Pension funds and investments Solicitors

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

Matt Andrews

Senior Solicitor

Thomas Boyle

Senior Solicitor

Daniel Boynton

Senior Associate

Leonore Dupont

Director

Kirsty Headden

Partner

Andrew Holehouse

Consultant

Sarah Holmes

Associate

Richard Jones

Senior Associate

Louisa Knox

Partner and Head of Pensions

Cath Macrae

Senior Associate

Edwin Mustard

Partner

Ben Pilbrow

Partner

Alison Rochester

Partner

Tom Swan

Partner

Iain Wishart

Partner

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Related articles and insights: Investment Funds, Insurers and Pension Funds

5 May 2025

Back to buy-in basics: insuring benefits

Contributor: Daniel Boynton

Our second instalment in our back to buy-in basics series provides some top tips for trustees when deciding the benefits to insure in a buy-in transaction. 

10 March 2025

Bank of England launches liquidity scheme for pension schemes

Contributors:
Peter Alderdice, Edwin Mustard

On 28 January, The Bank of England launched their liquidity scheme for pension funds with a view to support and stabilise funds and gilt prices in case of financial crisis. 

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.

7 November 2024

Expectation vs reality: The Autumn Budget’s impact on pensions

Contributor: Thomas Boyle

In the run up to the Autumn Budget, changes to pensions were a focus of speculation for many. This article considers pre-budget predictions and, now that the budget has been announced, summarises the actual changes included. 

3 July 2024

A quick guide to recovering pension overpayments

Contributor: Kirsty Headden

Pension overpayments can be a difficult and sensitive issue to handle. Our quick guide highlights the key steps you must take when dealing with the recovery of overpayments.

3 July 2024

Transferring to DC Master Trusts: What trustees and employers need to know

Contributor: Sarah Holmes

With DC Master Trusts on the rise, our pensions team outline what a Master Trust is, and what employers and trustees need to consider before transferring. 

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