Legal Services Framework

The provision of legal advice on the following (non-exhaustive) areas of law and ancillary related work, with significant and demonstrable experience advising on these specialisms to Arm’s Length Bodies of HM Government Departments and regulated financial services firms (including dual-regulated non-Solvency II firms): •Employment law, with an expertise in the following overlays: (1) financial services regulatory and (2) public law •Public procurement law •General commercial. Including contract drafting and advice •Outsourcing, including TUPE •Corporate law •Corporate governance law •Intellectual property and technology law •Data protection law •Real estate law •Financial crime law and regulation •Tax law •Public and administrative law matters, particularly in the context of Arm’s Length Bodies’ arrangements with their sponsoring departments Tenderers appointed will look to provide value-added items to Pool Re at no additional cost. A non-exhaustive list of examples include: •Regular relationship meetings with Pool Re, as reasonably requested •Access to meeting space, as reasonably requested •Relevant e-mail alerts, including training alerts •Horizon-scanning product (specific and tailored to Pool Re) to be prepared on a quarterly basis, by rotation with the purpose of altering Pool Re to matters of interest or where there may be an impact with recommendations on how to proceed if applicable in a number of key areas. •Access to client training brochures on an annual basis and working with Pool Re to deliver identified training •Invitations and access to legal update briefings, seminars, conferences and events •Invitations to masterclasses and industry events

The provision of a one-stop shop service for complex legal advice services covering the following specialisms and ancillary related work, with significant, demonstrable experience and expertise advising on these specialisms to Arm’s Length Bodies of HM Government Departments and regulated financial services firms (including dual-regulated non-Solvency II firms). This may involve advising on non-English law matters, either directly or via instructing local counsel (which shall be charged as a disbursement): •Complex financial services regulation (including for dual-regulated Non-Solvency II firms e.g. reinsurance firms) and regulatory changes •Complex insurance and reinsurance law (including expertise in wordings, regulatory issues, transactional work and claims handling and coverage disputes) •Corporate finance and guarantees (including in favour of HMG stakeholders) •Capital markets (including debt capital markets e.g. insurance-linked securities) •Investment and asset management, including private equity investments •Investment and commercial banking •Complex public and administrative law matters, particularly in the context of Arm’s Length Bodies’ arrangements with their sponsoring departments •Complex competition law and subsidy control law •Complex corporate law matters (including corporate restructurings) with detailed input required from teams advising on the above specialisms •Litigation, arbitration and alternative dispute resolution (including disputes relating to insurance and reinsurance claims, judicial reviews and contentious regulatory matters) Tenderers appointed will look to provide value-added items to Pool Re at no additional cost. A non-exhaustive list of examples include: •Regular relationship meetings with Pool Re, as reasonably requested •Access to meeting space, as reasonably requested •Relevant e-mail alerts, including training alerts •Horizon-scanning product (specific and tailored to Pool Re) to be prepared on a quarterly basis, by rotation with the purpose of altering Pool Re to matters of interest or where there may be an impact with recommendations on how to proceed if applicable in a number of key areas. •Access to client training brochures on an annual basis and working with Pool Re to deliver identified training •Invitations and access to legal update briefings, seminars, conferences and events •Invitations to masterclasses and industry events