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Pension plan investment

Pension plans are investing in more complex ways than ever before. Without diligent and thorough legal advice delivered by lawyers who have extensive experience in the field, fiduciaries, trustees and plan sponsors could find themselves under scrutiny for failing to take appropriate legal advice, or even entering into investments on questionable terms. Our team can translate these complexities into advice that is meaningful and tailored to your needs.

Experienced pension plan investment lawyers

With extensive knowledge on the full range of investment products, we can advise you throughout the pension plan life cycle on any proposed investment. We can also advise providers on their products for pension plans, and sponsors on plan investments. Our role is to guide you through your chosen investment and the legal complexities of financial securities law and pension regulations that apply.

We have extensive experience advising on:

  • investment management agreements
  • pooled funds
  • investment linked life policies
  • liability-driven investment solutions
  • derivatives
  • structured products
  • buy-ins and buy-outs
  • stock lending and repos
  • custody arrangements
  • Employee Retirement Income Security Act (ERISA) issues
  • choice and integration of fiduciary managers
  • employer stock investments
  • selection of default funds

An experienced pension plan investment team

Our team is at the forefront of innovation in this area, having worked closely with government and providers to develop new products for use by pension plans. With substantial experience advising on pension investments, the Eversheds Sutherland team can deliver advice to you quickly and cost-effectively. We are passionate about building relationships with you, becoming part of your team and continually delivering practical solutions to the issues you face.

You can expect advice that is consistently:

  • of the highest quality
  • tailored to your needs
  • commercial and pragmatic
  • focused on the key legal risks you face
  • oriented to the implementation of your investment strategy

Contact our pension plan investment team

If you would like any further information or need advice on pension plan investment, please contact our legal team.

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