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Chris Rhodes

Legal Executive
Chartered Legal Executive

Chris supports the senior members of the team and advises on a broad range of pensions matters in the private and public sectors.

Chris advises on a broad range of DB and DC pensions matters for trustees, employers, insurers, and public authorities and is an associate member of the APL. He has some experience of pensions investments and insurance issues. He has assisted with investments in securities (UCITS), trustees’ investment duties, ESG issues (climate change targets), compliance with CMA Order, CIFs, custody services agreements and investment management agreements.

He was seconded to Aviva’s in-house legal team, dealing with the Aviva Master Trust, personal and group pension plans and SIPPS.  He advised on flexi-access drawdown, changes to normal minimum pension age, pensions tax, transfers to the MT, rationalization of legal entities, FCA regulation, account management charges and divorce issues. He also provided training on TPR’s single code and master trusts. 

Chris has experience of international corporate due diligence of DB and DC schemes, including reviewing equalization of benefits, closure to future accrual, balance of powers issues, calls with TPR due to PPF risk, negotiating with corporate buyer and compliance with auto-enrolment regulations and reviewing life assurance benefits. He has also assisted with the transfer of corporate trustee subsidiary entity on sale of sponsoring employer.

Chris assists with projects including transfers between master trusts, obtaining security over company shares in foreign jurisdictions and company’s pensions covenant with trustees, rules consolidation, benefits specification (and data protection issues). He has advised on pensions tax (e.g., IFAs, LRF/FP), employer debts on exiting (drafted FAAs), GMP equalization and conversion by resolution and PIE by deed, appointment of trustees/MNT issues, and death/dependant benefits. 

Chris is an associate member of the Association of Pensions Lawyers.

  • Fellow, CILEX and Chartered Legal Executive Lawyer
  • Graduate Diploma in Legal Practice
Chris Rhodes

Legal Executive

Chartered Legal Executive

Chris Rhodes

Legal Executive

Chartered Legal Executive

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