Legal obstacles to a satisfactory member journey

Presented by

Gareth Craft and Jack Gillions - Linklaters

About this talk

Gareth Craft and Jack Gillions from the Linklaters Pensions team will discuss some of the key legal hurdles Trustees need to overcome, viewed through the lens of the member’s perspective and experience, on transfers to a DC master trust and when entering the decumulation phase. They will look at some of the key practical and regulatory issues faced by Trustees when giving guidance to help members navigate the options during the decumulation phase, along with the potential legal risks of introducing decumulation options into a scheme at retirement.

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