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Victoria Lee

Senior Associate

Portrait ofVictoria Lee

Victoria Lee

Senior Associate

Contact
CMS Cameron McKenna Nabarro Olswang LLP
Cannon Place
78 Cannon Street
London
EC4N 6AF
United Kingdom
Languages English

Victoria Lee is a senior associate in the Pensions Team and her twenty years of experience includes general advisory work covering all aspects of occupational pension schemes for both sponsoring employers and trustees.

Recently Victoria has assisted a trustee board with the complex issue of removing a defined contribution section from a hybrid scheme via a transfer to a master trust and the reclassification of a defined contribution benefit with a defined benefit underpin as a defined benefit. 

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Relevant experience

  • Trustees on the complex issue of the reclassification of a defined contribution benefit with an underpin on a reclassification as a defined benefit
  • Trustees on the statutory breach concerning the information provided to members who leave with less than 2 years’ pensionable service.
  • General day to day advice for trustees of occupational pension schemes involving a variety of topics including new pensions legislation, ill health early retirement, death in service claims and trustee duties.
  • Trustees with contentious matters such as internal dispute resolution complaints and Pensions Ombudsman complaints.
  • The disposal of subsidiaries in sectionalised schemes and TUPE transfers of staff.
  • Trustees with the complex issue of GMP equalisation and providing initial advice on equalising cash equivalent transfer values and the Lloyds III judgment.
  • Trustees in relation to the legal issues arising in connection with a proposal to close schemes to future accrual.
  • Day to day advice to trustees of pension schemes on a wide range of topics including scheme governance, GDPR, conflicts of interest, appointment and removal of trustees and chair’s statements.
  • Day to day operational master trust queries.
  • Drafting and amending governing scheme documents for occupational pension schemes.
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Memberships & Roles

  • Committee member of the APL Education and Seminars Sub Committee (responsible for running the Investment Essentials Course annually)
  • Full member of the Association of Pension Lawyers
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Publications

  • Contributor to the Pensions Law Handbook (16th Edition), Bloomsbury Professional.
  • Contributor to the Pensions Law Handbook (15th Edition), Bloomsbury Professional.
  • Contributor the regular CMS Pensions DC Briefing publication.
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Education

  • 2001 - Law Society Finals – College of Law, Guildford.
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Expertise

Feed

09/10/2023
CMS launches 16th edition of the Pensions Law Handbook
CMS is delighted to announce the launch of the 16th edition of the Pensions Law Handbook, the definitive guide to pensions law and practice in the UK. Written by the CMS pensions team, it is an essential...
Publication
06/06/2023
CMS Pensions Briefing DC Schemes and Master Trusts - June 2023
Welcome to our regular briefing on topical issues facing defined contribution (DC) pension arrangements, including DC Master Trusts. In this briefing we take a look at how the DC market is evolving as...
Publication
14/04/2022
CMS Pensions Briefing DC Schemes and Master Trusts – April 2022
Welcome to our regular briefing on topical issues facing defined contribution (DC) pension arrangements, including Master Trusts. In this briefing we’re “fu­ture-gaz­ing” – exploring the Gov­ern­ment’s...
Publication
21/12/2021
CMS Pensions Briefing DC Schemes and Master Trusts – December 2021
Welcome to our third regular briefing on topical issues facing defined contribution (DC) pension ar­range­ments. In this briefing we explore diversity and inclusion in the pensions space, changes to the...
Publication
15/04/2021
CMS Pensions Briefing DC Schemes and Master Trusts – April 2021
Welcome to our second regular briefing on topical issues facing defined contribution (DC) pension ar­range­ments. In this briefing we explore, amongst other things, TPR’s recent DC schemes survey, a...
Publication
26/11/2020
CMS Pensions Briefing DC Schemes and Master Trusts - November 2020
Welcome to the first of our new regular briefings on topical issues facing defined contribution (DC) pension ar­range­ments. With the steady decline of DB pension provision, DC pension offerings have grown...
Publication