Stephen advises trustees and employers of occupational pension schemes all aspects of pensions law as well as on their duties and responsibilities. His experience in this area includes advising on the interpretation of scheme documentation and overriding legislation. He also advises businesses on the pensions aspects arising from corporate transactions and restructurings.
Stephen manages a number of occupational pension schemes to which Gateley’s independent trustee company acts as the corporate trustee. Stephen is a full member of the Association of Pension Lawyers.
- Advising the trustees of a large trade union’s pension scheme on a full consolidation of the scheme’s governing documentation.
- Managing several schemes through the transition process into the Pension Protection Fund.
- Advising the shareholders of a business on the wind up of their defined benefit pension scheme simultaneously with the sale of the business.