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Pensions
Leading individuals

Pensions

Leading individuals

1
- Ian Davies - Eversheds Sutherland (International) LLP
- Stuart Earle - Eversheds Sutherland (International) LLP

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Blake Morgan LLP provides a 'very helpful service' to a primarily public sector-focused client base, including the Welsh government and NHS England, across the gamut of pensions issues. As well as handling discrete standalone pensions matters, the team often works in close collaboration with other practice groups throughout the firm, including recently working alongside corporate lawyers on pensions due diligence regarding PHS' M&A activity. Team head Ron Burgess has wide-ranging pensions expertise acting for an array of different stakeholders including trustees, corporate clients and insolvency practitioners. 'Excellent' associate Gillian McCue handles a range of pensions issues including regulatory compliance, corporate transactions and investment responsibilities. Other clients include Wales & West Utilities, Cardiff Metropolitan University, and University of Wales Superannuation Scheme.

Aided by a vast array of pensions practitioners across its UK and European offices should the need arise, Eversheds Sutherland (International) LLP's Cardiff team has the critical mass and degree of expertise to provide a 'very high standard of advice’ to an enviable list of private and public sector clients including Welsh Water, Cardiff Bus and Volkswagen. ‘An expert on what he does but with a real commercial edge', team head Stuart Earle excels at handling work for multinational employers and trustees of large occupational schemes and has a particular degree of specialism advising on matters within heavily regulated sectors. Earle recently advised National Grid on the structure to sectionalise the National Grid UK Pension Scheme and on the subsequent implementation of that sectionalisation. Ian Davies has vast experience across all aspects of establishing and running pension schemes; he recently acted for the trustees of the Hoover (1987) Pension Scheme on a regulated apportionment arrangement. Davies also continues to act as trustee on several schemes, including Prudential Platinum. Senior associate Collette Davies is recommended, in particular, for her pensions work within the education sector. The team was also strengthened by the recent arrival of senior associate Jen Green from Hogan Lovells International LLP.

Led on the non-contentious front by Louise Price, and for contentious matters by Richard Locke, Hugh James is 'making a name for itself in the area' and is successfully 'building up its pensions work' on behalf of private and public sector clients including Monmouthshire County Council, Business Wales and Tenneco Automotive UK. The 'bright, thorough and commercial' Price is 'excellent with clients', and as well as providing pensions support to corporate matters handled by the firm, also handles discrete pensions mandates including on issues such as changing benefits, termination of accrual and auto enrolment. 'Exceptional at dealing with the other side', senior associate Abigail Flanagan is 'bright and extremely capable' on pensions litigation. A consultant within the firm's claimant litigation division, Malcolm Evans continues to handle over 300 cases where investors were advised by independent financial advisers (IFAs) to transfer workplace and/or private pensions into a Self-Invested Personal Pension (SIPP) involved in extremely high-risk investments.

At Geldards LLP, team head Stephen Jenkins provides a broad range of pensions advice to employers and trustees including on the closure and winding-up of schemes, as well as handling pensions-related corporate work particularly as it relates to public sector outsourcings. Jenkins recently advised Just Rollers plc on alterations to the basis of pension accrual and deed amendments. Other clients include Staedtler Rail, J Tomlinson, Shaw Healthcare and Biocity.

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