Lead attorney advising and representing a major pension fund, in connection with:
various complaints made to the Pension Funds Adjudicator;
the preparation and approval of the Fund’s surplus apportionment scheme;
the application to the High Court to set aside the scheme;
the preparation and approval of a revised surplus apportionment scheme;
High Court litigation with service providers and the settlement of that litigation;
the implementation of the surplus apportionment scheme, including dealing with and advising on numerous issues relating to the claims of individuals;
preparing for the winding up of the Fund (including settling rule amendments, the appointment of the liquidator and issues arising in connection with the liquidation); and
recovery of amounts overpaid to former members as a result of errors in the original scheme, including High Court litigation with an overpaid member.
Fasken Martineau advised the major pension fund with a team led by Nigel Carman.