95%+
Value for money
95%+
Success rate
95%+
Would recommend
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Investment Performance covers how a pension scheme’s assets are invested, monitored and reported, and the processes that safeguard members’ interests. A solicitor in this area works on drafting and negotiating investment management agreements, reviewing fund performance disclosures, and advising on governance around the scheme’s investment strategy and policy. They handle issues arising from underperformance, disputes with investment managers or advisers, and relevant regulatory requirements under pensions law and the Financial Conduct Authority framework, including interaction with the Pensions Regulator and scheme trustees.
The solicitor handles the provisions, structures and procedures governing investment decisions, the interaction between scheme rules and investment policy, and the risk/return framework. They manage disputes over performance, fees, and delegation, and coordinate regulatory reporting, governance reviews, and potential remedial actions when investment decisions expose the scheme or its members to loss or mismanagement.
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95%+
Value for money
95%+
Success rate
95%+
Would recommend