Top 4 of 4 law firms for Investment Decisions, Pensions Law | Taunton, Somerset
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This work covers how pension scheme trustees or managers decide how to invest scheme assets, appoint investment managers, and monitor performance while balancing security, growth and liquidity. A solicitor drafts and reviews the scheme’s investment policies, mandates and governance documents, helps with due diligence on managers and funds, and advises on regulatory compliance with the Pensions Regulator, tax considerations, and reporting to sponsoring employers and members. It also supports trustees in meetings and in resolving disputes with providers or counterparties.
