I advise trustees and employers on a broad range of pensions issues across both DB and DC arrangements.

I help clients with the full range of issues that they encounter whilst running their arrangements. This includes assisting with scheme documentation, governance issues, member-related matters and data protection questions. I also regularly deliver training to trustee boards and in-house pensions teams.

I particularly enjoy helping clients with large projects and have particular experience of derisking transactions, winding-up pension schemes and GMP equalisation projects.

Recent experience

• advising trustees on (at the time) the largest ever bulk annuity transaction from pension schemes to an insurer in February 2023, insuring a total of £6.5bn of liabilities and securing the pensions of 40,000 members
• advising the trustees of a FTSE 100 company’s two pension schemes on their ongoing GMP rectification and equalisation projects
• assisting the trustees of a FTSE 100 company’s response to a cyber incident and data breach
• advising on a move to buy-out and winding-up, including considering member communications, benefit augmentations, updating scheme documentation and trustee protections
• completing a full review of the benefit structure of a large, multi-section scheme, with DB, CARE and DC Sections ahead of a transfer to a new systems provider
• working on initial phases of a risk transfer project including preparing and reviewing benefit specifications and possible benefit simplification exercises

Qualified: 2017, England and Wales

Joined Sackers: 2022