Helen Ball
Partner @Sackers
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WORK HISTORY
Partner @Sackers
Recent DC experience includes- advising on DC governance and the Pensions Regulator’s DC Code of Practice- advising employers and trustees on transferring groups of DC members into master trusts- advising on retirement signposting to master trusts- advising on Covid related queries, such as the closure of property funds to investment- advising on investment changes, moves to provider platforms and default fund strategy changes- negotiating administration arrangements - advising on statutory money purchase illustrations, member booklets, communications - advising on scheme websites and modelling tools- advising on the use of reserve account/surplus assets in DC schemes- advising on changes to retirement options, including flexible retirement and partial transfer policy- advising on tax issues, such as the lifetime allowance and annual allowance- introducing changes to benefits such as auto-enrolment, reductions in future service accrual- advising on compliance, late payment of contributions, failure to issue benefit statements on time- removing ill health and death benefits from occupational schemes - establishing new DC occupational pension schemes- winding up DC schemes- advising Independent Governance Committees (IGCs)Recent DB experience includes- advising on benefit changes, scheme transfers and mergers- advising on valuation discussions, related covenant and funding negotiations- advising on switching from a trustee board to a sole corporate trustee- advising on the introduction of partial transfers and the prevention of transfer scams- advising on DB policy and regulatory changes- advising on GMP equalisation.
EDUCATION
Somerville College, Oxford University
Law
SKILLS
ABOUT HELEN BALL
h••••••••@sackers.com - I am a pensions solicitor who is interested in the development…
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