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WELCOME TO CLARITY WELCOME TO PUBLIC SECTOR

EXPERTISE A CLEAR VIEW

BUSINESS COMMERCIAL REAL ESTATE INDIVIDUALS AND FAMILIES PUBLIC SECTOR


A CONSTANT SUPPORT IN CHALLENGING TIMES THE PUBLIC SECTOR IS FACING UNPRECEDENTED CHALLENGES. In the climate of austerity it is under enormous

pressures in terms of funding and sustainability. We have been working within the sector for many years and with over eighty specialists, have one of the biggest public sector teams in Scotland. We’re acutely aware of the public accountability, the reputational risks, the political and media sensitivities and the overarching policy issues the sector faces. We have a strong focus on the sector and know how important it is to get it right and get it right first time. We thoroughly enjoy working with our clients in the public sector and appreciate the extremely valuable service they provide whilst ensuring that public money is apportioned appropriately against a backdrop of intense scrutiny and accountability. We give excellent value for money by adhering to competitive and transparent fee proposals whilst also looking for more efficient ways in which to provide legal services, spreading cost risk and offering greater certainty and transparency. We’re committed to ensuring we attain our business objectives by operating and behaving in ways which benefit our employees, the community and the wider environment.

I am delighted by the service provided by Morton Fraser. They have taken the time to build up a good working relationship with my team and they have developed their working practices to suit how we like to work. They are proactive in approach, give excellent commercially focused advice and provide real value for money.

In addition to providing all of the standard legal services required by the sector, we collaborate with our clients to help them deliver services in ever more efficient ways and support them through the process of change. With sophisticated client relationship management initiatives in place for our major clients, we ensure we deliver the training, free ad hoc advice and secondments which we know they need. To view our latest credentials video on our Public Sector offering click here. Maggie Moodie, Partner and Head of Public Sector

Ministry of Defence

www.morton-fraser.com/publicsector

WE ADAPT OUR APPROACH TO BEST MEET CLIENT NEEDS. WE EITHER WORK IN CLOSE PARTNERSHIP OR AUTONOMOUSLY ON THEIR BEHALF TO FREE UP THEIR INTERNAL RESOURCES. WE WORK HARD TO MAINTAIN AND IMPROVE CULTURAL ALIGNMENT BETWEEN BOTH ORGANISATIONS.


OUR APPROACH WE ARE A THRIVING INDEPENDENT SCOTTISH LAW FIRM with a collaborative approach and a commitment to meeting the diverse needs of the public sector. We act for public sector clients across Government and Local Authorities, and for many other Public Sector Partners.

Our team has been providing commitment, clear advice and bespoke services to the public sector for decades. We continue to invest, employing high level people directly from the public sector with hands-on experience of the challenges our clients are required to meet. Our team includes pre-eminent lawyer Lynda Towers who was appointed in 2016 as our Director of Public Law. She gives our team unique insight into the policy and process surrounding law and decision making and can provide invaluable advice on policy and process adjustments in the changing political landscape. We work as trusted, strategic partners within our clients’ budgetary constraints, providing clarity of advice, coupled with certainty of cost and measurable added value. As part of our offering we regularly provide secondees and free training across a range of topics to our varied clients.

The excellent team at Morton Fraser provides a quality service, and is extremely proficient, knowledgeable, helpful, efficient and personable.

We are fortunate to play a role in helping to shape the decisions that affect our future and enjoy partnering with our public sector clients in the ever-changing political landscape. We know that our clients need the right firm with the right experience to provide them with an excellent and consistent service. The Relationship Managers we appoint to our public sector clients work hard to ensure our clients get what they need.

Legal 500

www.morton-fraser.com/publicsector

WE OFFER OUR CLIENTS BESPOKE TRAINING IN HOW THE LAW AFFECTS THEIR AREA. WE VALUE THIS HIGHLY AS IT PROVIDES AN IDEAL OPPORTUNITY FOR OUR RESPECTIVE TEAMS TO MEET FACE TO FACE AND BUILD RELATIONSHIPS.


