Skip to main content
Please note this is the archive site for BDB Pitmans, click here to visit the live website.


Reducing risks, controlling costs and generating savings for our clients are fundamental to what we do.

Sectors and Services

Whether you’re seeking to comply with discrimination legislation, governance standards, undertaking M&A or restructuring your scheme we offer pragmatic, robust and clear pensions advice.

Our comprehensive range of services for employers and trustees is provided with a focus on meeting your commercial objectives and fiduciary obligations.

We can advise on:

  • Schemes: DB, DC, CARE, EFRBs, Hybrid, Master Trusts, QROPS, SIPPs, SSASs
  • Corporate transactions: due diligence, pensions warranties and agreements, clearance applications
  • Discrimination: equalisation in documentation, legislative advice, benefits for same sex couples and family leave impact
  • Documentation: all your documentation needs in plain English from deeds and rules to trusts
  • Funding: documenting arrangements, contingent assets, de-risking, buy-outs and buy-ins, risk insurance, administration and investment management agreements
  • GDPR guidance for pension scheme trustees
  • Governance: legal and regulatory compliance, employer and trustee powers and duties
  • Litigation: contentious proceedings, pension scheme claims, professional negligence claims and mediations, pensions and Financial Ombudsman complaints
  • Pensions Protection Fund: PPF entry and levy reduction
  • Restructuring: group re-organisations, closure to accrual, merging schemes, winding up, transfers, CARE sections, section 75 debt issues, clearance applications
  • Unions pensions: specialist unions pensions advisory services
  • 1 Unions
    We have an in-depth understanding of the trade union movement, its complexities, the political sensitivities that underpin it and the balancing act unions have to navigate as an employer as well as a representative of your members.

    We know how to reconcile achieving cost-effective pensions for staff, with the need to campaign for high quality pension provision for union members.

    Our comprehensive range of specialist pensions services for unions are designed to help our clients reduce risk, manage deficits, limit liability, control costs and generate savings and include:

    • Q&A insights workshops: sharing the implications of the latest developments on pension schemes for unions trustees and representatives, and answering questions on the spot
    • Helpline: dedicated telephone service to answer your queries as and when needed
    •  ‘What if’ round tables: scenario planning discussions to help you tackle queries from the shop floor
    • Documentation: straightforward and coherent approach to all your documentation needs
    • Restructuring: advice focusing on cost saving measures covering benefit changes including closure to future accrual, the addition of DC sections and section 75 debt issues
    • Projects: merging schemes, transfers between schemes, winding-up and PPF entry, SIPPs, SSASs, QROPs and Master Trusts
    • Union merger: due diligence, pensions warranties and agreements, clearance applications
    • Pensions contracts: reviewing administration and investment management agreements
    • General advice: including legal and regulatory compliance, trustees’ powers, duties and discrimination
    • A complementary employment law advisory service for unions’ employers and employees, addressing litigation needs and the full range of non-contentious issues from pre-recruitment to post-termination.
    GDPR guidance for unions recognising their branch structures