I advise trustees and employers on a wide range of DB and DC pensions issues.

My experience includes advising on derisking, GMP equalisation and rectification projects, pensions taxation issues, data protection, member disputes, as well as day-to-day pension administration queries. I also have experience advising in relation to cross-border transactional issues involving scheme sponsors.

I have a particular interest in helping pension scheme trustees navigate tricky legal areas to achieve the right result for their scheme. I enjoy getting to know our trustee clients and finding out what matters most to them when making decisions for their schemes.

Recent experience

  • assisting the trustees of a £1bn+ multi-section scheme with a historically acquisitive sponsor to prepare for a buy-in
  • advising the trustees of a FTSE 350 company’s pension scheme on their ongoing GMP equalisation project
  • advising trustees of a £7bn+ pension scheme on a full consolidation of their trust deed and rules
  • advising trustees of a £5bn+ pension scheme on the impact of the removal of the lifetime allowance on their high-earning members
  • advising the trustees of a major manufacturing business’ pension scheme following a cyber incident and data breach.

Qualified: 2021, England and Wales

Joined Sackers: 2022