WHY CHOOSE US? We understand the needs of the sector We have a long standing relationship with clients within the public sector who appreciate our in-depth understanding of the particular issues and the political sensitivities that such organisations face. We serve over 100 public sector clients These include Ministry of Defence, the Scottish Wildlife Trust, Scottish Natural Heritage, the Scottish Government, UK Government Departments, Non-Departmental Government Bodies, Education Institutions, and many Local Authorities. We have over 80 specialists in our public sector team Every one of whom is alert to the political, economic and reputational sensitivities our clients face. We work to protect the public purse We deliver excellent value for money through our competitive fee agreements, whilst also looking for more efficient ways in which to provide legal services, spreading cost risks and providing greater certainty and transparency. We know our clients are unique We believe in the work that public sector organisations do in enriching people’s lives, promoting sustainable economic growth and delivering a high quality public service. That’s why we get real satisfaction from partnering with our clients in the sector. The lawyers are fantastic: they’re easy to contact and approachable, and give helpful advice.

We are constantly improving and innovating We seek regular feedback from our clients and strive to continually improve our service. Our success is best measured by regular tender reappointments as incumbents.

Chambers & Partners

www.morton-fraser.com/publicsector


KEY TEAM MEMBERS

PARTNER & HEAD OF PUBLIC SECTOR Maggie Moodie 0131 247 1019

maggie.moodie@morton-fraser.com

PARTNER

PARTNER

PARTNER

PARTNER

Rory Alexander

Adrian Bell 0131 247 1113 adrian.bell@morton-fraser.com

Jenny Dickson 0131 247 1332

rory.alexander@morton-fraser.com

Nick Atkins 0131 247 1336 nick.atkins@morton-fraser.com

PARTNER

PARTNER

PARTNER

PARTNER

Amy Entwistle 0131 247 1283

Suzanne Hardie 0131 247 1325

David Hossack 0131 247 1024

Douglas Milne 0131 247 3181

suzanne.hardie@morton-fraser.com

david.hossack@morton-fraser.com

douglas.milne@morton-fraser.com

PARTNER EDUCATION

DIRECTOR OF PUBLIC LAW

ASSOCIATE

DIRECTOR OF KEY CLIENTS AND TENDERS

David Walker 0141 274 1146

Lynda Towers

Dr Julie Nixon 0131 247 1012 julie.nixon@morton-fraser.com

Ruth McCallister

0131 247 1114

amy.entwistle@morton-fraser.com

david.walker@morton-fraser.com www.morton-fraser.com/publicsector

0131 247 1068

lynda.towers@morton-fraser.com

jenny.dickson@morton-fraser.com

0131 247 1210

ruth.mccallister@morton-fraser.com


OUR GOVERNMENT SERVICE COVERS

GOVERNMENT

• AFFORDABLE HOUSING

OUR IN DEPTH UNDERSTANDING of what makes our Government clients different stems from our appointments such as the Ministry of Defence for over 20 years.

• AGRICULTURAL AND RURAL • CHARITY LAW • CONSTITUTIONAL AND PUBLIC LAW • CONTENTIOUS PROPERTY • DATA PROTECTION AND FREEDOM OF INFORMATION • DEBT RECOVERY • DEFENDER REPARATION • DEVELOPMENT, INFRASTRUCTURE AND REGENERATION • EMPLOYMENT • ENVIRONMENT • FRAUD & FINANCIAL CRIME

Through working with these clients we have gained invaluable experience across the firm of what makes Government a unique client, with quite distinct requirements to other public bodies. We have tailored our service to meet these requirements. Our advice will always take into account the political sensitivities that may arise in individual cases. We understand the need to ensure that a consistent approach is taken to overarching policies, and work hard to safeguard our clients’ reputations. Our entire team has gained invaluable insight into working with our Government clients. We know their teams, the relevant legislation and how they like to work. With increasing constraints on the public purse, we are keen to add value. We regularly provide free ad hoc advice, working collaboratively with Government clients as their “colleague down the corridor” and are happy to offer a view where detailed advice is not required.

