I advise trustees, employers and providers on a wide range of pensions issues, covering both DB and DC arrangements.
My experience includes:
- advising trustees on the de-risking journey, including due diligence on complex benefit structures, reviewing benefit specifications and preparing the approach to the insurer market
- advising on the move to buy-out and wind-up, including surplus considerations, member communications and future trustee protections
- supporting trustees with various governance duties and obligations
- advising providers and trustees on investment governance and associated reporting requirements
- drafting, reviewing and negotiating a wide range of pensions documents
- advising employers in relation to auto-enrolment obligations and contribution monitoring duties
Joined Sackers: 2026
Qualified: 2022, England and Wales