Dan Bowman

Consultant

An experienced and knowledgeable pensions consultant in the employment and pensions group, Dan provides trustee and corporate clients with advice on all aspects of pensions law. Dan's ability to focus on client's needs and commercial challenges has allowed him to develop trusted partnerships with clients that have endured for many years.

Dan's expertise lies in providing pragmatic and commercial solutions to a wide range of pensions issues faced by his clients. His experience includes advising in relation to corporate transactions, funding negotiations, proposed benefit changes and risk reduction strategies. Dan has also advised employers on legal issues arising from their participation in DC master trusts, including advice on legislative developments relating to automatic enrolment and DC "flexibilities". Dan is a member of the Association of Pension Lawyers and a Fellow of the Pensions Management Institute. He regularly provides articles on legal issues affecting pension provision.

Recent experience includes: 

  • Vast experience of drafting trust deeds and rules across a range of pension funds. 
  • Preparing a benefit specification document to facilitate a proposed pension benefit buy-out exercise.
  • Advising on general benefit queries, member complaints and the legal aspects of funding and investment issues.  
  • Advising on the legal aspects of proposed changes to scheme contribution rates and benefits, including scheme-specific and legislative restrictions, the trustees' fiduciary duties and member consultation requirements.
  • Assisting in responding to a member complaint regarding annual pension increases, including analysis of scheme governing documentation and formulating responses to the member and Pensions Ombudsman. 
  • Reviewing and negotiating investment-related documentation, including investment management agreements and the documentation necessary to implement a change in investment platform.
Dan Bowman
T: +44 20 7809 2556
Email Dan Bowman | Vcard Office London

Awards

Professional Pensions UK Awards 2019 - Finalist
Pensions Age Awards 2018 - Shortlisted
Insights

RoadChef scheme and Canada Life agree £24 million buy-in

Stephenson Harwood pensions team advise RoadChef Pension Scheme trustees on £24 million insurance bulk annuity contract - Philip Goodchild, Dan Bowman and Julia Cooper have advised the trustees of the RoadChef Pension Scheme in relation to a £24 million bulk annuity contract with Canada Life which secured all the Scheme members' benefits. In particular, the pensions team advised on the benefits to be secured under the contract as provided in the Scheme's current and historic governing documentation.

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Court of Appeal judgment closes the door on retrospective closure of the Barber window (except in very limited circumstances)

The Court of Appeal has handed down its judgment in the case of Safeway v Newton which confirms that the introduction of section 62 of the Pensions Act 1995 was sufficient to close the Barber window of the Safeway Pension Scheme retrospectively with effect from 1 January 1996.

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Managing the COVID-19 risks: Guidance from the Pensions Regulator and actions for pension scheme trustees

In this pensions update we summarise the guidance recently provided by the Pensions Regulator (TPR) on those risks; and suggest actions that trustees could take in order to manage those risks.

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© Stephenson Harwood LLP 2023. Information contained on this page is current as at the date of first publication and is for general information only. It is not intended to provide legal advice.