Expertise

Samuel acts for pension trustees and pension scheme employers on both contentious and non-contentious matters. Samuel’s non-contentious pensions experience includes providing pensions due diligence support on corporate transactions which includes advising on auto-enrolment issues. Advising on GDPR related issues and preparing scheme GDPR documentation. De-risking work including preparing and reviewing benefit specifications and advising on buy in and buy out. Advising on surplus, PPF entry requirements / regulations and GMP equalisation. Samuel also has experience advising trustees of risks arising from the UK sanctions regime. 

Experience

Samuel’s pensions litigation experience includes working on:

  • Part 8 rectification claims rectifying historic mistakes in pension scheme documentation.
  • Defending claims against SIPP operators for mis-sold pensions. This included working on a Court of Appeal judicial review.
  • Part 8 construction claim asking the Court to determine an interpretation contained in pension scheme documentation.
  • Part 8 corrective interpretation claim asking the Court to correctively interpret an obvious mistake in the pension scheme rules.
  • Claims for ill-health under the pension scheme rules and a strike out application to have the claim struck out.
  • Successfully defending LDI Claims.
  • Managing large scale IDRP responses arising from complaints issued against a large DC Master Trust.
  • Litigation arising from overpayments / underpayments and issues with administering a pension sharing order.
  • Part 7 professional negligence claims against the scheme’s advisors.
Education

University of Manchester, Law with Politics (LLB), 2018

Languages
  • English (fluent)
  • Hebrew (basic)
Professional memberships
  • Association of Pension Lawyers (Sit on North West APL Committee)
  • IFoA Fiduciary Party Working Group
  • North West Climate Substantiality Forum
Publications
  • Pensions Barrister - Pensions and the UK Sanctions Regime
  • Pensions Expert - ESG Backlash Litigation
  • Investment and Pensions Europe - Supply Chain risks for pension scheme trustees
Training delivered
  • Speaker at Summer Association of Pensions Lawyers Conference (2026)
  • Present trustee training on pensions and sanction risks and pensions litigation (2024-2026)