Amy Clarke is a Birmingham based principal associate in our pensions team.
Amy advises both trustees and companies on a broad range of pensions issues in relation to both defined benefit and defined contribution arranements. This includes interpreting plan rules, consolidating existing plan documentation and advising on investment and buy-out issues.
Amy helps clients to manage their pension plans effectively and resolve any pensions issues which may arise day to day. In an often complex pensions environment, Amy aims to provide clear and pragmatic advice and find workable solutions for the client which is based on expert legal knowledge and understanding of the client’s needs.
Pensions law is a complex area of law which is fast moving, clients need an adviser who is up to speed with the latest law and how it may potentially affect their situation. Amy and the pensions team receive regular training and updates to ensure that they are always on top of developments.
Amy's experience includes advising on a group re-structuring project involving the drafting and negotiation of various parent guarantees, consolidating the trust deed and rules for a number of large and complex pension plans and on the delivery of pensions training to trustees, for example, training on a new trust deed and rules to ensure conversance with the plan documents and on conflicts of interest.
Amy is a member of the Association of Pension Lawyers.
Part of the team which is advising Birmingham City Council on the sale of the NEC group.
Advising a client in relation to the appointment of a fiduciary manager and carrying out a review of the various and complex documentation. Due to our experience in this area, we were able to provide value for money advice and negotiate favourable terms for our client with the fiduciary management provider.
Providing advice to a trustee client in relation to a pension increase exchange exercise to ensure they carried out their obligations in accordance with the Pensions Regulator guidance. This was during a period when various negative announcements about such exercises were being made by the Government and so we helped guide the Trustees through this process.
Part of the team helping a large car manufacturer through the process of setting up a number of corporate trustees to ensure that the client benefits from the administrative simplicity and additional protection against the personal liability of trustees which is offered through the corporate trustee structure.
Working with the trustee of a large defined benefit pension scheme in relation to a difficult death benefit distribution query. The question was specific to the scheme in question and the personal circumstances of the member. We advised on the sorts of factors they should be considering when making a decision so that it was able to focus on what really mattered and also to provide guidance as to what was permitted under the pension scheme documentation and legislation.
Consolidating a Trust Deed and Rules for a number of large and complex pension schemes. This is an important piece of work for clients as the Trust Deed and Rules are the documents which govern the pension scheme. The end result was a clear and workable document to enable the client to use the document more efficiently day to day.