• FUNDING/FINANCIAL INNOVATION • GOVERNANCE/ REGULATORY AND COMPLIANCE • HEALTH AND SAFETY • IMMIGRATION • INQUIRIES • COMMERCIALISATION OF INTELLECTUAL PROPERTY • JOINT VENTURES/SHARED SERVICES • LICENSING

PARTNER

• LITIGATION AND MEDIATION • PROCUREMENT • REAL ESTATE AND ASSET MANAGEMENT • RENEWABLES • STATE AID

Maggie Moodie

0131 247 1019 maggie.moodie@morton-fraser.com

www.morton-fraser.com/government

OUR ENGAGED AND KNOWLEDGEABLE PEOPLE, OUR STRENGTH IN RESOURCE, AND OUR IT SYSTEMS ARE ALL KEY IN ENSURING WE OPERATE EFFICIENTLY. THIS ALLOWS US TO DEAL WITH VOLUME INSTRUCTIONS AND COMPLEX LEGAL ISSUES WHILST PROVIDING SERVICES OF THE HIGHEST QUALITY AND VALUE FOR MONEY.


OUR LOCAL GOVERNMENT SERVICE COVERS

LOCAL GOVERNMENT LOCAL GOVERNMENT ARE FACING IMMENSE FINANCIAL PRESSURES with unprecedented levels of savings being

• AFFORDABLE HOUSING • CONSTITUTIONAL AND PUBLIC LAW • CONTENTIOUS PROPERTY • DATA PROTECTION AND FREEDOM OF INFORMATION • DEBT RECOVERY • DEFENDER REPARATION • DEVELOPMENT, INFRASTRUCTURE AND REGENERATION • EMPLOYMENT • ENVIRONMENT • FRAUD AND FINANCIAL CRIME • GOVERNANCE/ REGULATORY AND COMPLIANCE • HEALTH AND SAFETY • COMMERCIALISATION OF INTELLECTUAL PROPERTY

required. At the same time there is an unrelenting demand for services to support an ageing population, and in this context Local Government decisions made over the next few years will have to be managed closely and responsibly. When providing legal and strategic advice our longstanding relationships with our Local Authority clients allow us to demonstrate an unrivalled understanding of the political, social and commercial challenges that they face. We always ensure that our proposed pricing is sustainable and realistic, demonstrating best value for the service being delivered. We are proud to act for a number of Local Authorities, including the City of Edinburgh Council, Aberdeen City Council, Aberdeenshire Council, The Moray Council, Stirling Council, Glasgow City Council, and Orkney Islands Council. Rory Alexander leads our team. He previously headed up the in-house legal team at the City of Edinburgh Council and is recognised as a “public sector expert” and “thought leader in the field” by the Legal 500. We are one of the very few firms which has significant experience in advising Local Authorities right across their varied service areas, from corporate structures to delivering shared services, all the way through to highly sensitive child care matters. Due to this depth and range of experience, we have attracted significant clients and high profile instructions from Local Authorities. We are very much treated as a trusted partner and extension of their in-house legal team. We are ranked in tier one for Local Government in Legal 500. We have specialists across a wide spectrum of relevant legal areas with extensive experience of handling high value and highly sensitive matters.

• JOINT VENTURES/SHARED SERVICES • LICENSING • LITIGATION AND MEDIATION (INCLUDING CHILD CARE)

PARTNER

• PLANNING AND TRANSPORTATION • PROCUREMENT • STATE AID

Rory Alexander

0131 247 1114 rory.alexander@morton-fraser.com www.morton-fraser.com/localauthorities

HAVING LAWYERS IN OUR TEAM WHO HAVE WORKED IN–HOUSE AT LOCAL AUTHORITIES GIVES US A UNIQUE INSIGHT INTO OUR CLIENTS’ NEEDS.

… advice is always couched in strategic terms, taking due account of commercial, political and reputational risks. A distinct advantage that the public sector team at Morton Fraser enjoys is that many of its lawyers have an in house public sector background. They therefore instinctively understand the internal pressures and demands which we are seeking to manage. Kevin McKee, Senior, Legal Manager, The City of Edinburgh Council


OUR EDUCATION SERVICE COVERS

EDUCATION

• CHARITY LAW

SCOTLAND’S EDUCATION SECTOR CONTINUES TO EVOLVE to meet the needs of all age groups against a background of tight budgetary constraints. Our Education team is recognised as a leading practice in the Chambers and Legal 500 legal directories with substantial experience acting for state and private schools as well as colleges and universities.

