Expertise

Michael has over 20 years’ expertise in advising companies, trustees and individuals on all legal aspects of employer-sponsored occupational and personal pension schemes. Michael has particular market expertise in advising charities and not for profit entities and in public sector outsourcing.  The scope of his advice includes charity law consequences for pension scheme liabilities, amending and winding up schemes, scheme interpretation issues, scheme mergers, sales and acquisition issues, buy-ins and buy-outs, surplus and deficit issues, complaints to the Pensions Ombudsman and scheme funding discussions.  He also advises private individuals in respect to transfers, fixed protection issues and overpayment issues.  He regularly contributes to industry publications and has previously spoken at a number of conferences on pensions matters. Michael features in Legal 500 and Chambers & Partners.

Michael Advises

  • Corporate acquisitions, disposals and re-organisation
  • Providing advice to Pension Scheme Trustees
  • Merger of pension arrangements, including into master trust
  • Salary Sacrifice
  • Management of closure of final salary or defined benefit pension schemes to future accrual for employers
  • Strategic reviews of employer benefit provision
  • Advice to individuals regarding enhanced protection issues
  • Advice to contractors in relation to outsourcing and participation in the Local Government Pension Scheme
  • Liability management exercises

Experience Highlights

  • Persuading HMRC to re-instate enhanced protection status for an individual with unintended pension accrual
  • Assisting a corporate with the £600m buy-out of its pension liabilities.
  • Advising trustees regarding the incorrect equalisation of normal retirement dates.
  • Advising a charity regarding charging its property to its pension scheme in exchange for lower contribution rates.
  • Advice to a charity exiting the Local Government Pension Scheme and entering into a deferred debt agreement.

Career History

Previous Law Firms

  • Norton Rose Fullbright
  • Baker McKenzie
  • Charles Russell Speechlys

Memberships 

  • Association of Pension Lawyers
  • Charity Law Association 

Education

  • Royal Holloway College, University of London BA (Hons)
  • University of Law
  • Admitted as a Solicitor May 2000

Expertise

Back to top

Michael has over 20 years’ expertise in advising companies, trustees and individuals on all legal aspects of employer-sponsored occupational and personal pension schemes. Michael has particular market expertise in advising charities and not for profit entities and in public sector outsourcing.  The scope of his advice includes charity law consequences for pension scheme liabilities, amending and winding up schemes, scheme interpretation issues, scheme mergers, sales and acquisition issues, buy-ins and buy-outs, surplus and deficit issues, complaints to the Pensions Ombudsman and scheme funding discussions.  He also advises private individuals in respect to transfers, fixed protection issues and overpayment issues.  He regularly contributes to industry publications and has previously spoken at a number of conferences on pensions matters. Michael features in Legal 500 and Chambers & Partners.

Michael Advises

Back to top

  • Corporate acquisitions, disposals and re-organisation
  • Providing advice to Pension Scheme Trustees
  • Merger of pension arrangements, including into master trust
  • Salary Sacrifice
  • Management of closure of final salary or defined benefit pension schemes to future accrual for employers
  • Strategic reviews of employer benefit provision
  • Advice to individuals regarding enhanced protection issues
  • Advice to contractors in relation to outsourcing and participation in the Local Government Pension Scheme
  • Liability management exercises

Experience Highlights

Back to top

  • Persuading HMRC to re-instate enhanced protection status for an individual with unintended pension accrual
  • Assisting a corporate with the £600m buy-out of its pension liabilities.
  • Advising trustees regarding the incorrect equalisation of normal retirement dates.
  • Advising a charity regarding charging its property to its pension scheme in exchange for lower contribution rates.
  • Advice to a charity exiting the Local Government Pension Scheme and entering into a deferred debt agreement.

Career History

Back to top

Previous Law Firms

  • Norton Rose Fullbright
  • Baker McKenzie
  • Charles Russell Speechlys

Memberships 

  • Association of Pension Lawyers
  • Charity Law Association 

Education

  • Royal Holloway College, University of London BA (Hons)
  • University of Law
  • Admitted as a Solicitor May 2000

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