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Trustee Duties

We frequently advise in cases concerning the scope of trustees’ powers and duties, and the interrelationship between the duties of trustees and employers. We have particular experience of dealing with cases concerning trustees’ powers under a scheme’s contributions rule in conjunction with the statutory scheme specific funding regime and trustees’ duties in connection with the powers of amendment, the appointment of new trustees and the powers of investment.

Recent work includes acting for representative beneficiaries in a claim for directions as to whether the trustees could take into account the compensation recoverable from the PPF when making decisions relating to assets of the scheme, and acting in a claim concerning an alleged breach of duty on the part of trustees of a small self administered scheme.

Notable Cases