• COMMERCIALISATION OF INTELLECTUAL PROPERTY • CONTENTIOUS PROPERTY • CORPORATE SUPPORT FOR SPIN OUTS • DATA PROTECTION AND FREEDOM OF INFORMATION • DEBT RECOVERY • DEFENDER REPARATION • EMPLOYMENT • ENVIRONMENT • FUNDING/FINANCIAL INNOVATION

The services we provide are truly diverse. These range from advising Councils on projects forming part of the Scottish Government’s £1.8 billion “Schools for the Future” programme to defending court appeals by parents whose choice of school for their child has been refused. In the Further/Higher Education sector a large specialist team advised on the only merger between Further and Higher education institutions which involved unique regulatory and governance issues. We act for the SRUC, an institution of higher education on a full service basis and a leading university on specific employment law issues. We have also been advising on a number of university related commercialisation programmes in respect to intellectual property, commercial contracts and corporate matters. We are a partner of Strathclyde Entrepreneurial Network which supports innovation at the University of Strathclyde.

• GOVERNANCE/ REGULATORY AND COMPLIANCE • HEALTH AND SAFETY • IMMIGRATION • JOINT VENTURES/SHARED SERVICES • LICENSING • LITIGATION AND MEDIATION • PROCUREMENT • REAL ESTATE AND ASSET MANAGEMENT • STATE AID • STUDENT ISSUES

PARTNER

David Walker 0141 274 1146 david.walker@morton-fraser.com www.morton-fraser.com/education

WITH ALL THE WORK WE UNDERTAKE WE DRAFT DOCUMENTS AND LETTERS IN SIMPLE APPROPRIATE LANGUAGE AND PROVIDE CLEAR, UNEQUIVOCAL ADVICE ON THE OPTIONS, THE RISKS AND LIKELY COST IMPLICATIONS OF ANY PROPOSED ACTION.


OUR PUBLIC SECTOR PARTNERS SERVICE COVERS

PUBLIC SECTOR PARTNERS

• AFFORDABLE HOUSING • AGRICULTURAL AND RURAL • CHARITY LAW • COMMERCIALISATION OF INTELLECTUAL PROPERTY

WE ARE PROUD TO ACT FOR A WIDE VARIETY OF PUBLIC SECTOR CLIENTS and those organisations that support

• CONSTITUTIONAL AND PUBLIC LAW • CONTENTIOUS PROPERTY • DEBT RECOVERY • DEFENDER REPARATION • DEVELOPMENT, INFRASTRUCTURE AND REGENERATION • EMPLOYMENT • ENVIRONMENT • FRAUD/FINANCIAL CRIME • FUNDING AND FINANCIAL INNOVATION • HEALTH AND SAFETY • IMMIGRATION • JOINT VENTURES/SHARED SERVICES • LICENSING • LITIGATION AND MEDIATION • PROCUREMENT • REAL ESTATE AND ASSET MANAGEMENT

them in delivering their public service functions. This includes non-departmental organisations of the Scottish Government, such as Quality Meat Scotland and Scottish Canals, as well as regulators such as SEPA, partner organisations (including Registered Social Landlords), third sector partners, publicly owned companies and joint ventures in the public interest. Working in the public sector for decades, our team has in-depth experience and insight into working with public sector clients. We understand the policies and regulatory constraints which apply and help clients act within those. We work closely with our clients to offer a bespoke Client Relationship Management service, building solid relationships and understanding our clients’ needs, ensuring that we exceed our clients’ expectations and delivering services in the way that our clients want. With over 80 specialists, our public sector team provides advice across a wide range of legal services. But we do more than that. With increasing constraints on the public purse, we are passionate about providing demonstrable value to our clients. We regularly provide free ad hoc advice, working collaboratively with clients as their “colleague down the corridor”, giving a view where detailed advice is unnecessary. As part of our offering we often provide secondees and free training across a range of relevant topics. Secondments not only help our clients - they help us. They allow us to get to the heart of our clients’ culture and help build long-lasting, meaningful relationships.

