Max Ballad#6018

Max Ballad

Legal Director, Brabners LLP
Max has a rounded experience of pensions having worked for a corporate trustee which administered one of the largest UK defined benefit pension schemes and undertaking independent trustee wok before qualifying as a legal executive at DLA Piper in 2006. He also spent five years at specialist pensions law firm Arc Pensions Law.
Contributed to

10

Are there regulations which extend the Pensions Regulator (Notifiable Events) Regulations 2005, SI
Are there regulations which extend the Pensions Regulator (Notifiable Events) Regulations 2005, SI
Q&A

This Q&A explores whether there are any regulations which extend the Pensions Regulator (Notifiable Events) Regulations 2005, SI 2005/900 to former employers.

Can a pension sharing order be enforced if the transferor does not provide all of the information
Can a pension sharing order be enforced if the transferor does not provide all of the information
Q&A

This Q&A considers whether a pension sharing order can be enforced if the transferor does not provide all of the information required and whether a charge can be deducted from the pension to the ex-spouse if the transferor does not respond.

Can a right to a Guaranteed Minimum Pension (GMP) under a Section 32 buy-out policy (where the transfer
Can a right to a Guaranteed Minimum Pension (GMP) under a Section 32 buy-out policy (where the transfer
Q&A

This Q&A explores whether a right to a guaranteed minimum pension (GMP) under a Section 32 buy-out policy can be claimed as an asset by the Official Receiver for bankruptcy purposes.

Can a surplus from one pension scheme be paid to another pension scheme ie the scheme rules permit this?
Can a surplus from one pension scheme be paid to another pension scheme ie the scheme rules permit this?
Q&A

This Q&A explores whether it is possible to transfer surplus assets from one scheme to another.

If an individual in phased drawdown is still below 57 on 6 April 2028 (when minimum pension age increases
If an individual in phased drawdown is still below 57 on 6 April 2028 (when minimum pension age increases
Q&A

This Q&A explores whether, in circumstances where an individual in phased drawdown is still below age 57 on 6 April 2028 (when minimum pension age increases to 57), they would have to stop further vesting until they reach 57.

Is it possible in principle, subject to the rules of the scheme, for a deferred member of a DB pension
Is it possible in principle, subject to the rules of the scheme, for a deferred member of a DB pension
Q&A

This Q&A explores the extent to which a DB deferred member may transfer their benefits beyond the age of 75.

Is there an income tax charge for members of a DB pension scheme where members are provided with
Is there an income tax charge for members of a DB pension scheme where members are provided with
Q&A

This Q&A considers whether an income tax charge applies to members of a DB pension scheme where members are provided with independent financial advice paid for by the pension scheme by way of a scheme administration member payment.

What is the legal interpretation applicable to a pension provider prefunding employer pension
What is the legal interpretation applicable to a pension provider prefunding employer pension
Q&A

This Q&A considers the possible legal nature of prefunded employer contributions paid by the pension provider for the purpose of making investments for the scheme trustees.

What might be a 'reasonable period' for the purposes of physical movement of assets on a block transfer?
What might be a 'reasonable period' for the purposes of physical movement of assets on a block transfer?
Q&A

This Q&A considers what might constitute a 'reasonable period' for the purpose of physical movement of assets on a block transfer.

Would a Friendly Society meet the requirement to have an ‘active sponsoring employer’ under section
Would a Friendly Society meet the requirement to have an ‘active sponsoring employer’ under section
Q&A

This Q&A considers the ability of a non-trading friendly society to be the sponsoring employer of a registered small self-administered scheme (SSAS).

Practice Area

Panels

  • Case Analysis Panel
  • Q&A Panel

Experience

  • DLA Piper (1998 - 2017)
  • Arc Pensions Law LLP (2017 - 2022)

Qualification

  • CILEX (2006)

Education

  • Nottingham University (1988)

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