Top 10 Investment Duties Solicitors in the UK

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10 questions answered 15 questions asked
71 firms matched Narrowed down from 305
Top Match: Poole Alcock 4.8 5,506 reviews

This area covers the duties pension scheme trustees owe when investing scheme assets, including how funds should be prudently and diversely invested, how decision-making is structured, and how investments are monitored and reviewed. A solicitor practising in this field helps trustees set and maintain an investment strategy, draft and amend investment policies, and ensure investments comply with regulatory requirements. They advise on selecting and negotiating with investment managers, overseeing governance processes, and addressing risk, governance, and member interests throughout the life of the scheme.

What a solicitor handles in these matters

The solicitor handles the technical provisions that govern how pension funds may be invested, including the prudent investor rule, diversification, asset allocation, and the interplay with scheme rules and regulatory expectations. They work with trustees to draft and update the investment policy and statements, review investment mandates, negotiate with managers, and address complex issues such as liquidity, collision with liabilities, ESG considerations, and cross-border investments. They also navigate interactions with actuaries, custodians, and the Pensions Regulator to ensure compliance and robust governance.

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