Daniel advises a broad range of pension scheme trustee and employer clients, providing practical and clear advice on all aspects of defined benefit and contribution pensions law and regulation.
He has particular expertise advising on scheme funding and investment, benefit and employer changes, group life schemes, and pensions data protection.
- Advising the trustees of a defined benefit scheme on the merger of their employer with a major overseas financial entity, including changes to sponsoring employer and liability apportionment.
- Advising the trustees of a number of schemes on de-risking and buy-out transactions.
- Advising the trustees of an open defined benefit scheme on the legal aspects of a number of complex investment transactions.
- Data protection advice and support on pensions data protection implications for a FTSE 250 UK financial entity.
- Advising the trustees of the pension scheme of a high-profile UK entity on various complex de-risking transactions and benefit audits.
- Complete re-write and update to the trust deed and rules for a large and open defined benefit scheme sponsored by a FTSE 100 UK employer.
- Advising the trustees of an open defined benefit scheme sponsored by a FTSE 100 UK employer on corporate re-organisation and related financial support to the scheme.
- Advising trustees on the merger of two ‘sister’ defined benefit schemes sponsored by the same employer group.
