Rupert Graham-Evans Partner

Photograph of Rupert  Graham-Evans

Contact Details

“Rupert Graham-Evans works with clients such as employers, trustees and intermediaries on pensions and life assurance matters. Sources note that he has "great attention to detail and is very proactive."”

Chambers and Partners 2019
Rupert is a Partner in our pensions team and re-joined Blake Morgan in 2015 from Penningtons Manches LLP.
With over 14 years' experience of pensions law, Rupert advises employers, trustees, intermediaries and individuals in relation to the legal aspects of UK based pension and life assurance arrangements.

Main areas of practice 

Rupert has advised employers and trustees of UK based occupational pension schemes on regulatory compliance, scheme changes (including closure exercises) and scheme mergers.

His experience includes:

  • Advising trustees of defined benefit schemes on guarantees and other security provided to the scheme.
  • Advising employers on pensions issues in corporate transactions and restructuring exercises.
  • Advising on the pensions aspects of public sector outsourcing and transfers of staff from the public sector.
  • Reviewing and drafting scheme documentation.
  • Advising employers on the legal aspects of auto-enrolment and on the legal aspects of life assurance arrangements.

Clients

Rupert has advised a large employer in the retail sector on the legal aspects of the merger of its three UK defined benefit pension schemes.

He advises employers across the sectors in relation to pension and life assurance arrangements.

He advises employers on the pensions implications of outsourcing and the transfer of staff from the public sector.

Significant experience 

  • Advising a major retail client on the merger of its three UK pension schemes (2013)
  • Advising a manufacturing client on the closure of its UK pension scheme (2015)
  • Advising a charity client on the closure of its UK pension scheme (2012)
  • Advising the trustees of a pension scheme in the leisure sector on the submission of a property charge to the Pension Protection Fund (2015)
  • Advising the trustees of a pension scheme in the education sector on submission of property charge to the Pension Protection Fund (2014)
  • Advising the trustees of a pension scheme in the media sector on the submission of a guarantee to the Pensions Protection Fund (2014)
  • Advising employers across all sectors in relation to drafting new and amending existing life assurance trust documentation. 

“Rupert Graham-Evans knows his stuff well.”

Chambers UK 2018

Expertise

Rupert ’s Blog

Life assurance schemes – the top 10 compliance risks employers should avoid

Life assurance schemes can be established either as tax registered schemes, or non-registered schemes where the underlying benefits will not count towards the member's lifetime allowance which is currently £1.25 million.

Articles by Rupert

Group Life Newsflash:- excepted schemes

Article

A lot of employers are being advised to consider unregistered group life schemes for their staff for the provision of lump sum death in service benefits.

Pensions Outlook - September 2017

News

Welcome to the September edition of our Pensions Outlook, this month we will be looking at the recent British Airways and IBM cases and life assurance schemes.

Court of Appeal overturns High Court ruling on IBM's "Project Waltz" pension changes in 2010

Article

IBM made pension changes in 2010 which were called "Project Waltz" and took place after two other scheme restructuring exercises. Our expert explains the Court of Appeal's recent decision.

Related Knowledge & Resources

Group Life Newsflash:- excepted schemes

A lot of employers are being advised to consider unregistered group life schemes for their staff for the provision of lump sum death in service benefits.

Protecting Defined Benefit Pension Schemes

Following its Green Paper on Security and Sustainability in Defined Benefit Pension Schemes in February last year the DWP has now published its white paper under the above heading.

Are you ready for higher automatic enrolment contributions from 6 April?

As many employers will know, on 6 April 2018, and then again on 6 April 2019, the minimum contributions to a pension scheme for the purposes of the automatic enrolment regime will increase.