Pensions disputes: Part 8 claims and the role of representative beneficiaries

Resource type: Practice note: overview

Status: Maintained

Jurisdictions: England, Scotland, Wales

This practice note considers proceedings begun by pension scheme trustees under Part 8 of the Civil Procedure Rules, including the role of representative beneficiaries. It covers the various stages of a Part 8 claim focusing on the key practical case management and costs issues that arise in pensions cases. It also considers representation orders under CPR 19.7 and the process for identifying, appointing and advising representative beneficiaries.

Carolyn Saunders, Pinsent Masons

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Resource information

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Resource ID: 4-278-0952
Products: PLC UK Dispute Resolution, PLC UK Pensions, PLC UK Public Sector
This resource is maintained, meaning that we monitor developments on a regular basis and update it as soon as possible.

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Topics

Case managementCase management (http://crossborder.practicallaw.com/2-203-6794)
Court Proceedings: PensionsCourt Proceedings: Pensions (http://crossborder.practicallaw.com/3-380-8696)

Practice note: overview

Costs: an overview Costs: an overview (http://uk.practicallaw.com/topic7-203-1181)
Multi-party disputes: toolkit Multi-party disputes: toolkit (http://uk.practicallaw.com/topic7-517-3134)
Pension schemes: multi-party litigation: overview Pension schemes: multi-party litigation: overview (http://uk.practicallaw.com/topic5-382-1852)
Service of proceedings and other documents: an overview Service of proceedings and other documents: an overview (http://uk.practicallaw.com/topic3-203-0895)

Practice note

Costs in pensions litigation Costs in pensions litigation (http://uk.practicallaw.com/topic5-383-9017)

Checklist

Suspending, prohibiting and disqualifying pension trustees: checklist Suspending, prohibiting and disqualifying pension trustees: checklist (http://uk.practicallaw.com/topic6-371-2094)

Glossary

Alternative dispute resolution (ADR) Alternative dispute resolution (ADR) (http://uk.practicallaw.com/topic0-107-6391)
Civil Procedure Rules Civil Procedure Rules (http://uk.practicallaw.com/topic6-107-5906)
Detailed assessment Detailed assessment (http://uk.practicallaw.com/topic9-205-5128)
Indemnity basis Indemnity basis (http://uk.practicallaw.com/topic3-205-5150)
Mediation Mediation (http://uk.practicallaw.com/topic7-107-6830)
Overriding objective Overriding objective (http://uk.practicallaw.com/topic4-205-5197)

Article

Pilots: parties allowed to pay their way to separate representation? Pilots: parties allowed to pay their way to separate representation? (http://uk.practicallaw.com/topic2-500-2168)

External resources

Civil Procedure Rules Part 47, Procedure for assessment of costs and default provisions Civil Procedure Rules Part 47, Procedure for assessment of costs and default provisions (http://uk.practicallaw.com/topic9-205-4119)
Civil Procedure Rules Part 64, Estates, trusts and charities Civil Procedure Rules Part 64, Estates, trusts and charities (http://uk.practicallaw.com/topic5-205-4201)
Civil Procedure Rules Part 7, How to start proceedings- the claim form Civil Procedure Rules Part 7, How to start proceedings- the claim form (http://uk.practicallaw.com/topic0-205-4034)
N208: Claim form (Part 8) N208: Claim form (Part 8) (http://uk.practicallaw.com/topic7-205-6322)

Legislation

CPR Part 8 - Alternative procedure for claims CPR Part 8 - Alternative procedure for claims (http://uk.practicallaw.com/topic8-106-4718)

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