• RENEWABLES • STATE AID

PARTNER

Suzanne Hardie 0131 247 1325

suzanne.hardie@morton-fraser.com www.morton-fraser.com/publicsector

AN AGREED ANNUAL ALLOWANCE OF FREE AD HOC ADVICE, TRAINING, USE OF OUR FACILITIES FOR MEETINGS OR ENTERTAINMENT, SECONDEES AND REGULAR REVIEW MEETINGS ARE JUST SOME OF THE WAYS IN WHICH WE ADD VALUE FOR OUR CLIENTS.

Highly recommended as a responsive and skilled legal support. Scottish Canals


OUR COMMUNITY #MFOOTPRINT WORKING TOGETHER, TOWARDS A BETTER FUTURE.

We’re committed to ensuring we attain our business objectives by operating and behaving in ways that benefit our employees, the community and the wider environment. We created our Giving Something Back forum to provide a focal point for our community activities. Here you’ll find partners and staff working together in support of charities, the environment and the wider community. Charities We provide support to a number of charities in a variety of ways. We donate money and get actively involved in fundraising through various events and activities. We also offer legal advice to some charities. Each year our employees select a principal charity for the year. In 2019, we’re delighted to be working with Social Bite. The Morton Fraser Charitable Trust was established in 1985 to allow people owning or inheriting assets which they did not wish to retain but which would be difficult to realise the opportunity to donate them to charity. Donations are made from the Trust annually to charities whose main purpose is one of the following: care of the elderly, benefit of young persons, medical research or the provision of education. Pro Bono Activities Our pro bono work supports a range of activities and institutions. From providing legal advice to the third sector, individuals sitting on a Board, or getting involved in community causes and events, our people provide a helping hand to those people and places that need it. We also support the Citizens’ Advice Bureau with solicitor advisors, and provide meeting facilities to charity clients.

www.morton-fraser.com/about-us/social-responsibility


Diversity and Inclusion We have robust policies, excellent role models and a supportive culture that helps deliver inclusion, diversity and equality. We consider all forms of discrimination to be unacceptable and strive to be an inclusive organisation where every individual is treated with respect and dignity. We view a diverse workforce as a positive contribution to our business. Environment We make every effort to limit the environmental impact of our business and we have a range of initiatives in place to achieve this, such as providing extensive recycling facilities, implementing paperlight working procedures, and encouraging the use of walking, cycling, and public transport for both commuting and business trips. Social Mobility and Education Celebrating diversity, and operating in an inclusive manner are core elements to ensuring we remain a successful firm. We know that for our business to thrive and for us to reach our ambitions, we depend on having diverse talent with a range of backgrounds, skills and capabilities. We view diversity as one of the key enablers that helps our business to grow and our values, purpose and standards set the conditions for us to respect the unique contribution each person brings. Many of our lawyers are involved in mentoring those who seek to be the best they can be. We also support a number of educational institutions through tutoring, lecturing and examining. Fair Pay Consistent with creating a ‘great place to work’ we pay all of our employees the ‘living wage’ as a minimum. We have a strong commitment to developing Scotland’s Young Workforce and have recruited 10 apprentices across a range of disciplines over the last 12 months (representing approximately 4% of our workforce). Together with our approach to the recruitment and development of talent from as wide a base as possible we believe our workforce is beginning to reflect the population we serve. .

www.morton-fraser.com/about-us/social-responsibility


Recognised in the Sunday Times 100 Best Companies to Work For 2019

Morton Fraser is a growing, Scottish independent law firm, delivering clear advice to businesses, the public sector, individuals and families.

MAKE CONTACT For any of these services please contact us.

Edinburgh: 0131 247 1000

@

Glasgow: 0141 274 1100 info@morton-fraser.com

• The contents of this document are for information only and are not intended to be construed as legal advice and should not be treated as a substitute for specific advice. Morton Fraser accepts no responsibility for the content of any third party website to which this document refers. Morton Fraser LLP is authorised and regulated by the Financial Conduct Authority.

www.morton-fraser.com

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