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Pension Trusts cover the drafting, registration and ongoing governance of occupational and personal pension schemes set up as trust arrangements. A solicitor in this area advises trustees on trust deeds and scheme rules, writes powers and duties, and handles administration issues such as vesting, wind-ups, and scheme mergers. They coordinate with employers, scheme administrators, actuaries and investment managers, ensuring regulator compliance and protection for scheme members.

What a solicitor handles in these matters

They deal with trust provisions, scheme rules, wind-up or restructuring, regulatory reporting to The Pensions Regulator, and interactions with actuaries, auditors and investment managers to meet funding and governance requirements.

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