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Advising trustees, sponsoring employers, investors, and lenders, Will’s expertise covers the full range of issues that arise in relation to UK-based pension schemes.
Key areas of advice include the pensions tax regime, age discrimination, funding and investments, scheme mergers, liability management, employer debt, buy-ins and buyouts, automatic enrolment, public sector pensions, and governance.
Experience
Representative matters
Representative matters
Advising on mergers of pension schemes and drafting required documentation including merger agreements, project plans, member communications and statutory notices
Drafting and advising upon updated or new scheme governing documentation including wholesale updates to scheme rules or modifications to benefit design along with accompanying ‘plain English’ commentaries
Acting for numerous clients in relation to issues of funding. This work has ranged from putting in place parent company guarantees to advising on unique and innovative funding agreements involving multiple parties (pension scheme trustees, sponsoring employers, lenders and the Pensions Regulator)
Experience
Advising on mergers of pension schemes and drafting required documentation including merger agreements, project plans, member communications and statutory notices
Drafting and advising upon updated or new scheme governing documentation including wholesale updates to scheme rules or modifications to benefit design along with accompanying ‘plain English’ commentaries
Acting for numerous clients in relation to issues of funding. This work has ranged from putting in place parent company guarantees to advising on unique and innovative funding agreements involving multiple parties (pension scheme trustees, sponsoring employers, lenders and the Pensions Regulator)
Advising on issues relating to regulatory compliance and clearance applications as well as drafting and putting in place trustee policies, registers and compliance records
Recognitions
- Ranked in Chambers UK for London Pensions, 2012-2026
- Ranked in The Legal 500, 2014-2022
Credentials
Education
Education
- Nottingham Law School
- University of Bristol, BSc, (Philosophy and Politics)
Professional admissions & qualifications
Professional admissions & qualifications
- England and Wales
Professional affiliations
Professional affiliations
- Member of the Association of Pension Lawyers
- Member of the Pensions and Lifetime Savings Association (PLSA)
- Committee Member, Standards Committee, PLSA
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