Pensions in Wales

Blake Morgan LLP

Under the leadership of the 'informed and insightfulGillian McCueBlake Morgan LLP has 'in-depth knowledge of the sector in south Wales', particularly with regard to public/third sector-related pension work for local authorities, central government, social housing associations and further education institutions. Dividing his time between the London and Cardiff offices, Ron Burgess  heads up the firmwide pensions team and advises private sector employers and scheme trustees across a range of ongoing advisory work, as well as in the context of corporate restructurings, mergers and insolvencies.

Practice head(s):

Ron Burgess; Gillian McCue

Testimonials

‘The team’s in-depth knowledge of the sector in south Wales is a particular strong skill set and regularly seek their input on industry matters.’

‘Excellent firm. Always available to assist and advise on matters, sometimes with very little notice.’

‘Gillian McCue is always informed and insightful.’

‘Gillian McCue is exceptionally professional and very helpful.’

‘Gillian McCue is very easy to work with and explains complex pensions issues in a concise, clear manner.’

Key clients

NHS England

Welsh Government

University of South Wales

Cardiff Metropolitan University

Nurture Landscapes Limited

Swansea University Pension Scheme

Michael Weinig (UK) Limited 1990 Pension Scheme

Trivallis Limited

Aberystwyth University Pension Scheme

University of Wales Superannuation Scheme

Work highlights

  • Providing pensions support to a council on the completion of a landmark leisure management procurement deal for three leisure centres worth approx £36m.

Eversheds Sutherland (International) LLP

Handling work on its own and also forming an integral part of the firm's extensive UK-wide offering, Eversheds Sutherland (International) LLP's 'quietly efficient' six-strong team handles a range of high-calibre pensions work for a myriad public and private sector employers. As well as being particularly skilled at advising trustees and employers within heavily regulated sectors, Stuart Earle's broad expertise includes a considerable focus on work relating to the growing prevalence of multi-employer occupational pension schemes. Senior associate Collette Davies has a strong grounding in public sector-related pensions matters, although she also regularly provides the necessary pensions advice pursuant to corporate transactions handled by the firm. Ian Davies retired from the partnership in May 2020, although he still handles some work for the team in his role as a consultant, including on behalf of providers in the SSAS/SIPP market.

Practice head(s):

Stuart Earle

Other key lawyers:

Ian Davies; Collette Davies; Jen Green

Testimonials

‘The team is excellent – quietly efficient and capable.’

‘The partner I work with gives relevant advice, clear suggestions as to the way of dealing with situations and, most importantly, has shown his ability to work to find simple and effective solutions to, apparently intractable problems and challenges.’

Key clients

NEST Corporation

National Grid Plc

Dwr Cymru/Welsh Water

Arconic/Trustee of the Arconic Britain Pension Scheme

Trustee of the SSE Southern Group of the ESPS

People’s Dispensary for Sick Animals Pension Scheme

Trustees of the Nokia Group UK Pension Scheme

Volkswagen

Robert Bosch Limited

Nuclear Decommissioning Authority

Work highlights

  • Continuing to handle a range of work for NEST Corporation, including on day-to-day member queries, drafting template transfer documentation for future transfer activity and advice on transfers.
  • Advising National Grid Plc across its multibillion-pound pension schemes.
  • Advising the trustees of the Welsh Water pension scheme across a range of matters, including sundry governance issues and on their review and implementation of a new, innovative cash-flow driven investment strategy.

Hugh James

At Hugh James, employment head Louise Price is the main contact for non-contentious pensions-related work, both from a standalone advisory context, as well as in a support function pursuant to corporate transactional work handled by the firm. On the contentious front, senior associate Abigail Flanagan has developed a strong reputation for claimant professional negligence-related pensions work.

Practice head(s):

Louise Price

Other key lawyers:

Richard Locke; Abigail Flanagan