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Saul Margo

Saul Margo

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Saul Margo specialises in pensions, employment and commercial work.

Recent pensions work includes a Part 8 (led by Andrew Spink QC) that raises issues relating to the closure of a scheme to future accrual and PPF compensation and (acting alone) claims for rectification (representing trustees and representative beneficiaries) as well as related professional negligence claims. He has been involved in some of the highest profile pensions cases over the last few years including IBM v Dalgleish and the GPG regulatory action. He is recommended in Chambers & Partners and Legal 500.

Recent employment work includes acting in the Court of Appeal in the disability discrimination case of Swansea University Pension Scheme Trustees v Williams (led by Keith Bryant QC) as well as representing a large cohort of claimants in Miller v Ministry of Justice (concerning the entitlement of fee-paid judges to a pension and other elements of pay) and numerous claims that are connected to this litigation, many of which have now reached either the EAT or the Court of Appeal. He is regularly instructed in complex and lengthy discrimination cases. He is described in Chambers & Partners as “Brilliant in his oral advocacy, and fearless.” As a result of his position on the Treasury B-Panel he has represented a wide variety of government departments across the whole spectrum of employment, pensions, commercial and public law matters.

Recent commercial work includes both advising and acting in cases involving the mis-selling of swaps, a claim brought in the High Court on behalf of 32 claimants alleging a contractual entitlement to a higher level pension contributions from their employer and acting in a complex professional negligence claim.

Saul has a first class degree from Cambridge in Philosophy.

Pensions & Trusts

Cases

Re Wedgwood Group Pension Plan 

Representing the Claimant in a Part 8 claim raising numerous issues relating to whether the scheme was validly closed to future accrual and consequential issues relating to PPF compensation.

Voca Limited v Voca Pensions Limited

Acted for the representative beneficiary in a claim relating to a purported amendment to a scheme’s revaluation provisions. Settlement approved by the Court.

Deakin v Secretary of State for Defence

Acting for the SoS in an appeal in the Upper Tribunal relating to the date from which a War Widows Pension should be paid.

Re Unipart Group Pension Scheme

Acting for the trustee in a claim for rectification.

Swansea University Pension & Assurance Scheme Trustees v Williams [2017] IRLR 882

Successfully acted for the employer and trustees resisting an appeal in the Court of Appeal concerning a claim of disability discrimination relating to the calculation of ill health retirement benefits (led by Keith Bryant QC).

Webber v Department for Education [2017] ICR 198, [2017] Pens. L.R. 1

Instructed by the Department for Education in an appeal against a decision of the Pensions Ombudsman. The case sets an important precedent concerning the application of time limits to overpayment cases before the Ombudsman.

Re: Guinness Peat Group Plc

Instructed by the Trustees of the Coats UK Pension Plan in what is probably the largest and most complex on-going regulatory action brought by the Pension Regulator in respect of one of the UK’s largest schemes (with in the region of 27,000 members).

Moores Furniture Group Limited v Turnpenny & Others

Instructed by the employer in a successful summary judgment application for rectification of a pension scheme Deed & Rules.

Aarons v The Secretary of State for the Home Office: Challenges to the transitional protection under 2015 police pension reforms

Acting (for nearly 9000 (and counting) police officers in England, Wales and Scotland in a challenge to the transitional protection given to some officers. The claims being pursued are direct age discrimination, indirect race and sex discrimination and equal pay.  The respondents are every police force (43 in England and Wales plus the Scottish force), the Home Secretary and the Scottish Ministers.

Eddie Stobart v Aikman

High Court proceedings concerning a breach of the implied term of trust and confidence in relation to pension benefits. A favourable settlement was reached before trial

IBM UK Ltd & IBM Holdings Ltd v Dalgleish & Others (the remedies judgment – [2015] EWHC 389 (Ch), [2015] Pens. L.R. 99)

This landmark case concerns whether IBM breached its duty of good faith to employees in 2009 when seeking to alter their terms & conditions for pensions pay. Saul was instructed on behalf of the Trustee as part of a team in an expedited 2-week trial of novel issues of principle as to what the remedies should be.

Edge & Burton v MOJ UKEAT/0247/15

EAT case concerning the entitlement of the MOJ to contend that the claimants were not entitled to receive a judicial pensions as compensation for less favourable treatment under the PTWR.

Miller & Others v MOJ

Acted on behalf of approximately 80 judges with part-time service who are seeking to establish their entitlement to a pension referable to that service following the Judgment of the Supreme Court in the O’Brien litigation.

Re: Lehman Brother Pension Scheme

Instructed by a group of Targets for the purposes of the Upper Tribunal proceedings.

Hewlett-Packard Limited v David Shaw Bolland & Others (2013)

A case concerning construction and rectification of a pension scheme deed & rules.

Wheeler v Southern Water Services Ltd [2010] EWHC 1876 (Ch)

An appeal from a Determination of the Pensions Ombudsman relating to the provision of ill-health retirement benefits.

Re DP Laboratory Retirement Benefits Scheme

TPR case concerning the appointment of an independent trustee.

Appointments & Memberships

  • APL
  • COMBAR
  • ELA
  • ELBA
  • ILS

Awards

  • Denning Scholarship

Areas of Law


Recommendations


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Testimonials


“He is extremely intelligent, pragmatic and helpful, and he has a really warm and charming manner with both solicitors and lay clients.” Pensions, Chambers & Partners 2018

“His strength is in the detail, he has a great memory and he is good at analysing how certain events could impact the bigger picture.” Pensions, Chambers & Partners 2018

“He has great memory recall and always considers the bigger picture.” Pensions, Legal 500 2017

“A passionate barrister with conviction.” Employment, Legal 500 2017

“Saul has been extremely good operating in a team of leading counsel and solicitors to conclude extremely complex cases to the clients’ satisfaction.” Pensions, Chambers & Partners 2017

“He is one to watch – an excellent tactician.” Employment, Chambers & Partners 2017

“He is conscientious and is always available at the end of the phone to deal with any questions as they arise.” Employment, Chambers & Partners 2017

“Bright, capable and attentive – one to watch.” Employment, Legal 500 2016

“A particularly engaging advocate. Very thorough and very convincing, and he uses his light touch to considerable effect.” Employment, Chambers & Partners 2016

“Brilliant in his oral advocacy, and fearless.” Employment, Chambers & Partners 2016

“Incredibly hard-working” with “a really sharp, accurate brain” and “a really good team player”. Pensions, Chambers & Partners 2016

“He is very knowledgeable and has got a good grasp of pensions matters.” “Incredibly hard-working, he has a really sharp, accurate brain and he works through issues quickly and impressively. He’s also a really good team player.” Pensions, Chambers & Partners 2015

“A junior of choice.” Pensions, Legal 500 2015

“We are impressed by the level of detail provided by Saul.” Pensions, Chambers & Partners 2014

“He provides excellent client care.” Pensions, Legal 500 2014

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