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.