Emma King leads the full-service practice at Eversheds Sutherland (International) LLP, which acts for employers, pension schemes, public authorities and insurers on the full range of pension-related issues in the UK and internationally. The ‘totally client-focused’ team acts for many household names, and continues to lead on various projects to develop and establish new SIPP products for leading financial institutions. Gary Delderfield is an important member of the firm’s public sector pensions team. Sarah Franklin has a wealth of knowledge in advising trustees and scheme sponsors on occupational pension schemes. Legal director James Ellis has significant expertise in advising trustees and employers. Senior associate Tom Meyrick is vastly experienced in both DB and DC schemes.
Pensions in West Midlands
Eversheds Sutherland (International) LLP
Practice head(s):
Emma King
Other key lawyers:
Gary Delderfield; Sarah Franklin; James Ellis; Tom Meyrick; Jessica Ball; Oliver Hunt; Alec Bennett
Testimonials
‘The whole team led by Emma King operates as a team. Knowledge sharing amongst the team is very effective. All team members fully understand the client’s business and its key objectives and challenges.’
‘They are all highly professional and competent when dealing with the client. Sarah Franklin, Tom Meyrick, Jessica Ball and Ollie Hunt.’
‘Sarah Franklin and Tom Meyrick are integral members of our overall team of trustees and advisers and are valued by the board.’
‘Gary Delderfield and Alec Bennett provide professional advice tailored for the client. No detail is overlooked and nothing is too much trouble. Explanations in regular update meetings are clear and to the point.’
‘Always provide good common-sense, practical advice. Emma King our partner gives good sound advice related to the issue and not just legal.’
‘Our Eversheds team do work well together in finding pragmatic solutions to the problems we encounter. Approachable and easy to deal with.’
‘The team are solution focused and pragmatic and provide clear pension advice. They are also responsive and provide the right amount of advice, not trying to oversell a solution and as a result are cost efficient.’
‘James Ellis and Emma King work seamlessly together as a team supporting the trustees and providing clear and concise advice. They don’t sit on the fence but provide clear direction to the trustees.’
Key clients
Smurfit Kappa Pension Trustee
Metal Closures Pension Scheme Trustee
Clara Pension Scheme Trustee
Siemens Plc
Local Government Associate
Trustee of the Goodyear Dunlop UK Pension Plan
Northern Gas Networks Pension Scheme
Trustees of the Baxter Healthcare Pension Plan
The Chartered Institute of Public Finance and Accountancy
The University of Exeter
Gowling WLG
Elizabeth Gane spearheads a ‘commercially aware’ team at Gowling WLG. Gane is highly regarded for her work on an array of complex funding issues, mergers, restructurings and benefit changes. Joanne Tibbott is recommended for her work across a wide range of sectors, while Christopher Stiles has particular expertise in risk transfer transactions. Paul Carberry receives plaudits for his work with a broad mix of trustees and employers. Richard Black
is another notable member of the department who frequently advises trustees of some of the largest schemes in the UK. Other recent highlights included Ben Goldby’s promotion to the partnership in May 2023.
Practice head(s):
Elizabeth Gane
Other key lawyers:
Richard Black; Paul Carberry; Joanne Tibbott; Christopher Stiles; Ben Goldby; Hannah Beacham
Testimonials
‘Christopher Stiles – exceptionally hardworking and flexible. Engagement is with generosity of spirit and empathetic. Rigorous and decisive. Tactful and respectful. Utterly dependable. Enthusiastic, principled.’
‘Ben Goldby is a great communicator especially of difficult topics, and very aware of how the firm comes across. Keen to make sure that information is received well and seeks feedback often. The team takes time to take a personal interest in what is going on.’
‘Liz Gane is personable and always well prepared for client meetings.’
‘Ben Goldby is excellent – if only more pensions lawyers could be like him! He is commercial, intelligent and a pleasure to deal with. His advice is sound and always delivered within promised deadlines. He gets to the root of the issue and delivers it effectively.‘
‘Team has a very high level of knowledge across the team and a low level of turnover at the higher level. They are able to pull in specialist knowledge and experience from the wider team as and when required.’
‘Sound, clear advice given to trustees in a way that ensures that all the trustees get a good understanding of the issue, options and recommendation.’
‘Straightforward expert advice at a reasonable cost in a language trustees understand. Richard Black has never failed to steer us in the right direction without unnecessary advice and cost. Very well liked and respected by the trustees.’
‘The team are approachable and deliver clear advice. Always available to chat things through. Jo Tibbott is able to clearly articulate an issue and give practical steps to resolve it.’
Key clients
Pirelli Schemes
Government of the Isle of Man
The Weetabix Pension Schemes
PGL Scheme
Marstons Plc Pension and Life Assurance Scheme
Pinsent Masons LLP
With Simon Laight and Stephen Scholefield at the helm at Pinsent Masons LLP, the Midlands team stands out for its excellent defined contribution practice, which provides both contract and trust-based solutions. The 'vastly experienced and commercially astute' practice has a portfolio of large and complex defined benefit scheme clients, and has a proven track record of advising on many substantial projects. Aside from advising trustees and corporate sponsors, Nick Stones is also known for his work with public service bodies, the education sector and commercial organisations. Katie Ivens has considerable experience of advising on many high-value projects, including multiple buy-ins and buy-outs, scheme mergers and benefit change projects.
