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We are experts in all areas of Defined Contribution pensions. From master trusts to value for money assessments, we deliver pragmatic and commercial solutions for a range of DC clients.
The introduction of master trusts and collective DC (CDC) schemes proves that the DC landscape will continue to evolve at a rapid pace, which can be a challenging backdrop for trustees and scheme sponsors to navigate.
Our pensions lawyers have extensive experience in providing advice in relation to DC scheme transfers to many of the leading market providers of master trusts and a wide range of legal issues relating to pure DC and hybrid pension schemes.
These include wind-up projects with some involving a GMP or DB underpin, advising on complex benefit changes and intricacies surrounding surplus processes on wind-up.
Our team are perfectly placed to support clients with the ever increasing legal and regulatory requirements applying to DC schemes, including value for members assessment and Chair’s statement statutory requirements, pension taxation, dashboard compliance for trustees and advice on ESG and sustainable investment.
Providing advice to trustees and schemes on preparation for and legal duties in relation to compliance with pension dashboards requirements.
Providing advice to schemes and trustees on compliance with statutory duties in relation to sustainable investment, stewardship and ESG investment.
Advising on DC scheme mergers as well as bulk transfer of DC assets to master trusts.
Advising DC schemes on issues arising in relation to the application of the pensions taxation regime specific to their more flexible structure and on salary sacrifice arrangements.
Advising employers of hybrid schemes on how the costs of DC pension provision can be offset by using DB surplus to finance DC contributions and expenses.
Providing guidance on compliance with TPR’s General Code of Practice, Implementation Statements obligations, DC scheme returns, Chair’s statement requirements and guidance on value for members requirements.
Supporting employers with pension arrangements and other complex issues relating to auto-enrolment obligations and compliance.
Advising on wind-ups of DC schemes, considering complexities in benefit structures, including those with DB underpins (both GMP and non-GMP) and profit-funded schemes.
Key Contact
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Thought leadership
4 February 2025
Thought leadership
13 January 2025
