Legal Consulting

Our attorneys and lawyers offer customised support for all aspects of occupational benefits, whether for your pension fund or your company. Constantly changing legal requirements can be overwhelming, as can the challenge of keeping track of the need to adapt. We keep the applicable legal and regulatory bases under control and support you with our expertise and experience in your day-to-day and special challenges related to occupational benefits.

Goals of legal consulting

Occupational benefit schemes are developing dynamically and becoming increasingly complex. As a board of trustees or managing director of a pension fund, it can be a challenge to maintain an overview. But don't worry: our lawyers and legal experts are happy to guide you through the regulations and ensure that your pension fund is always legally compliant, keeps pace with the latest developments and that your plan rules and other regulations and contracts are always up to date. Our legal expertise, combined with industry knowledge and experience in various functions (supervisory authorities, courts, law firms, consulting firms, companies) goes beyond day-to-day tasks. We are also your trusted partner for structural changes and can provide you with expert advice on even the most complex decisions and processes. Our aim is to provide you with comprehensive and efficient support in all legal matters related to occupational benefits to allow you to concentrate on other priorities.

Core elements of legal consulting

• Foundation deed, regulations, contracts and other documents: Our legal team drafts, revises and modernises the fundamental documents of your pension fund with professional expertise. We ensure that these documents are optimally tailored to your specific needs and the applicable legal requirements. We draft or review contracts and negotiate with service providers and third parties.
• Governance: We review and support you with structural issues and processes to ensure that you can fulfil your management responsibilities, meet legal requirements and minimise liability risks. This also includes topics such as delegation and monitoring, stakeholder and third-party management, compliance with legal and regulatory requirements, including data protection.
• Structural changes and M&A: We provide you with legal support for any structural changes, such as partial liquidation, liquidation, asset transfer, merger and harmonisation of pension solutions. You can rely on our expertise and experience to make the process smooth and seamless and ensure that your interests are protected every step of the way. Our services also include legal due diligence, contract review, drafting and negotiation.
• Benefit cases: In complex benefit cases, we are happy to support you, starting from the assessment and clarification of the obligation to pay benefits, through the drafting of statements to the coordination and negotiations with the parties involved and the procedural enforcement of legal claims.
• Development and introduction of the ideal pension solution: Regardless of whether you are considering setting up your own pension fund, introducing a management solution, a 1e plan or joining a collective foundation, we are happy to support you in all legal matters to facilitate your decision-making process.
• Representation before authorities and courts: We represent and support you in all legal matters and proceedings before the supervisory authorities or courts in the area of occupational benefits.
• Legal consulting for the HR department: Whether you have questions about occupational benefits, labour law or social insurance, we can provide your HR department or pension fund administration with expert advice, for example on topics relating to subordination, global mobility or termination agreements.
• Knowledge sharing and communication: We have extensive experience in organising training courses for boards of trustees and pension fund management on legal topics as well as information sessions for employees with individual advice and communication with insured persons and employees. We also keep you up to date on the latest legal developments and findings with publications, press releases and specialist articles.

Why WTW?

We combine legal expertise with comprehensive knowledge on occupational benefits and many years of experience. Our legal team is specialised in advising pension funds and companies - both in specialist legal matters and in proceedings before supervisory authorities and courts. We are highly familiar with the legal, practical and economic requirements of pension solutions and offer our services in professional English, German and French.

360°Benefits approach

We are convinced of the added value of a holistic approach. Working closely with other WTW specialists, we offer comprehensive support, a single point of contact and take a global view on your challenges.