Investment products are becoming increasingly complicated. Trustees and sponsors face a growing number of considerations when setting investment strategies, and it can be a confusing course to navigate.
A successful investment strategy requires ensuring a sound legal basis for the investment or third party appointment. It is equally important that the scheme’s legal rights are understood and, where necessary, contracts are effectively negotiated.
ARC Pensions Law can help trustees understand the legal structure and associated risks of their scheme investments, working constructively with advisers to provide clear advice that avoids duplication.
We also have experience in acting for sponsors and asset managers, helping to disentangle legal complexities in accordance with their own priorities.
Our expert team can help with:
We also help DC schemes address the specific challenges that arise from statutory and regulatory intervention. Our experience in this area includes: