I advise trustee and employer clients on a broad range of pensions matters.

I have a strong focus on ongoing advisory work, as well as experience in de-risking projects, corporate transactions, and a Part 8 litigation case.

My recent experience includes:

• advising on a merger/bulk transfer within an industry-wide pension scheme and a bulk transfer to a DC master trust
• drafting or reviewing a broad range of pensions documentation, including: consolidated trust deeds and rules, flexible apportionment arrangements, information sharing protocols, statements of investment principles, and articles of association of trustee companies
• drafting and negotiating documentation in relation to setting up a secured escrow account to avoid a trapped surplus
• advising on a move to buy-out and winding-up, including: benefit augmentations, member communications, and documentation to facilitate winding-up and provide protection for the future
• advising on various member cases, such as those relating to late retirement and transfers out.

Qualified: 2021, England and Wales

Joined Sackers: 2025