How to change pension administrators | Practical and legal considerations

48 minute read
06 August 2021

Changing the administrator of your pension scheme can seem a daunting prospect. This webinar will focus on how to effectively plan for an administration transition and will break down the key practical and legal considerations when changing scheme administrator alongside consideration of some of the most common issues encountered.

This is a joint webinar between Gowling WLG and Trafalgar House and will centre on the interactions between Trustees’ administration and legal providers.

Topics to be covered:

  • Preparing for a transition
  • Exit negotiations and agreements
  • Best practice for new administration agreements
  • Data protection considerations during and after an administration change
  • Benefit specifications and common issues uncovered
  • Key risks, pitfalls and their solutions
  • Question and answer session

What will I learn?

After attending the webinar, you will:

  • Recognise the preparatory work that needs to be undertaken before starting a transition project
  • Understand how an administration transition project works
  • Understand what you need to look for in your exit agreements
  • Understand the key legal provisions in the administration agreement
  • Recognise the most common risks and mitigations that can be deployed

 


NOT LEGAL ADVICE. Information made available on this website in any form is for information purposes only. It is not, and should not be taken as, legal advice. You should not rely on, or take or fail to take any action based upon this information. Never disregard professional legal advice or delay in seeking legal advice because of something you have read on this website. Gowling WLG professionals will be pleased to discuss resolutions to specific legal concerns you may have.