Actuaires et consultants en avantages sociaux

Claims against actuaries and employee benefit consultants can give rise to complex issues, where problems have lain undiscovered for years.

Les plaintes contre les actuaires et les consultants en avantages sociaux peuvent donner lieu à des enjeux complexes, lorsque des problèmes sont restés inaperçus pendant des années.

Notre équipe professionnelle travaille en étroite collaboration avec les équipes spécialisées en régime de retraite afin de prodiguer des conseils conjoints [couverture et réclamations]. Nous sommes en mesure de combiner excellence technique et connaissance approfondie du domaine.

Notre expérience des réclamations pour négligence professionnelle liées aux régimes de retraite comprend des enjeux tels que:

  • L’arrêt Barber

  • La conversion des régimes à prestations déterminées en régimes à cotisations déterminées

  • Les violations de la protection des données

  • Un tableau incomplet de contributions  

  • La taxe prélevée basée sur le risque de la Caisse de protection des régimes de retraite

  • L’application de la législation sur la conservation

  • La rectification des actes de fiducie et des règles

Notre travail comme actuaires et consultants en avantages sociaux

  • Tout
  • Royaume-Uni et Europe
  • "Sedation Solutions" - Incorporating an LLP

    Advised a group of several Consultant Sedationists in relation to their grouping under the banner of "Sedation Solutions". This involved the incorporation of the new LLP (and a related limited company), advising the parties in relation to the LLP Agreement, advising the LLP in relation to the acquisition of several medical practices, preparation of personal guarantees of the Members, and all related matters (including preparation of terms and conditions, licence to occupy premises, and...

    Royaume-Uni

    Advised on PI submissions for a leading national accounting firm

    Advised an accountancy firm on their PI submissions regarding the FRC investigation into previous employee. We also investigated the background as to why our client went insolvent

    Royaume-Uni

    D&O/PI cover for a leading national accounting firm

    The FSA led an investigation into operations systems and controls (FS regulated advice).  This raised questions regarding the nature and extent of our client's cover. We were therefore required to advise as to the adequacy of this cover. We then assisted with the transition of our client into another accountancy firm.

    Royaume-Uni

    Incorporating a new business

    Advised on the Incorporation of an accountancy business, including transfer of the business from the partnership to a new company and preparation of a shareholders agreement.

    Royaume-Uni

    Individual investment in a Limited Liability Partnership

    Advised an individual in relation to their investment in an LLP. Our role included the incorporation of the LLP, advice in relation to the preparation of the LLP Agreement, preparation of senior and junior debt documentation and all security documentation, and all ancillary documentation (including consultancy agreements, management agreement, and all members' resolutions etc).

    Royaume-Uni

    Merger and restructuring of two accountancy firms

    Advised our client on a number of complex employee/partner related matters arising out of the merger of two accountancy firms, and subsequent restructuring, which included a TUPE transfer of the business. The merger triggered exits from 6 teams of partners and their staff at 6 different locations across the UK. We provided urgent advice to the newly merged entity in relation to the protection of its business interests.

    Royaume-Uni

    Multi-million pound negligence claim

    Acting for a major accountancy in relation to a liquidation of a stockbroking company.  In relations to a multi-million pound negligence claim

    Royaume-Uni

    Partnership to LLP - Transfer of business

    Transfer of the business of an accountancy practice from a partnership to an LLP, including an LLP Members agreement and rebranding

    Royaume-Uni
  • "Sedation Solutions" - Incorporating an LLP

    Advised a group of several Consultant Sedationists in relation to their grouping under the banner of "Sedation Solutions". This involved the incorporation of the new LLP (and a related limited company), advising the parties in relation to the LLP Agreement, advising the LLP in relation to the acquisition of several medical practices, preparation of personal guarantees of the Members, and all related matters (including preparation of terms and conditions, licence to occupy premises, and...

    Royaume-Uni

    Advised on PI submissions for a leading national accounting firm

    Advised an accountancy firm on their PI submissions regarding the FRC investigation into previous employee. We also investigated the background as to why our client went insolvent

    Royaume-Uni

    D&O/PI cover for a leading national accounting firm

    The FSA led an investigation into operations systems and controls (FS regulated advice).  This raised questions regarding the nature and extent of our client's cover. We were therefore required to advise as to the adequacy of this cover. We then assisted with the transition of our client into another accountancy firm.

    Royaume-Uni

    Incorporating a new business

    Advised on the Incorporation of an accountancy business, including transfer of the business from the partnership to a new company and preparation of a shareholders agreement.

    Royaume-Uni

    Individual investment in a Limited Liability Partnership

    Advised an individual in relation to their investment in an LLP. Our role included the incorporation of the LLP, advice in relation to the preparation of the LLP Agreement, preparation of senior and junior debt documentation and all security documentation, and all ancillary documentation (including consultancy agreements, management agreement, and all members' resolutions etc).

    Royaume-Uni

    Merger and restructuring of two accountancy firms

    Advised our client on a number of complex employee/partner related matters arising out of the merger of two accountancy firms, and subsequent restructuring, which included a TUPE transfer of the business. The merger triggered exits from 6 teams of partners and their staff at 6 different locations across the UK. We provided urgent advice to the newly merged entity in relation to the protection of its business interests.

    Royaume-Uni

    Multi-million pound negligence claim

    Acting for a major accountancy in relation to a liquidation of a stockbroking company.  In relations to a multi-million pound negligence claim

    Royaume-Uni

    Partnership to LLP - Transfer of business

    Transfer of the business of an accountancy practice from a partnership to an LLP, including an LLP Members agreement and rebranding

    Royaume-Uni

Notre équipe dédiée d’actuaires et de consultants en avantages sociaux

James Roberts
James Roberts

Partner

Tim Crockford
Tim Crockford

Partner

James Preece
James Preece

Partner

Jim Taylor
Jim Taylor

Partner

Andrew Forsyth
Andrew Forsyth

Of Counsel

David Méheut
David Méheut

Associé

Dr. Henning Schaloske
Dr. Henning Schaloske

Partner

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