Pensions & Employee Benefits
T: +44 (0)20 7406 1625
Grace assists with advising trustee boards and employers of pension schemes, on areas including Scheme mergers, with a particular focus on the Debt Regulations, PPF eligibility and ensuring trustees have satisfied the funding test. She also assists on pension overpayment; IDRP and Pensions Ombudsman complaints; Auto-enrolment and postponement notices; apportioning scheme liabilities; and trustee breaches of fiduciary duties.
Grace also advises on sex equalisation; overseas pension transfers from UK resident plans; amending scheme documentation; and review of effectiveness of scheme documentation.
She also advises on employee incentivisation, including putting in place enterprise management incentive schemes.
- Undertaking health review of scheme documents, and drafting necessary deeds to rectify historic errors.
- Reviewing a set of international workers of different jurisdictions to determine whether they are found to be “workers” for the purpose of auto-enrolment legislation.
- Advising a client on a transfer of pension from one scheme to another, between two jurisdictions, and the potential tax implications of such a transfer.
- Advised a US client on setting up a UK share option plan, which needed to work alongside its US stock option plan.
- Advised a US client on setting up an incentive/equity plan for its employees in Denmark and Sweden.
- Project management of multi-jurisdictional advice in relation to setting up an incentive plan.
Grace studied law at Queen Mary University of London and completed the LPC with BPP London in 2012. She spent a year working for Practical Law Company (Thomson Reuters) before completing her training contract with CMS Cameron McKenna from 2014-2016.
Grace joined Wedlake Bell’s Pensions and Employee Benefits team as a qualified lawyer in February 2016.
Fixed Protection 2016 and how it works when a Pension Sharing Order is awarded
Overpayments – NHS Pension Scheme has overpaid almost £100m since 2012
TPR launches its first prosecution for failure to auto-enrol staff
FDR LTD V DUTTON (CA) 2017 – Pension Increases
DWP Consultation on Pension Scams
High Court allows appeal against the Pensions Ombudsman
BHS – The latest score between Philip Green and the Pensions Regulator
The bid that fell through