Chambers Review

Provided by Chambers
Pensions - Scotland
3
Band 3
What the Team is Known For

Morton Fraser MacRoberts has deep expertise in matters pertaining to public sector pension provisions. It has an excellent track record for advising trustees and employers on a diverse array of topics, such as gender equalisation, investment structures, wind-up and M&A transactions. The team works with domestic and international clients, and sector expertise covers construction, financial services and healthcare. In November 2023, Morton Fraser and MacRoberts merged; the combined firm is called Morton Fraser MacRoberts.

Work Highlights

Provided by Morton Fraser MacRoberts
  • Morton Fraser MacRoberts advised the Trustees of the Barclay and Mathieson Limited Retirement and Death Benefits Scheme in connection with a £13 million buy-in with Aviva.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers
James K Keith
2
James K Keith
2
Band 2

James Keith is particularly active in scheme funding and investments as well as scheme closures and liability matters. He also advises on sex and age discrimination issues.

"James is a superb pensions lawyer and my go-to contact for projects large and small."

"James is good at problem solving and providing proper solutions."

"James is an excellent, rounded pensions lawyer who is both extremely knowledgeable and pragmatic."

"James took great pride in his work, seeking out pragmatic solutions whenever we came across a complex matter."

"James is very commercial. He is a person you put in to bat for you."

Martyn Shaw
3
Martyn Shaw
3
Band 3

Martyn Shaw advises clients on defined benefit and defined contributed schemes. He has particular strength in scheme funding matters, GMP equalisation and assisting with the pensions aspects of employee transfers.

"Martyn is a vastly experienced and technically sound pensions lawyer. He provides excellent, value-for-money advice."

Ranked Lawyers at
Morton Fraser MacRoberts

Provided by Chambers
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Band

Scotland

Pensions

James K Keith
2
James K Keith
2
Band 2
Martyn Shaw
3
Martyn Shaw
3
Band 3