With substantial and specialized expertise, Spencer West offers comprehensive guidance on various pension-related aspects across a wide spectrum of corporate transactions, catering to both listed and unlisted companies. 

Our extensive track record includes representing a diverse clientele, including trustees, fiduciaries, employers, and plan administrators. We provide a range of services, from advisory consultations to claims assistance. Our advice extends to employers and trustees overseeing trust-based pension schemes, covering both defined benefit and contribution schemes. Our proficiency includes advising on scheme mergers, reorganizations, closures, and all facets of corporate governance concerning pension schemes. 

Our diverse portfolio encompasses a wide array of clients, spanning employers, not-for-profit organisations, educational institutions, and public sector entities such as NHS trusts. 

What we advise on
  • reviewing and updating the pensions aspects of sale and acquisition agreements, assisting with pensions due diligence; providing a full range of pensions law advice and pension re-structuring pre- or post- any acquisition or disposal
  • scheme documentation, data protection for pension schemes, scheme governance and compliance, investment agreements, liability management, negotiations between employers and trustees
  • scheme restructuring, pension benefit redesign, bulk transfers, scheme mergers
  • dispute resolution, member queries and disputes
  • Pensions Regulator issues
Who we work with
  • multi-nationals
  • charities
  • public/third sector organisations
  • schools and academies
  • Insolvency Practitioners and distressed companies
  • other pension professionals
  • owners and founders
  • trustees (individuals and professional)
Specialist Expertise

Embracing a holistic approach, we assist clients across various industries and sectors, offering comprehensive and innovative solutions through collaborative efforts among experts. Whether engaged in a corporate transaction or seeking guidance on pension scheme documentation, data protection, governance, compliance matters, or scheme mergers, our lawyers provide pragmatic advice that is commercially focused and exhaustive. 

Our collaborative efforts often extend to working closely with colleagues in the corporate team and the trusts team, allowing us to offer specialised guidance in both advisory and claims-related aspects. Additionally, our strong ties with the employment team ensure a seamless referral system, providing clients with a multidisciplinary approach to their pension and incentive needs. 

Meet our team

Simeon Spencer
Senior Partner – Co-Founder