I have a wide range of experience advising trustees and employers on all kinds of pensions related matters, with an emphasis on investment issues. I have a particular interest in risk transfer transactions and have worked on them extensively, including, most recently, for EDS (£1.1bn) and United Utilities (£1.8bn).

Recent experience

  • buy-ins and buy-outs
  • scheme funding and covenant support issues
  • advising on the use of surplus (employer and trustee)
  • advising on LDI documentation encompassing both segregated IMAs and bespoke pooled fund structures
  • reviewing and negotiating fiduciary management/implemented consulting agreements with the key players in those markets
  • undertaking due diligence on a wide range of pooled funds including hedge funds, private equity and credit.

Qualified: 1999, England and Wales

Joined Sackers: 1999

Became partner: 2007