensions Law, London, 14.05.2019) Going beyond BA, what are the limits of trustees' unilateral powers to determine what employers must pay? When must trustees take account of the company’s needs?

• Date Uploaded: 13 May 2019
• Format: PDF
• Size: 1.655 MB

tPR Powers - Mark Grant, CMS (Pensions Law, London, 14.05.2019) What is the scope and effect of tPR anti-avoidance and supervision powers and how may they change, e.g. s231, s72, notifiable events and moral hazard: (1) information gathering, (2) process and jurisdictional issues and (3) other practicalities?

• Date Uploaded: 13 May 2019
• Format: PDF
• Size: 661.81 KB

Distressed employers and schemes - Raquel Agnello QC, Erskine Chambers (Pensions Law, London, 14.05.2019) Drawing on live cases, what are the golden rules of proposing a CVA or RAA which is acceptable to the PPF and tPR?

• Date Uploaded: 13 May 2019
• Format: PDF
• Size: 2.018 MB

​GMP Equalisation - Giannis Waymouth, Norton Rose Fulbright (Pensions Law, London, 14.05.2019) How do you validly equalise for the effect of GMPs? What are the unresolved second order issues such as missing data? What if the scheme is in wind-up?

• Date Uploaded: 13 May 2019
• Format: PDF
• Size: 683.689 KB

GMP Equalisation - Raquel Agnello QC, Erskine Chambers (Pensions, London, 25.04.18) 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?

• Date Uploaded: 25 Apr 2018
• Format: PDF
• Size: 276.808 KB

Default Options and Lifestyling - Henry Legge QC, 5 Stone Buildings (Pensions, London, 25.04.18) 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?

• Date Uploaded: 25 Apr 2018
• Format: PDF
• Size: 719.87 KB

Scheme Restructuring - Katie Banks, Hogan Lovells (Pensions, London, 25.04.18) 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?

• Date Uploaded: 25 Apr 2018
• Format: PDF
• Size: 458.994 KB

TPR Powers - Steven Hull, Eversheds Sutherland (Pensions, London, 25.04.18) 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?

• Date Uploaded: 25 Apr 2018
• Format: PDF
• Size: 326.348 KB