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James Keitley

James Keitley

Associate

James is an Associate specialising in pensions. 

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Experience

James advises clients on transactional work, ongoing advisory and disputes work for trustee and employer clients. 

James's recent experience includes*:
 
  • advising on several acquisitions for a leader in the provision of outsourced services to the waste management sector
  • advising Park Homes (UK) Limited on their acquisition of a group of care homes
  • advising on the sale of an insolvent SIPP provider
  • advising on the successful sale of Drayton Manor Park to Looping Group. Specifically, a part of the land owned by the Drayton Manor Park which was owned by a SASS
  • advising a trustee client on a dispute regarding a benefit entitlement dispute 
  • drafting a wide variety of trust documents, including:
    • a deed transferring 15 funded unapproved retirement benefits schemes (FURBs) to a new trustee and terminating the principal employer’s liability to further contribute to the FURBs;
    • a deed of appointment and retirement for a bus operator’s staff pension scheme; 
    • board minutes and a trustee resolution to set up an unfunded pension scheme arrangement for directors of a company who follow Brethren principles;
    • a deed winding up a DB pension scheme for Sons & Friends of the Clergy; and 
    • a resolution amending the rules of a staff DB Pension Scheme for an employer in the aerospace Industry
  • providing legal advice to a trustee and member of a relevant small scheme (otherwise known as a SASS) in relation to a member dispute over benefit entitlement.

*Experience prior to joining Herbert Smith Freehills

Background

James joined Herbert Smith Freehills as an Associate in April 2022. James is a graduate of the University of Kent and the University of Law.

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