Case tracker—forthcoming cases—pensions
Case tracker—forthcoming cases—pensions

The following Pensions practice note provides comprehensive and up to date legal information covering:

  • Case tracker—forthcoming cases—pensions
  • Contracting-out
  • Lloyds Banking Group Pensions Trustees Limited v Lloyds Bank plc and others
  • Discrimination
  • The Lord Chancellor and Secretary of State for Justice v McCloud; The Secretary of State for the Home Department, the Welsh Ministers and Others v Sargeant
  • Indexation/Revaluation
  • Britvic plc v Britvic Pensions Ltd and another
  • Overpayments
  • BIC UK Ltd v Hartridge and others
  • Pensions Ombudsman jurisdiction
  • More...

The entries in this tracker are organised by topic. These topics are listed in the Table of Contents (to the left of the page).

Contracting-out

Lloyds Banking Group Pensions Trustees Limited v Lloyds Bank plc and others

Next hearing:

High Court (Chancery Division)

A court hearing on the question of past transfers-out took place in early May 2020. At the judge’s request, the case has been restored for a further two days’ hearing in a window between 28 and 30 October 2020.
Previous judgments:

High Court (Chancery Division)

26 October 2018; 6 December 2018

[2018] EWHC 2839 (Ch), bailii; [2018] EWHC 3343 (Ch), bailii
Representation:

Edward Sawyer (instructed by Allen & Overy) for Lloyds Banking Group Pensions Trustees Limited

Keith Rowley QC, John Cavanagh QC and Andrew Mold (instructed by Herbert Smith Freehills LLP) for Lloyds Bank plc and others

Andrew Short QC and Nicholas Hill (instructed by Walkers Solicitors) for the Representative Beneficiaries (Lloyds employees)

Holly Stout (instructed by Government Legal Department) for the DWP and HM Treasury
Issue:

Lloyds Trade Union (LTU) decided to bring a claim based on the failure by three schemes of the Lloyds Bank group (the Schemes) to equalise members' GMPs.

On 26 October 2018, the High Court judge, Morgan J, reached the following conclusions:
  1. the trustee was obliged to adjust the benefits payable under the Schemes in excess of GMPs in order that the total benefits received by male

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