Joe is a Legal Director in the pensions team and provides advice to both employers and trustees in relation to all aspects of pensions law and practice, including establishing, operating, amending and winding up pension schemes.
He has extensive experience of drafting scheme trust deeds and rules and other governing documents, including the drafting, certification and recertification of Pension Protection Fund compliant contingent assets. He also advises clients on the pensions aspects of corporate acquisitions and disposals, as well as insolvencies, restructuring and pensions disputes.
Additionally, Joe provides advice to trustees and the Pension Protection Fund in order to progress pension schemes through the qualification process for assistance from the Financial Assistance Scheme or Pension Protection Fund assessment period.
Joe has also advised charity / not for profit sector employers on their successful withdrawal from non-associated multi-employer schemes (NAMES), including project managing clients through the employer debt payment process, advising on the transfer of assets and liabilities from NAMES to another scheme and even the establishment of a new scheme to accept such a transfer.
Joe joined Osborne Clarke in February 2011, having qualified as a pensions solicitor in April 2009. Joe is a full member of the Association of Pension Lawyers.
Major Car Manufacturer
Advised in an action brought by a major car manufacturer arising from a mistake in its pension scheme rules heard in the High Court and Court of Appeal
Court of Appeal supports the Pension Protection Fund's approach for increasing payments to members following the Hampshire decision
The 2020 Valuation for the Growth Plan (GP) is currently under way; the results will help employers understand their participation...
Pensions and the Corporate Insolvency and Governance Act 2020: what trustees and employers need to know
New legislation ushers in the largest change in the UK’s corporate insolvency regime in over 20 years and raises questions...
What steps should be taken when making a new contribution deferral request? There are important takeaways to draw from the...
On 22 June 2020, the High Court handed down its much-anticipated judgment in Hughes and others v The Board of...