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Pensions support for Charities and the Third Sector

Wrigleys’ Pensions Team advise many charities and third sector employers on their pension obligations.  Working alongside colleagues in our Charities and Social Economy Team, we are able to provide a seamless service to clients on a wide range of matters, including:

  • incorporation

  • reorganisation and merger

  • the tendering / retendering of contracts and the TUPE transfer of employees

Where a charity participates in a defined benefit occupational pension scheme or a public sector scheme, these transactions carry the risk of triggering significant pension debts.  We can help you to manage these risks so please get in touch if you would like to find out more about the services we offer.

Students’ Unions (SU)

We have many SU clients and are experts at advising on the pensions aspects of incorporation, including the transfer of pension liabilities under the Students’ Union Superannuation Scheme and the Universities Superannuation Scheme.  On incorporation, the unincorporated SU is replaced as an employer in the pension scheme by the incorporated SU and there is typically a transfer of pension liabilities between the two employers.  The transfer must follow a recognised statutory process, requiring the agreement and cooperation of the relevant pension scheme.  We can guide you through this process. 

Recent experience

  • advising students unions on the transfer of pension liabilities under the Students Union Superannuation Scheme as part of an incorporation process.

  • advising an Oxbridge college on the transfer of pension liabilities under three defined benefit pension schemes, including the Universities Superannuation Scheme, as part of an incorporation process.

  • advising a charity on the outsourcing of services from the local council, including the transfer of staff from the public sector, the charity’s admission to participate in the Local Government Pension Scheme, and the allocation of funding risk through the use of a passthrough agreement.

 'Very friendly, with excellent, no sitting on fence advice'

 The Legal 500 (2024)


 'Their advice has always been pragmatic and cost-effective.'

Chambers and Partners (2024)

Kate Buckham View Biography

Kate Buckham

Direct Line: 0113 204 1139

Partner
Leeds

Meet the team

22 May 2024

Beware of Companies House scam letters

Fake Companies House letters are asking for payments via QR code. We urge clients to stay vigilant and to be alert to these fraudulent requests.

16 May 2024

Considering the validity of existing LPA’s

Further to the recent decision in TA v The Public Guardian [2023] EWCOP 63

14 May 2024

Office for Students opens consultation on freedom of speech guidance

The latest consultation follows previous consultations on the new OfS complaints scheme and its proposed approach to regulating students’ unions.