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Pensions financial services

Helping you understand the risk of your investment

Pension schemes are investing in more complex ways than ever before. Without proper legal advice delivered by lawyers who are experts in the field, trustees could find themselves under scrutiny for failing to take proper legal advice, or even entering into investments on questionable terms for the members of the scheme.

The Pensions Financial Services team provides specialist advisors who translate the complexities into advice that is meaningful and tailored to your needs.

Our role and experience

With extensive knowledge on the full range of investment products, we are ideally placed to advise pension schemes throughout their lifecycle on any proposed investment our role is to guide you through your chosen investment and the legal maze of Financial Services and pension regulations that apply. Investments include:

  • investment management agreements
  • pooled funds of any kind
  • investment linked life policies
  • LDI solutions
  • derivatives
  • structured products
  • buy-ins and buy-outs
  • stock lending and repos
  • custody arrangements

What you can expect from us

Our Financial Services team is recognised as a leading team in the market advising produced providers. The team is at the forefront of innovation having worked closely with the treasury and HMRC to develop new products for use by pension schemes.

With a depth of experience in advising on pension schemes investments, the Pensions Financial Services team are able to deliver advice not only quicker, but also more cost effectively in comparison to our competitors.

We are passionate about building relationships with you as a trusted advisor, someone who is 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
  • focussed on the key legal risks you face
  • facilitates the implementation of your investment strategy

What others say:

“Eversheds provides us with an extremely high quality service and well-judged and commercial advice. They are passionate and committed and we enjoy working with them” Legal and General

“Eversheds is more commercially savvy than other law firm, which is important…are also more approachable and easier to contact, and overall they offered a far slicker and professional service” Rogge Global Partners

Practical help now


View the pensions financial services team pdf on helping you understand the risks of your investment

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