PMI Crest
PMI
8 October 2020

A talk focussing on the good and ‘not so good’ aspects we have seen in terms of the legal documentation and process when transferring a scheme to a DC Master Trust

The talk will cover aspects of the process and documentation negotiations that could be streamlined, discussing the real areas of risk on which MTs and Trustees ought to be focussed and the areas that could be simplified or considered lower risk.

Paul Lawrence will provide an insight into what Linklaters, in their experience, have seen work well on transfers to DC Master Trusts and those areas where both MTs and Trustees could benefit from some tweaks to process.

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Last update: 25 November 2020

Lesley Alexander
Lesley Alexander
PMI
Chair
Paul Lawrence
Paul Lawrence
Linklaters
Managing Associate (Pensions)

Senior Pensions Administrator

Salary: £40000 pa

Location: London (City), (currently home working with long-term remote working an option)

Pensions Covenant Consultant

Salary: £70000 pa

Location: Various office locations around the UK an option alongside home working

Pensions Covenant Senior Associate

Salary: £55000 pa

Location: Various locations across the UK alongside partial home working also an option