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.
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