I advise trustees and employers on a wide range of pensions matters for both DB, DC and hybrid schemes of all sizes. I work with clients across a number of industries and sectors, supporting them on the various day-to-day challenges that arise.

My experience includes advising on risk transfer projects, the closure of final salary pension schemes to future accrual, data protection and DC bulk transfers to master trusts. I also assist clients with negotiating provider contracts, advising on the interpretation of and changes to scheme rules, drafting member communications and providing assistance with general governance issues.

I particularly enjoy getting to know my clients to ensure our advice is tailored to fit with their specific objectives and delivering bespoke trustee training to help clients respond to legal developments against that backdrop.

Recent experience

  • advising on buy-ins, buy-outs and liability management exercises
  • advising on the operation of section 75 and ways to manage debts (including drafting flexible apportionment arrangements)
  • advising on pensions-related aspects of corporate transactions and TPR’s moral hazard regime
  • supporting trustees with GMP rectification and equalisation projects (including any resulting benefit rectification exercises)
  • advising in relation to member disputes.

Qualified: 2017, England and Wales

Joined Sackers: 2022