I am a finance and investment specialist with over 15 years’ experience in the pensions arena. I am the lead partner for a range of clients on both general pensions and investment and am frequently involved in project work.
I was drawn to risk transfer work because of the opportunity to take part in transactions with a range of managers, consultants and insurers. As buy-in, buy-out and other risk transfer options have become an increased priority for clients, I have developed a particular focus on these areas and have worked on some of the biggest projects in the market in recent years.
I am also a member of the firm’s Public Sector team, maintaining a strong Local Government Pension Scheme practice, and currently advise a number of administering authorities on their investment matters.
Recent experience
- assisting on the transfer of a multi-billion pound pension scheme’s assets to the government and the ongoing advice on the subsequent investment re-organisation
- demerger of a common investment vehicle for pension scheme involving the establishment of a single investment structure for ongoing activities
- a number of large longevity swap transactions involving multi-million pound bespoke derivatives transactions and multiple secured collateral arrangements
- advising employer on custody and related security structure for trustee “escrow” style contingent asset
- a range of contingent asset arrangements including “type A” PPF guarantees, including the re-certification of such guarantees for PPF purposes
- establishment and appointment of an overseas manager in a new “fund of one” structure
- negotiation of fund documentation including alternative structures
- investment management, stock lending and custody agreements
- fiduciary management and delegated consulting products, having advised on around 20 such appointments over the last five years
- ISDA and GMRA documentation
- environmental, social and governance issues in investing.
Qualified: 2004, England and Wales
Joined Sackers: 2006
Made partner: 2017
