Pensions
UK Guide 2025 : North East & Yorkshire
Band 3
Email address
[email protected]Contact number
(0113) 283 2500About
Provided by Walker Morris LLP
Our Pensions Law Team supports clients by providing down-to-earth, consistent, high quality and solutions focused advice. We’re proud to be recognised as one of Yorkshire’s leading pensions law teams.
Client relationships are important to us, and we understand that every business is unique. That’s why we make it our priority to understand the dynamics of our clients’ business and needs. We’re really proud of the long-lasting relationships we’ve built and maintain with our clients and we’ll do everything we can to help them achieve their goals.
We’ve got experience advising on all aspects of pensions law. If a matter becomes litigious or involves a pensions-related dispute we’ll work together with our specialist pensions litigators to get the right result for you. Our clients’ diverse needs means that our specialist knowledge includes:
- Pensions Regulator interventions
- Scheme change and liability management exercises
- Pension scheme mergers and de-mergers
- Buy-in and buy-out transactions
- Legal reviews of investment management agreements
- Schemes for privatised industries including water, electricity, coal and rail
- Beckmann issues on TUPE transfers
- Pensions aspects of corporate transactions and restructurings, including across multiple jurisdictions
- Schemes with international reach
Chambers Review
Walker Morris advises on scheme amendments, buy-ins and buyouts, transfers and corporate transactions. The team acts for a range of clients, possessing particular expertise in matters impacting schemes in the privatised utilities, public and charities sectors. It supports notable US firms in handling UK-related pension issues.
Work Highlights
- Walker Morris advised the Trustees of the Ashland UK Pension Scheme on phase two of a GMP equalisation and conversion exercise for deferred members and some pensioner members.
Strengths
Provided by Chambers
"Walker Morris really excels in this type of complex work."
"The lawyers are very prompt and attentive. They communicate very well."
"The team are responsive on complex matters. They look at a sufficient level of detail and give a clear steer."
"Walker Morris really excels in this type of complex work."
"The lawyers are very prompt and attentive. They communicate very well."
"The team are responsive on complex matters. They look at a sufficient level of detail and give a clear steer."
Notable Practitioners
Elizabeth Graham is joint head of pensions at Walker Morris. She advises on various pensions matters such as scheme investments, buyouts and wind-ups of schemes, while also providing support on transfers into master trusts and GMP equalisation.
"Elizabeth is very personal and easy to talk to. She is also pragmatic."
"Elizabeth is very attentive and a good listener. She applies what she hears to properly influence how she presents advice that she gives."
"Liz is superbly professional."
Ruth Bamforth advises trustees and employers on the pensions aspects of corporate transactions, scheme buy-ins and transfers to master trusts.
"We always receive sensible and pragmatic advice from Ruth."
"Ruth has excellent levels of service, responsiveness, attention to detail and awareness of the wider context and client situation."
"Ruth is very good at making herself available, responding quickly and being there when you need her."
Sarah Greenwell handles a broad range of pensions matters for trustees and corporate employers, including GMP equalisation and scheme transfers to master trusts.
"Sarah gets us things in a timely manner and she is easy to work with."
"Sarah provides excellent support."