13May

Local Government Pension Scheme Update

LGPS 2019 Changes, Recent Cases and Dealing with Complaints

Level: Introductory/Intermediate

13 May 2019, 9.30am registration (9.45am start) – 1.00pm (followed by lunch) Freeths, Nottingham (with Video Conferencing Equipment to Freeths’ offices in Birmingham, Leicester, Leeds, London and Sheffield)

Presented by Freeths

Course overview

Overview of recent case law, developments on forthcoming legislative changes and managing complaints.

Suitable audience:

LGPS Employers/ LGPS Administrative Authority workers

Duration: Half a day (3 training hours) including lunch

Interactive elements

Changes/cases – quiz

Complaints – case studies

Duration: Half a day (3 training hours) including lunch

Competencies

This course will cover:

A Ethics professionalism and judgement

B Technical legal practice

C Working with other people

C1 Communicate clearly and effectively

Presenter profiles:

Nigel Bolton, Partner, has 19 years’ experience of advising not just as a pensions lawyer and member of the Association of Pensions Lawyers, but also specifically in relation to the Local Government Pension Scheme. He has extensive experience of advising on outsourcing with a particular focus on risk sharing structures, including pass through. Aside from dealing with the usual documentation aspects around outsourcing, he also has experience of assisting employers with implementation of discretions policies, and advising local authorities in relation to bulk transfers and best value directions. Nigel has wide experience of dealing with admitted bodies including negotiating contribution structures (including around valuations), covenant issues, insolvency and bankruptcy issues, focused on finding commercial solutions to these problems. Nigel is well versed in day to day administration and benefit issues, including GDPR, shared service agreements and third party administration contracts, IDRP, Pensions Ombudsman’s complaints and recovery of overpayments. He has had a particular focus on dealing with ill health early retirement issues and errors in benefits calculations. He has also provided advice in relation to governance structures, including regulatory guidance around investments and in respect of infrastructure investments.

“He is a great person to work with, combining technical capability, commerciality, strong communication skills and great client service.” (Chambers UK)

Kim Jones, Director, started her career at Irwin Mitchell LLP and joined Freeths in 2017 and has more than 12 years’ pensions law experience. Kim specialises in advising trustees and employers in relation to all aspects of pensions law including advising on scheme mergers, scheme wind-ups on a solvent and insolvent basis (including dealing with the Pension Protection Fund), benefit design changes, including closure of schemes to future accrual and the pensions aspects of corporate transactions including refinancing, restructurings, sales and acquisitions. Kim regularly advises employers in the Local Government Pension Scheme in relation to the pension implications of outsourcing agreements, the application of TUPE and managing exit debts on cessation of participation. Kim has particular experience in dealing with member disputes via the internal dispute resolution procedure and the Pensions Ombudsman, including interpretation of the Local Government Pension Scheme regulations relating to ill-health and early retirement. Kim also has familiarity with auto enrolment and the practical pitfalls in its implementation and advises a range of clients on this specialist area.

Please note we offer the option to attend this course via video conference at another of our offices to make it accessible to as many EM Lawshare members as possible. We do our best to deliver the best experience we can with the technology we have, but inevitably it may not be as effective as attending the course in person. We always appreciate your feedback and make improvements if we can.

Please note, EM LawShare events are only open to existing members. Click here to learn more about becoming a member.

If you would like to send a list of registrants, please email Julie.Scheller@freeths.co.uk.