Top 4 of 4 law firms for Investment Performance, Pensions Law | Taunton, Somerset
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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.
