Deed of substitution
Produced in partnership with Blake Morgan LLP
Deed of substitution

The following Pensions precedent Produced in partnership with Blake Morgan LLP provides comprehensive and up to date legal information covering:

  • Deed of substitution

Date: [insert date]

(1)[Name of Former Principal Employer]
(2)[Names of Trustees]
(3)[Name of the New Principal Employer]

Deed of Substitution of principal employer [and change of scheme name]

relating to

[Name of the Scheme]

This Deed is made the [insert day] day of [insert month] 20[insert year]

Parties

  1. 1

    [Insert name of retiring employer] registered in England and Wales with company number [] and having its registered office at [insert registered company address] (the “Former Principal Employer”);

  1. 2

    [[Insert full name of company] registered in England and Wales with company number [insert number] and having its registered office at [insert registered company address] OR [insert individual name(s)] of [insert individual address(es)]] (the “Trustees”); and

  1. 3

    [Insert name of the new employer] registered in England and Wales with company number [] and having its registered office at [insert registered company address] (the “New Principal Employer”).

Background

    1. (A)

      [Insert full name of scheme] (the “Scheme”) was established by an [interim OR definitive] deed dated [insert date].

    1. (B)

      The Scheme is currently governed by a trust deed dated [insert date], as amended by the deeds executed after it[, details of which are set out in Schedule 1 to this Deed] (the “Trust Deed”). The rules of the Scheme (the “Rules”) are set out in Schedule [insert number<] to the Trust Deed.

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