Practice head(s):
Simon Laight; Stephen Scholefield
Other key lawyers:
Nick Stones; Katie Ivens; Helen Murphy; Sarah Irving; Helen Berry
Testimonials
‘Consistently high levels of knowledge across all topics. Proportionate responses – both re advice for the trustee but also Pinsents’ role – they do not create extra work for themselves.’
‘Katie Ivens and Sarah Irving – helpful, clear, proportionate, pragmatic, reliable, trustworthy, responsive.’
‘Very good knowledge of the sector, very good level of resource which makes them able to treat many topics at the same time.’
Key clients
Babcock International Group Pension Scheme
Michelin Pension & Life Assurance Plan
Serco Plc
Fujitsu Group
Barratt Developments Plc
[Trustee] GKN Pension Schemes
[Trustee] Cadbury Mondelez Pension Fund
Glanbia Group
Zurich
[Trustee] SEI Master Trust
Work highlights
- Acted for SEI on its acquisition of the National Pensions Trust (NPT) from XPS Pensions Group. NPT is a UK master trust with over 60,000 members and £1.4bn in assets. The total combined assets of NPT and the SEI Master Trust will be approximately £3.4bn.
- Recently advised numerous leading master trusts through continued unprecedented asset growth which is already around £140bn in 2023.
- Advised Phoenix on the impact on the Standard Life master trusts of the transfer by Part VII process of £120bn liabilities to Phoenix Life Ltd.
Squire Patton Boggs
Led by Matthew Giles, the 'knowledgeable' and stable pensions team at Squire Patton Boggs specialises in diverse areas such as offering de-risking and risk transfer solutions, providing corporate deal support and advising on pensions litigation. Philip Sutton is well-regarded for his transactional and insolvency-related work. Victoria Jeacock excels in advising on UK occupational pension schemes in both the private and the public sectors, with a particular specialism in risk transfer matters. Kate-Emma Bailey has a wealth of experience advising on all aspects of occupational pension plan management. The group has considerable sector strength in regulated utilities, local government pension schemes and the not-for-profit sector.
Practice head(s):
Matthew Giles
Other key lawyers:
Kate-Emma Bailey; Victoria Jeacock; Philip Sutton; Stephanie Wigman; Alexandra Heggie
Testimonials
‘Matthew Giles delivers on-point advice that is tempered with a commercial insight and a keen understanding of the practicalities. His ability to outline issues and solutions in a way that is understandable to all is a quality that is rare but so very valuable.‘
‘They understand the complex structure of the scheme. They are able to fully satisfy our legal requirements and respond promptly to our requests. They are transparent and fair with regard to fees and charges.’
‘We are very pleased to work with Kate Bailey and Philip Sutton.’
Key clients
Greencore UK Defined Benefits Scheme
DSV UK Group Pension Scheme
IMS (UK) Pension Plan
Land Rover Pension Scheme / Jaguar Pension Plan / Jaguar Executive Pension Plan
C.U.K Limited Retirement Benefits Pension Scheme
Omya UK Pension Scheme
Rexel UK Limited
Kerry Ingredients (UK) Limited
IMI Deferred 2014 Fund
The H.B. Fuller Retirement Benefits Plan
Work highlights
- Advised the trustee of the IMI Deferred 2014 Fund, sponsored by IMI plc, on £175m buy-in of all remaining uninsured liabilities.
- Provided all legal support to the trustee of the three defined benefit pensions sponsored by Jaguar Land Rover.
- Acted on the Virgin Media v NTL Pension Trustees II case in the High Court in 2023.
Gateley Legal
The first-rate team at Gateley Legal frequently advises trustees and employers on their duties and liabilities. Under the direction of the 'pragmatic and calm' Michael Collins, who 'really knows his stuff', the group continues to be busy supporting companies with their pension issues as these arise during the course of major corporate transactions. The group is adept at advising on DB schemes with significant assets, DC occupational schemes and contract-based schemes, as well as SSASs and SIPPs.
Practice head(s):
Michael Collins
Other key lawyers:
Tom Allen
Testimonials
‘The collaborative approach shines through and Michael and team are able to consider opposing views and offer pragmatic advice. Billing is clear.’
‘Michael is quick to grasp the matters at hand and responds in a timely fashion. The advice is straightforward and clear with actionable points. Michael is also very happy to coordinate not just with trustees, but also sponsors and opposing legal teams to ensure the best possible outcome for his clients.’
‘Technically able and very responsive – able to think outside the box and put forward commercial and pragmatic solutions. Michael Collins is one of the most technically able lawyers I know – a very safe pair of hands and able to make the complex seem simple.’
