I am an experienced pensions lawyer, advising trustees and employers on a broad range of pension matters. I advise on issues including trustee duties and discretions, drafting scheme and member documentation, compliance with legislation and regulatory requirements, trustee governance, scheme funding and valuation negotiations.

I am a member of the Legislative and Parliamentary Committee of the APL.  I actively contribute to government consultations and enjoy the opportunity to be at the heart of the industry, helping to shape future legislation to best fit client needs.

Recent experience

  • advising three schemes with assets of around £5bn, which are governed by a common trustee board. The schemes include the DC auto-enrolment vehicle for employees which features a master trust “bolt on” decumulation arrangement
  • advising a sectionalised non-associated multi-employer scheme with over 100 participating employers
  • advising on the introduction of a common trustee board across five schemes with assets of £10bn+
  • advising on the implementation of GMP conversion at retirement for a £2bn+ open DB pension scheme and advising on the successful implementation of dual records GMP equalisation on an ongoing basis.

Qualified: 2008

Joined Sackers: 2008

Became partner: 2017