Simon Davies

Simon is a Principal Associate in the pensions team and provides advice to trustees and employers of occupational pension schemes. He has broad experience of advising clients on establishing, running, amending and winding up these schemes and the impact of corporate transactions upon them.

Simon also has extensive contentious experience and acts for employers, trustees and representative beneficiaries in a wide range of dispute related matters, including professional negligence, construction and rectification claims, directions applications, IDRP and Pensions Ombudsman complaints. Simon has acted in numerous cases which have helped to develop current pensions law.

Simon's approach is to cut through the difficulties of a complex area of law and deliver pragmatic yet robust advice and solutions to clients. Simon understands the need to keep on top of the law in this fast paced and technical area and regularly undertakes training and attends industry events to ensure his knowledge is up to date.

Simon is a full member of the Association of Pensions Lawyers (APL) and regularly speaks at external seminars (including to the APL) and delivers training to trustee and employer clients on topical issues.

Experience

  • Acting for representative beneficiaries in rectification, construction and directions claims - Simon has acted for representatives of scheme members in a number of lead authorities that have helped develop this complex area of law. Simon is often selected because he has extensive experience in this area, is able to explain complex matters in a simple, pragmatic way and deal with the issues cost efficiently.
  • Acting for employers and trustees - Simon has also acted for employers and trustees in proceedings brought to clarify complex pensions issues and also rectification claims. Most recently, Simon acted for a trustee of a pension scheme operated by a major employer who had brought proceedings to clarify the operation of employer debt legislation;
  • Professional negligence claims - Simon frequently acts in complex negligence claims against pensions professionals (and also Beddoe applications). Most recently, Simon acted in a professional negligence claim against a third party adviser and which involved a number of defective scheme amendments.
  • Advising clients on scheme closures, benefit re-design projects and liability management and de-risking exercises;
  • Advising clients on aspects of dispute resolution including complaints under schemes' internal dispute resolution procedures, before the Pensions Ombudsman and professional negligence claims against third party advisers;
  • Advising clients in relation to benefit errors and mistakes including recovery of overpayments and restoration of underpayments

Career & Recognition

Notable practitioner and an "Associate to Watch" for pensions litigation. Simon is described as "a considerable asset to the team."
- Chambers and Partners 2019
  • Rankings & Awards
     2018
    Chambers UK 2019 (Pensions litigation) - Associate to Watch
  • Career
    September 2017
    Gowling WLG (UK), principal associate
  • Rankings & Awards
     2017
    Chambers UK 2018 (Pensions litigation) - Associate to Watch
  • Rankings & Awards
     2016
    Chambers UK 2017 (Pensions litigation) - Associate to Watch
  • Qualifications (Year of Call/Admission, etc.)
     2010
    Solicitor of England & Wales
View Full Career & Recognition Timeline

Career & Recognition

Filter timeline:
  • 2018

    • Rankings & Awards
      2018
      Chambers UK 2019 (Pensions litigation) - Associate to Watch
  • 2017

    • Career
      September2017
      Gowling WLG (UK), principal associate
    • Rankings & Awards
      2017
      Chambers UK 2018 (Pensions litigation) - Associate to Watch
  • 2016

    • Career
      October2016
      Osborne Clarke LLP, associate director
    • Rankings & Awards
      2016
      Chambers UK 2017 (Pensions litigation) - Associate to Watch
  • 2013

    • Career
      February2013
      Osborne Clarke LLP, senior associate
  • 2010

    • Career
      September2010
      Osborne Clarke LLP, solicitor
    • Education
      2010
      College of Law, LPC
    • Qualifications (Year of Call/Admission, etc.)
      2010
      Qualified, Solicitor of England & Wales
  • 2009

    • Education
      2009
      College of Law, Graduate Diploma in Law (Part-Time)
  • 2002

    • Education
      2002
      Royal College of Music, Postgraduate Diploma in Advanced Performance
  • 1997

    • Education
      1997
      Cardiff University - Royal Welsh College of Music, B.A (Hons)

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