Actuaires et consultants en avantages sociaux

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

Les plaintes contre les actuaires et les consultants en avantages sociaux peuvent donner lieu à des enjeux complexes, lorsque des problèmes sont restés inaperçus pendant des années.

Notre équipe professionnelle travaille en étroite collaboration avec les équipes spécialisées en régime de retraite afin de prodiguer des conseils conjoints [couverture et réclamations]. Nous sommes en mesure de combiner excellence technique et connaissance approfondie du domaine.

Notre expérience des réclamations pour négligence professionnelle liées aux régimes de retraite comprend des enjeux tels que:

  • L’arrêt Barber

  • La conversion des régimes à prestations déterminées en régimes à cotisations déterminées

  • Les violations de la protection des données

  • Un tableau incomplet de contributions  

  • La taxe prélevée basée sur le risque de la Caisse de protection des régimes de retraite

  • L’application de la législation sur la conservation

  • La rectification des actes de fiducie et des règles

Notre travail comme actuaires et consultants en avantages sociaux

  • Tout
  • Royaume-Uni et 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

  • $65,000,000 revolving credit facility

    Acting for the borrower (the investment vehicle of an ultra-high net worth individual) in connection with a $65,000,000 revolving credit facility to fund capital calls. 

    Royaume-Uni

    £45,000,000 letter of credit facility

    Acting for the lender on a £45,000,000 letter of credit facility made available to provide Funds at Lloyd's to support a corporate member in run-off.

    Royaume-Uni

    £55,000,000 letter of credit facility

    Acting for the borrower (the UK subsidiary of a global US insurance company) in relation to a GBP 55,000,000 letter of credit facility for the purposes of enabling its underwriting arm to provide Funds at Lloyd’s 

    Royaume-Uni

    Amendment and extension of its original £106,000,000 letter of credit facility

    Acting for the borrower (a Bermudan reinsurance company) in relation to the amendment and extension of its original £106,000,000 letter of credit facility for the purpose of enabling its underwriting arm to provide Funds at Lloyd’s

    Royaume-Uni

    Refinancing of an existing £60,000,000 term loan facility

    Acting for the lender (a prominent UK insurance company) in relation to the refinancing of an existing £60,000,000 term loan facility and the residual intercreditor and security arrangements following the refinancing

    Royaume-Uni

    US$1,100,000 term loan facility financing

    Acting for the arrangers on a US$1,100,000,000 term loan facility financing a consortium bidding for the acquisition of Transatlantic Re 

    Royaume-Uni

    US$106,500,000 term loan facility financing

    Acting for the arrangers and financiers on a US$106,500,000 term loan facility financing the acquisition of an insurance company by the Enstar Group

    Royaume-Uni

    US$158,000,000 letter of credit facility

    Acting for the lender on a US$158,000,000 letter of credit facility made available to support the obligations of a prominent UK insurance company under a whole account quota share reinsurance agreement

    Royaume-Uni

    US$180,000,000 letter of credit facility

    Acting for the financiers on a US$180,000,000 letter of credit facility to provide Funds at Lloyd’s to support and stand account for reinsurance to close business undertaken through a managed Lloyd’s syndicate

    Royaume-Uni

    US$250,000,000 revolving credit facility

    Acting for the arrangers and financiers on a US$250,000,000 revolving credit facility for Enstar Group Limited

    Royaume-Uni

Notre équipe dédiée d’actuaires et de consultants en avantages sociaux

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

Associé

Dr. Henning Schaloske
Dr. Henning Schaloske

Partner

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