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This area covers the duties and governance of trustees who run defined benefit and defined contribution pension schemes in England. A solicitor in this field advises on scheme deeds and rules, fiduciary duties, member communications, investment governance, and dealings with regulators such as The Pensions Regulator. They draft and review trust documents, prepare reports and disclosures, and handle issues arising from scheme wind‑ups, mergers, or disputes with sponsoring employers.
What a solicitor handles in these matters
Trustees must understand complex statutory duties, scheme documentation, investment and governance frameworks, and regulatory compliance. A solicitor provides guidance on compliance with the Pension Schemes Act, schemes-specific powers and discretions, and steps to address breaches or member complaints, including dealings with the Pensions Regulator and, where relevant, the Pensions Ombudsman. They help structure communications and investigations to protect the scheme and its members.
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