Investment Funds, Insurers and Pension Funds
This a dynamic sector, in which the legal and regulatory environment rarely stays still for long. Building on a foundation of commercial awareness, we draw on a wide variety of legal expertise to create an outstanding, Partner-led service.
For our investment, insurance and pension clients, we provide an integrated legal service that is tailored to their commercial needs.
We advise UK and overseas investment funds and insurance companies on a wide range of transactional and advisory matters. That advice is always clear, pragmatic, and focused on solutions. Our work includes the formation of corporate and partnership-based fund vehicles; their funding through equity sponsors and funds, and through increasingly sophisticated subscription, net asset value, co-investment and hybrid debt facilities; and the completion of the equity, debt and other investments made by those funds. We also advise the funds and their managers on management, systems, data, intellectual property, contractual, employment and other aspects of the operation of their businesses.
Our market-leading team of specialist pension lawyers advises clients across the UK on all aspects of pensions law and regulation. Over time we have developed many strong relationships around the sector. We advise on all matters affecting schemes and sponsors, from scheme funding and corporate activity to member disputes and securing benefits. Our clients include trustees and employers of defined benefit and defined contribution pension schemes.
The team frequently makes use of the extensive resources available around the wider firm. It works particularly closely with our employment, tax and trusts specialists, and can also call on experts in data protection, dispute resolution, funds and investments, commercial contracts, and other areas.
Whatever the particular challenge at hand or expertise needed to overcome it, we offer clear and pragmatic advice, and above all we try to offer solutions.
Our expertise includes advising on:
- Investment and ESG
- Group life assurance schemes
- Corporate activity
- Data protection and cyber security
- Member disputes
- Advising insurers on establishment of pension schemes
- Advice on new insurance products
- Pensions litigation
- Scheme restructuring, mergers and consolidation
- Public sector pensions
- Defined benefit pensions
- Defined contribution pensions
Related articles and insights: Investment Funds, Insurers and Pension Funds
7 November 2024
Back to buy-in basics
Contributor: Richard Jones
The defined benefit pensions landscape has seen a fundamental shift from deficits to surpluses, leading to record numbers of schemes buying in their liabilities with an insurer. Richard Jones answers all your burning buy-in questions.
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