What we do

Our principal activities for our trustee or employer clients include:

  • Advising trustees on the exercise of their duties, powers, and responsibilities
  • Advising trustees and employers on compliance with relevant legislation
  • Legal aspects of employer/trustee relationship – including Pensions Regulator liaison
  • Drafting formal pension scheme documentation and advising on interpretation
  • Preparing member communication material
  • Restructuring/mergers/ acquisitions/compromise agreements

Our principal activities for our professional clients include:

  • Providing corporate support
  • Advising commercial clients on pensions matters
  • Assisting employment departments in contentious and non-contentious matters involving pensions issues
  • Drafting formal pension scheme documentation and advising on interpretation
  • Preparing member communication material
  • Restructuring/mergers/ acquisitions/compromise agreements

How we operate

We do not employ any other professional staff.  We can make decisions and take action appropriately without the bureaucracy that can inhibit larger organisations, to ensure we always apply the highest duty of care.

We operate either as the pensions department, or as an additional resource for the pensions personnel, of all types of professional firms in the pensions sector.

Projects are assessed at take-on after an examination of the current documentation when the scope of the exercise is agreed with the client and a target date set.  The work is project managed through weekly and monthly timetables, which are regularly reviewed, and is always subject to peer review.

Professional organisations

We are members of a number of professional organisations.  As a solicitor, Bridget Old is an associate member of the Association of Pension Lawyers.  We are both Fellows of the Pensions Management Institute and members of the Association of Professional Pension Trustees to whose published code of conduct we adhere.

Claremont Pension Trustees Limited

We operate a professional independent trustee company that can act for all types of pension scheme in all sizes of organisation.