Jennifer Rogerson
Managing Partner
- 01202 204 510
- jenniferrogerson@steeleraymond.co.uk
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Jennifer is the firm’s Managing Partner and a specialist in our pension property team.
Jennifer has been dealing with all aspects of pension property work for nearly 20 years. In particular, she has handled a significant number of transactions involving joint ownership structures with complex funding arrangements.
Credentials
Jennifer is ranked in the Legal 500 which notes her as being “always attentive and highly professional”.
Across her many years of extensive pension property experience, Jennifer has fostered longstanding relationships with some of the market’s foremost and well-known pension trustees and has provided advice and guidance to independent financial advisors from across England and Wales.
Jennifer holds a reputation as a proactive problem solver where complex SIPP and SSAS transactions are concerned, specialising in limitation of liability for SIPP trustees and SIPP ring-fencing requirements.
Jennifer Rogerson
Jennifer is the firm’s Managing Partner and a specialist in our pension property team.
Jennifer has been dealing with all aspects of pension property work for nearly 20 years. In particular, she has handled a significant number of transactions involving joint ownership structures with complex funding arrangements.
Jennifer is recognised as a ‘Leading Individual’ by the Legal 500 which notes her as being “always attentive and highly professional”.
Jennifer Rogerson
Jennifer is the firm’s Managing Partner and a specialist solicitor in our pension property team.
Jennifer has been dealing with all aspects of pension property work for nearly 20 years. In particular, she has handled a significant number of transactions involving joint ownership structures with complex funding arrangements.
Jennifer is recognised as a ‘Leading Individual’ by the Legal 500 which notes her as being “always attentive and highly professional”.
Across her many years of extensive pension property experience, Jennifer has fostered longstanding relationships with some of the market’s foremost and well-known pension trustees and has provided advice and guidance to independent financial advisors from across England and Wales.
Jenny holds a reputation as a proactive problem solver where complex SIPP and SSAS transactions are concerned, specialising in limitation of liability for SIPP trustees and SIPP ring-fencing requirements. The 2023 edition of the Legal 500 recognised Jennifer as a ‘Leading Individual’, describing her as ‘always efficient and diligent’.
Specialisms
- SIPP & SSAS Portfolio Management
Acting for SIPP and SSAS pension trustee clients in the purchase, sale and management of their portfolios - In-Specie Transfers
Managing the transfer of assets from one SIPP or SSAS pension scheme to another - Joint Ownership Agreements
Overseeing complex joint ownership agreements involving bank finance and ring-fencing agreements - Acquisitions and Disposals
Dealing with the sale and purchase of properties from and to SIPPs and SASSs and advising on the best way to structure these transactions. - Portfolio Transfers
Transferring and registering portfolios of properties from one pension provider to another.
In Practice
- Portfolio Transfer
Dealing with the variation of a portfolio of leases in order to facilitate the share sale of the tenant company. - Share Transfer
Dealing with the transfer of a share in a property owned by the pension beneficiary to the pension trustees with the trustees requiring bank finance to fund the acquisition. This involved the preparation of a joint ownership agreement, a third party legal charge and a ringfencing letter.
- Agreement of Variation
Drafting a conditional Agreement for Variation in relation to an existing lease. The pension trustees had agreed to carry out certain property refurbishment works at their own cost and, in return, the rent was increased. - Grant of an Underlease
Acting on behalf of pension trustees in relation to the grant of a long lease of the ground floor commercial premises from the freeholder to the trustees and then the grant of an underlease to the occupational tenant. - Assignment of a Lease
Dealing with an estate where the pension trustee had acquired a lease of multiple units. Each unit had to be sold off separately and, due to the lease interest, an assignment of part of the lease was necessary. Through what is a complex process, all documentation was delivered accurately and efficiently. - Selling to a Pension Trustee
Navigating the sale of a commercial property with residential elements – which cannot be legally acquired by a pension trust – from a private investor to their pension trust. A new lease for the commercial interest was created and subsequently ‘sold back’ to the pension trustee who then granted a lease to the client’s operating company.
