Kim Jones

Cases

• Providing ongoing advice to a car manufacturer in relation to its hybrid pension arrangement and worked closely with the HR department on this matter.
• Currently acting for a large car manufacturer advising on its group life assurance arrangements specifically assisting on issues arising from the payment of death benefit lump sums to potential beneficiaries.
• Advising various manufacturers in relation to automatic enrolment breaches identified following historical acquisitions and assisting in remedying those breaches, preparation of communications to employees and the Pensions Regulator.

Kim also provides advice in relation to Small Self-Administered Schemes and Self-Invested Personal Pensions and advises employers in the public sector in relation to the pension implications of outsourcing agreements, the application of TUPE and managing exit debts on cessation of participation.

Kim has experience of managing both defined benefit and defined contribution pension schemes having had several years’ experience acting on behalf of an independent trustee company. Kim regularly advises individuals with pension disputes which are subject to the internal dispute resolution procedure and also complaints submitted to the Pension Ombudsman.

Recent Work

• Acting on behalf of an independent trustee company in relation to the refinancing of the sponsoring employer.
• Advising a large occupational defined contribution scheme in relation to the automatic enrolment duties, the introduction of a salary sacrifice arrangement, resolving death benefit queries and implementing the new DC pension flexibilities.
• Successfully acting for an employer in defending a pensions litigation matter concerning the operation of the Section 75 debt regime following a second stage outsourcing.