Julia Ward

Senior knowledge lawyer

Julia is an experienced pensions lawyer who acts as a senior knowledge lawyer for the pensions team.

As a senior knowledge lawyer, Julia remains at the forefront of legal developments in the pensions industry and ensures that the team is kept up to date with legal and policy changes.

To ensure the team works as efficiently as possible and provides clients with value for money, Julia delivers regular legal training, drafts client briefings, maintains the team's precedent documents and works closely with the innovation team in developing bespoke solutions to client problems.

Prior to becoming a senior knowledge development lawyer, Julia practiced as a pensions associate for a number of years. She provided advice to both trustees and sponsors on day to day advisory matters as well as providing the pensions advice for complex and high value corporate transactions.

Recent experience includes: 

  • Developing Stephenson Harwood’s bespoke pensions legal automation tool known as Deed Architect.
  • Developing a pensions hub website to allow clients easy access to our expertise and legal knowhow materials.
  • Providing ongoing technical and policy training for the Stephenson Harwood pensions team - ensuring the team remains at the forefront of legal and other developments in the pensions sector.
  • Drafting regular briefings for clients in an easily digestible format about important developments. Briefings cover topics such as the developing regulation of defined benefit pension schemes, GMP equalisation, retrospective equalisation and case law updates.
  • Assisting with client training and with running the Innovation Café series of workshops. 

Awards

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

Court declares change of RPI to CPIH lawful

A number of pension funds have challenged the decision of the then-Chancellor and the UKSA to align RPI with CPIH. In this alert we discuss the outcome of that challenge and the impact of the decision on defined benefit pension schemes.

New approach to funding defined benefit pension schemes

The Pension Schemes Act 2021 provided for a framework for a new defined benefit funding regime. In particular, the framework would require defined benefit schemes to have a funding and investment strategy for the purpose of ensuring benefits under the scheme can be paid over the long term. The DWP is now consulting on draft regulations which explain what this will mean for trustees in practice. Read more to find out what trustees will be required to produce along with other changes and next steps.

Risk management, reduced recovery plans and mitigation—TPR’s Annual Funding Statement 2022

Writing for LexisNexis, senior knowledge development lawyer Julia Ward examines the key themes in the Pension Regulator's Annual Funding Statement 2022. This is particularly relevant for trustees and sponsors of defined benefit pension schemes with valuation dates between 22 September 2021 and 21 September 2022 by setting out how to approach valuations in the current political-economic climate.