I provide experienced support to trustees, scheme managers and employers of DB and DC schemes in relation to ongoing scheme management, communications, regulatory requirements, and dealing with member complaints.

I also advise trustees or scheme sponsors in relation to projects, such as pension scheme mergers and transfers, derisking exercises, corporate changes, and scheme benefit restructurings (including closures to accrual and other liability management exercises).

A longstanding focus of interest is the campaign to detect and prevent pensions scams, and the conditions and processes for pension transfers generally.

Recent experience

  • buy-in and buy-out support for several schemes
  • advising scheme sponsors or trustees in relation to scheme funding and contingent arrangements, and in relation to the management of scheme liabilities in circumstances of corporate re-organisations and transactions
  • scheme closure proposals and implementation, and benefit redesign exercises
  • DC bulk transfers to master trusts
  • review of scheme transfer procedures and due diligence measures.

Qualified: 2008, England and Wales

Joined Sackers: 2008

Became partner: 2022