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  2. Assurance et réassurance
  3. Responsabilité professionnelle

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.

Voir tous les aperçus liés aux actuaires et aux consultants en avantages sociaux

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

  • Acting for a wealth management firm

    Acting for a wealth management firm in respect of multiple customer complaints concerning advice given to invest in an unregulated collective investment scheme (a fund of hedge funds). We advised on communications with customers and the FOS and have assisted with the design and implementation of a scheme (for approval by the FCA) to compensate all customers who fit within certain defined parameters

    Royaume-Uni

    Acting for IFAs

    Acting for IFAs in claims by clients and the FSCS arising out of the collapse of Keydata Investors who have lost all of their funds

    Royaume-Uni

    Acting in relation to a series of unregulated investments

    Acting for an IFA on a claim brought by a household name against his former financial adviser in relation to a series of unregulated investments made across the world

    Royaume-Uni

    Acting in relation to civil and regulatory exposures

    Acting for a wealth management firm in relation to civil and regulatory exposures arising from pension switching advice in which customers were advised to switch from occupational to personal pensions

    Royaume-Uni

    Acting on a series of frauds committed

    Acting for a well known national IFA network in relation to a series of frauds committed by an adviser

    Royaume-Uni

    Defending claims in respect of mortgage products

    Defending claims in respect of mortgage products and a number of cases in respect of alleged negligent mis-selling of home and equity release schemes

    Royaume-Uni

    Negligent advice in relation to high risk investments

    Acting for insurers of a firm of IFAs, in a claim alleging negligent advice in relation to high risk investments following the sale of shares. The case raises novel issues about the duties of care owed to investors who do not wish to invest in traditional types of investment such as equities and bonds

    Royaume-Uni

    Tax and M&A advice when acquiring a British publishing business

    Acting for a global law firm in a multi-party claim following tax and M&A advice provided in the course of the acquisition of a UK publishing business.

    Royaume-Uni

  • Acting for a wealth management firm

    Acting for a wealth management firm in respect of multiple customer complaints concerning advice given to invest in an unregulated collective investment scheme (a fund of hedge funds). We advised on communications with customers and the FOS and have assisted with the design and implementation of a scheme (for approval by the FCA) to compensate all customers who fit within certain defined parameters

    Royaume-Uni

    Acting for IFAs

    Acting for IFAs in claims by clients and the FSCS arising out of the collapse of Keydata Investors who have lost all of their funds

    Royaume-Uni

    Acting in relation to a series of unregulated investments

    Acting for an IFA on a claim brought by a household name against his former financial adviser in relation to a series of unregulated investments made across the world

    Royaume-Uni

    Acting in relation to civil and regulatory exposures

    Acting for a wealth management firm in relation to civil and regulatory exposures arising from pension switching advice in which customers were advised to switch from occupational to personal pensions

    Royaume-Uni

    Acting on a series of frauds committed

    Acting for a well known national IFA network in relation to a series of frauds committed by an adviser

    Royaume-Uni

    Defending claims in respect of mortgage products

    Defending claims in respect of mortgage products and a number of cases in respect of alleged negligent mis-selling of home and equity release schemes

    Royaume-Uni

    Negligent advice in relation to high risk investments

    Acting for insurers of a firm of IFAs, in a claim alleging negligent advice in relation to high risk investments following the sale of shares. The case raises novel issues about the duties of care owed to investors who do not wish to invest in traditional types of investment such as equities and bonds

    Royaume-Uni

    Tax and M&A advice when acquiring a British publishing business

    Acting for a global law firm in a multi-party claim following tax and M&A advice provided in the course of the acquisition of a UK publishing business.

    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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