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Julian Richards

Julian advises on all aspects of occupational pension schemes, including scheme organisation, restructuring and dispute resolution. Most recently he has advised extensively on pension scheme mergers following employer restructuring. He specialises in advising on managing section 75 debt on employer cessation events and has been particularly involved in advising trustees and employers on modifying debt and re-assigning scheme liabilities through both scheme and flexible apportionment arrangements. Julian is skilled at liaising with scheme administrators, consultants, actuaries and insurers during merger and de-risking projects and has extensive experience in advising on, and drafting, the necessary documentation. He acts for trustees and employers on pension litigation matters including equalisation, rectification, and professional negligence. He is experienced in managing the litigation process through to compromise settlement and court hearing. Julian acts for a number of trustee boards of schemes provide by trade unions for their employees. His background as a trade union pensions officer prior to becoming a solicitor gives him a unique understanding of the particular issues faced by trustees of trade union sponsored schemes. · JMW Solicitors LLP

EnglandPensions, Litigation

About

Julian is a Partner at JMW Solicitors LLP who advises on all aspects of occupational pension schemes, including scheme organisation, restructuring, mergers, section 75 debt, de‑risking and pension litigation for trustees and employers. He has particular experience advising on scheme and flexible apportionment arrangements and acts for trustee boards of trade union‑sponsored schemes, drawing on prior experience as a trade union pensions officer.

Practice areas

PensionsLitigationEmployment

Office

Expertise

Section 75 debt on employer cessationPension scheme mergers and de‑riskingScheme and flexible apportionment arrangementsTrustee and employer representation (including trade union‑sponsored schemes)Pension litigation: equalisation, rectification and professional negligenceDrafting documentation and liaising with administrators, actuaries and insurers