Legal advice and training

Objectives

To ensure compliance with the legal environment in view of the ever-increasing complexity of the occupational pensions’ field, to develop and maintain its governance in line with best practices and to ensure that decision makers receive the appropriate training.

You are?

A Pension Board
A pension fund manager
A company’s HR department

Our services

Support in your day-to-day legal procedures

Draft and review contracts (risk reassurance, affiliation, takeover of pensioners, transfer of assets, merger, etc.)
Review and provide advice on individual cases (affiliation, benefits, etc.)
Carry out legal monitoring on your behalf
Prepare information notices for insured persons (encouragement of home ownership, entitlement to survivors’ benefits, etc.)
Provide information to insured persons

Support at special events

Manage full and partial liquidation procedures
Assist in merger procedures
Draft legal opinions and position papers

Regulations and governance

Draft, update and verify the legal compliance of the articles of association, regulations or internal guidelines
Review and create the legal documentation necessary for the successful running of your pension fund
Analyse the governance principles of your pension fund and inform on best practices

Training

Presentation and information to insured persons (in the event of legal developments, changes to regulations and/or pension plans, mergers, etc.)
Initial and ongoing legal training for Pension Board members