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The Legal 500 Hall of Fame Icon The Legal 500 Hall of Fame highlights individuals who have received constant praise by their clients for continued excellence. The Hall of Fame highlights, to clients, the law firm partners who are at the pinnacle of the profession. In the United Kingdon, the criteria for entry is to have been recognised by The Legal 500 as one of the elite leading lawyers for eight years. These partners are highlighted below and throughout the editorial.
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United Kingdom > Isle of Man > Insurance and pensions > Law firm and leading lawyer rankings

Editorial

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Index of tables

  1. Insurance and pensions
  2. Leading individuals: Hall of Fame
  3. Leading individuals

Leading individuals

  1. 1

Appleby’s corporate lawyers, with Simon Harding a particularly notable name, handle significant transactions for leading insurance companies operating in the Isle of Man, advising on the regulatory compliance aspects of mergers and acquisitions, transfers of business, redomiciliations and restructurings. The firm has a growing pension advisory offering headed by Juan Thornley, who can assist global financial services groups with defined benefit and defined contribution schemes.

Practice head(s):Simon Harding; Juan Thornley

Testimonials

'Katherine Johnson and Sophie Corkish are very helpful and professional'

'A knowledgeable corporate insurance team'

'Michelle Brook is helpful, responsive and easy to work with'

Key Clients

Lloyds Bank

Zurich

Thomas Miller

Cains provides advice on complex corporate issues to an enviable list of multinational insurers and private banks. Jonathan Latham has particular expertise in high-value policy transfers, as well as providing advice on Manx regulations for insurance company reorganisations. Tristan Head is the name to note for establishing and restructuring captive insurance companies. The firm’s wider corporate department handles merger and acquisition transactions for insurance companies when they arise.

Practice head(s):Jonathan Latham; Tristan Head; Scott Leonard-Morgan

Work highlights

  • Advising on the Isle of Man-specific aspects of the sale of Canada Life's block of insurance policies with an asset value of $2.7m to Scottish Friendly.
  • Isle of Man counsel on the transferal of £7.5bn of insurance policies from Abbey Life Assurance Company to Phoenix Life.

DQ's pensions offering is spearheaded by Annemarie Hughes, who advises premier Isle of Man pension administrators on all legal and regulatory requirements. Of particular note is the practice’s expertise in drafting the island’s first occupational pensions schemes to gain approval under the newly introduced pension freedoms legislation. The team also has experience with defending pension trustees against Isle of Man Pensions Ombudsman claims.

Practice head(s):Annemarie Hughes

Keystone Law’s leading pensions practice advises on the full range of matters, with considerable strength in creating domestic and international schemes for publicly listed corporations, insurers, banks and pension providers. Renowned pensions expert Ben Hughes often acts as counsel to leading UK and US firms on pensions-specific issues arising from corporate transactions, and also advises Isle of Man Government departments on issues including Pension Ombudsman claims and public sector pension obligations.

Other key lawyers:Ben Hughes; Gillian Christian

Testimonials

'Keystone Law's knowledge and experience in the pensions and international life insurance sector is first-rate'

'Ben Hughes is a renowned specialist in the pensions sector- always available, extremely knowledgeable and able to explain complex matters comprehensively'

'Ben Hughes is a pleasure to work with'

Key Clients

Public Sector Pensions Authority

Zurich International Pensions Administration

Throgmorton Private Capital

Boal & Co

Abbey National International Pension Scheme

Moore Stephens Retirement Solutions

Zurich International Life

Abbey National Jersey Pension Plan

Fedelta Pensions

Optimus Pension Administrators

Work highlights

  • Advising Zurich on the drafting and establishment of a suite of new template trust documents for the provision of group life insured benefits under the domestic Isle of Man tax regime.
  • Advising Throgmorton with the structuring and establishment of an international retirement benefit scheme dedicated to seafarers and the maritime sector.
  • Advising Boal & Co. (a leading Isle of Man pension provider) across a range of domestic and international schemes.
  • Advising Fedelta (a leading Isle of Man pension provider) in respect to the establishment of two new types of pension plan.
  • Acting as lead legal counsel to the trustees of the Abbey Scheme on all aspects of Isle of Man regulatory, tax and pension matters.

The team at Simcocks advises on insurance regulatory and issues, captive insurance company formations and other transactions in the industry, with David Spencer being a notable name in the sector. On the pensions front (which is led by Phil Games), the practice assists corporate clients, pension fund trustees and fund members on scheme mergers and restructurings, pension scheme buy-outs, tax compliance and contentious matters.

Practice head(s):David Spencer; Phil Games

Interview with...

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