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Sackers

Our Expertise
- Automatic enrolment
  Our team of lawyers can help you make sure that you get auto enrolment right
- Corporate Transactions
  Identifying commercial points of corporate transactions key to success
- Defined Contribution
  Practical and specialist help drawing from firm-wide experience of DC
- Dispute Resolution
  When disputes arise, we put the needs and objectives of our clients first
- International
  Sackers' advise on all aspects of international pensions law
- Investment
  Cutting edge advice in relation pension scheme investments
- Public Sector
  Wide experience of public sector schemes and outsourcing arrangements
- Regulatory
  Dealings with TPR and the PPF are common in this highly regulated industry
- Scheme Governance
  Bringing together experience to help improve governance frameworks
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  Highlighting the current state of play on a particular topic
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  In-depth analysis of developments over the last quarter
- 7 days
  Offering a weekly round-up of technical developments
- 90 days
  Summary of pensions developments over the last quarter
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  Responses to public consultations affecting pensions law
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  Addressing issues of current interest and relevance
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  Home to a selection of topical, pensions-related content

Investment

Our investment unit provides cutting edge advice in relation to legal and governance aspects of pension scheme investments.

Trustees and sponsor companies are looking for trusted independent legal advisers to work alongside them as they seek to implement sophisticated and novel solutions to manage their pension schemes’ liabilities. Our specialist team has unrivalled experience working with many of the largest schemes in the country in relation to LDI, alternative investments, buy-ins with novel characteristics such as the use of collateral and contingent assets.

How we can help

We can provide assistance on all legal aspects of a pension schemes’ investments, including:

Negotiating all investment related documentation, such as investment management agreements and custody agreements.
Advising trustees on any statutory compliance issues and assistance with the preparation and drafting of any related documentation such as statement of investment principles and statement of funding principles.
Working alongside the schemes’ investment consultants where Schemes have adopted implemented consulting.
Advising trustees and sponsors in relation to LDI implementation – including negotiating ISDAs.
Reviewing alternative investment funds - such as private equity, hedge, infrastructure, money market and property funds.
Advising local government pension schemes on all aspects of their investments and ensuring that they comply with the relevant regulations.

Recent Experience

Advice on buy-ins, including a benchmark case for the trustees of Friends Provident Pension Scheme entered into an annuity buy-in to de-risk their pensioner liabilities.
Advice to the trustees of the Thorn Pension Fund on a £1.1 billion buy-out to purchase a bulk annuity contract from Pensions Insurance Corporation.
Advice to the Trustees of the CDC Group Pension Scheme on a transaction that will see Rothesay Life insure benefits for all scheme members under a c.£375m buy-in arrangement. Assets will remain in the scheme in as collateral, a rarity for pension scheme buy-in agreements.

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