Previously head of the pensions department, Keith is now a consultant. He joined Richards Butler as a partner in 1984 and has specialised in trusts and pensions since 1968. He also has extensive experience of custodianship, stocklending, collective funds, derivatives and legal issues affecting public trusts of all kinds. He has held various Financial Conduct Authority approved roles.
Experience
Representative matters
Representative matters
Has formed investment products such as OEICs (open-ended investment companies), EUUTs (tax exempt mutual funds for professional investors), index funds and personal pension products
Involved in Mineworkers Pension Scheme, two cases 1986 and 1987; Hillsdown Scheme 1994-99; British Telecom Scheme 1989 and 1995; ‘Edge’ case (Industrial Training Boards Pension Fund) 1995-99; and PIA (£12 bn pension mis-selling regime) 1994 – in all cases for successful parties
Pioneered first UK ‘authorised’ unit trust series of funds in futures and options
Has formed investment products such as OEICs (open-ended investment companies), EUUTs (tax exempt mutual funds for professional investors), index funds and personal pension products
Involved in Mineworkers Pension Scheme, two cases 1986 and 1987; Hillsdown Scheme 1994-99; British Telecom Scheme 1989 and 1995; ‘Edge’ case (Industrial Training Boards Pension Fund) 1995-99; and PIA (£12 bn pension mis-selling regime) 1994 – in all cases for successful parties
Pioneered first UK ‘authorised’ unit trust series of funds in futures and options
Recognitions
- Association of Pension Lawyers Medalist - awarded Medal for services to pension communication - 2000
- FPAS - awarded Fellowship of The Pensions Advisory Service (TPAS) for outstanding long-term contribution to its work, as Chair of the Legal Advice Panel and earlier as Board Member - 2012
Credentials
Education
Education
- King's College London, 2000, Post Graduate Certificate with Distinction, ‘Interests in Securities’
Professional admissions & qualifications
Professional admissions & qualifications
- England and Wales
Court admissions
Court admissions
- Supreme Court - England and Wales
Professional affiliations
Professional affiliations
- Beaufort Trust Corporation Limited, Investment Officer
- London Library, Pension Plan Trustee
- Trust Quarterly Review, Global Law Journal Editor
- Neuruppin Underwriting Ltd, Reinsurance, Director
- Occupational Pensions Defence Union (OPDU), Procure Insurance for Pension Plans Trustees, Member of Consultative Committee
- The Association of Corporate Trustees (TACT), Industry Body, Member
- Wiggins Teape Pensions Scheme (WTPS), Investment Committee Member