Key clients
A.S Watson (Health & Beauty UK) Pension Plan (Superdrug)
Macmillan Pension Plan
Hill & Smith 2016 Pension Scheme
Charles River Pension Plan
NCL Investments Limited Pension Scheme (Evelyn Partners)
Britax Childcare Limited Pension Schemes
Phoenix Medical Supplies Pension Scheme
Sumitomo Electric Wiring Systems (Europe) Pension Scheme
Dunlop Slazenger Pension Scheme
Rexel UK Pension Scheme
USDAW Staff Superannuation Fund
Habib Bank Pension and Life Assurance Scheme
Hortons’ Estate Limited 1978 Retirement Benefits Plan
Franks Roberts & Sons Limited
Robert McBride Pension Fund
American Optical UK Pension Scheme
Anthony Collins Solicitors LLP
The agile team at Anthony Collins Solicitors LLP has particular expertise in advising on public sector schemes. The team is recognised for its work in health and social care, as well as housing and local government. It is also well-regarded for its work in the charities/social businesses and education sectors. Anna Dabek is the practice head, while Douglas Mullen remains active in this space.
Practice head(s):
Anna Dabek
Other key lawyers:
Douglas Mullen
Testimonials
‘A very professional team who offer good focused advice which enables business decisions to be made and cases are handled efficiently. Doug Mullen’s knowledge in this area is excellent.’
‘Doug is professional, punctual, and pragmatic. He has been extremely helpful in talking through various hypothetical possibilities. I have no doubt in his knowledge. Would happily recommend.’
‘Doug Mullen and his team provided an outstanding and personal service and exceptional customer care. Doug Mullen and his entire team coordinated well, providing a responsive, timely and reliable service.’
‘Their client care and service were consistently exceptional across the whole team. Doug and all of his team members listened, understood well and were dependable. Communication was clear, organised and effective.’
‘This practice specialises in social care and housing. As such they have an incredible knowledge of current issues in the sector. They share this with their clients through excellent podcasts, webinars and e-newsletters.’
‘Doug Mullen provided an outstanding and personal service and exceptional customer care. He has a considerable depth of knowledge and expertise in pensions and employment. He listens and comprehends well and communicates complex things clearly in a straightforward way. ‘
Key clients
Nottinghamshire Pension Fund
Gold Care Management Services Limited
Diffusion Elite Security Limited
Sports & Leisure Management Limited
Barnardos
Activate Learning Education Trust
West Northamptonshire Council
Kent Pension Fund
St Leger Homes
Cartrefi Conwy
Work highlights
- Acting for councils on various pension risk sharing arrangements.
- Continuing to advise Gold Care Management Services Ltd on various pension matters.
- Helping Diffusion Elite Security Ltd in an appeal relating to the Pensions Regulator imposing penalties of £52,900 on the client for failure to complete its auto-enrollment re-declaration of compliance.
Mills & Reeve LLP
The ‘very capable and knowledgeable‘ Clare Grice leads the practice at Mills & Reeve LLP. The group is experienced in advising on buy-ins and buy-outs of occupational defined benefit pension schemes. It has considerable strength in the education sector, as well as in public sector pensions. In addition, it has been increasingly advising on GMP equalisation projects.
Practice head(s):
Clare Grice
Other key lawyers:
Fiona Goodman
Testimonials
‘Very approachable and very pragmatic, delivers in good time and for a very competitive fee.’
‘Very pragmatic, great value for money, superb technical knowledge, gives advice concisely without all the wrapping.’
‘The team are responsive and pragmatic. Most importantly, they deliver in line with agreed timescales and if a fixed fee is agreed then that is what is charged. They are also collaborative in their approach.’
‘Clare is great to work with. She always provides a great service, is good value for money and is willing to work with us on tight deadlines. Her pragmatic approach is refreshing.’
‘Clare Grice is very user-friendly and responsive. She provides clear and pragmatic advice.’
‘Clare and the team provide an exceptional service for our mutual clients. A combination of great knowledge and speed of dealing with issues/queries.’
‘Clare Grice is a pleasure to deal with and has great knowledge and provides excellent support, when needed.’
Key clients
The Maclellan Group 2000 Retirement Benefits Scheme
Brockbank Underwriting Limited Pension Scheme
STS Field Grant Systems Pension Scheme
Downland Housing Association Pension Scheme
CBSO Pension Scheme
Countrywide plc Pension Scheme
Brambles
General Dental Council
Mann+Hummel
Shoosmiths LLP
At Shoosmiths LLP the 'very competent' Lynette Lewis has been involved in several complex transactions involving defined benefit pensions schemes. Lewis continues to act for both trustees and employers. National head of pensions David Thompson is also well-regarded. The team is recommended for its work on scheme mergers, buy-in projects and other areas such as rule amendments and scheme restructurings.
Practice head(s):
David Thompson; Lynette Lewis
Testimonials
‘We use Shoosmiths for support on buy-in and buy-out policies for corporate pension schemes where they are particularly strong.’
‘Lynette Lewis is our go-to partner on buy-in and buy-out work. She is excellent, combining detailed legal knowledge with commercial awareness and pragmatism.’
Key clients
Trustee of the Essar Oil UK Pension Scheme
Next plc
Mettler-Toledo Pension Scheme
Copewell Limited
Trustee of the Everis Section of the Prudential Platinum Pension
Vidett Trustees
John Deere
Blanc Aero Industries UK Ltd Retirement Benefit Scheme