Actuaries & Benefit Consultants

Claims against actuaries and employee benefit consultants can give rise to complex issues, where problems have lain undiscovered for years.

Claims against actuaries and employee benefit consultants can give rise to complex issues, where problems have lain undiscovered for years.

Our professional lines team work closely with pensions teams work to provide joined up [coverage and claims] advice and we are able to combine technical excellence with deep-rooted knowledge of the pensions industry.

Our experience of pensions related professional negligence claims includes issues such as:

  • Barber equalisation
  • Converting defined benefit schemes to defined contribution
  • Data protection breaches
  • Incomplete schedule of contributions
  • Pension Protection Fund risk based levy
  • Application of preservation legislation
  • Rectification of trust deeds and rules

Our Actuaries & Benefit Consultants Work

  • All
  • UK & Europe
  • Coverage and monitoring following employer insolvency and PPF assessment

    Advising on coverage and monitoring in respect of notifications following employer insolvency and PPF assessment period commencing in relation to the Scheme

    Depreciation of fund value and subsequent losses

    Acting in a claim relating to alleged delay in winding up a company pension scheme and losses arising from the resulting fall in the fund value

    Equalising gender benefits following the "Barber" judgement

    Advising on failure to amend a scheme correctly to equalise benefits for men and women following the “Barber” judgment in 1991

    Incorrect "preservation" legislation in rules

    Advising on rules which incorrectly reflected the “preservation” legislation in the Pension Schemes Act 1993

    Incorrect drafting of rule consolidations

    Advising on incorrect drafting of rule consolidations

    Incorrect equalisation of retirement ages in accordance with Barber

    Acting for a national firm and its insurers in relation to a claim brought by trustees of a retirement benefits scheme after advisers failed to carry out correctly the equalisation of retirement ages in accordance with Barber which prevented the equalisation from being legally achieved on the date stated in the scheme documentation

    Knock-on effects of failure to properly amend scheme rules

    Advising on failure to properly amend the scheme rules correctly to reduce future benefits

    Loss of chance claims

    Acting on loss of chance claims

    Misapplication of funds claims against a trustee

    Successfully defending a trustee against a claim relating to misapplication of funds by a scheme member who had represented to the Insured that he was a company employee and therefore entitled to join a company pension scheme, when in fact he was not

    PTL policy claims

    Advising on claims under PTL policies for “exonerated loss” cover

  • Hillsborough stadium disaster

    Instructed to represent Operation Resolve at the inquests into the Hillsborough stadium disaster.

    United Kingdom

    Local authority duty of care

    Representing Chester-le-Street District Council and others, where we considered the extent of duty of care owed by local authority to public when an interactive inflatable art exhibit took off, killing and injuring visitors.

    United Kingdom

    Local Authority public liability advice

    Advising the London Borough of Hounslow in the X and Y v Hounslow LB - 2009 EWCA Civ 286 case involving a duty owed by social workers towards vulnerable adults.

    United Kingdom

    Malicious procurement of a warrant, unlawful arrest and false imprisonment

    Advising on a complex and high value claim, over GBP 1.3m, pursued by multiple claimants alleging malicious procurement of a warrant, misfeasance in public office, trespass, unlawful arrest and false imprisonment.

    United Kingdom

    Public liability claim during property demolition

    Successful defence of a house owner sued by contractors for GBP 1 million following an accident during the demolition and reconstruction of a property.

    United Kingdom

Our Actuaries & Benefit Consultants team

James Roberts
James Roberts

Partner

Tim Crockford
Tim Crockford

Partner

James Preece
James Preece

Partner

Jim Taylor
Jim Taylor

Partner

Andrew Forsyth
Andrew Forsyth

Of Counsel

David Méheut
David Méheut

Partner

Dr. Henning Schaloske
Dr. Henning Schaloske

Partner

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