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Portrait of Victoria Lee

Victoria Lee

Senior Associate

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 (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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Feed

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...
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...
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...
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...