I have over 19 years’ experience advising trustee and employer clients on a wide range of pensions issues for both DC and DB schemes. I also have experience of advising insurance companies on their pension products. I lead the Sackers DB consolidation team and have a particular interest in DB and DC consolidation. I sat on the Association of Pension Lawyers’ Legislative and Parliamentary committee for three years, during which time I contributed to the APL’s work commenting on the draft master trust legislation and various aspects of liaison with HMRC regarding tax problems.

Recent experience

• advising on buy-ins and buy-outs
• advising a DB trustee client on an investigation by TPR into the approach taken to its actuarial valuation and potential regulatory action
• advising on bulk transfers to DC and DB master trusts
• advising DC master trusts on aspects of the authorisation process and their interaction with the Pensions Regulator on this, as well as on subsequent supervision by the Pensions Regulator
• providing ongoing advice to a large industry-wide non-associated multi-employer scheme
• advising schemes on GMP equalisation projects, both conversion and dual records methods
• advising on tax issues for pension schemes.

Qualified: 2004, England and Wales

Joined Sackers: 2010

Became partner: 2014

Testimonials

“They are very knowledgeable and approachable and they are good to bounce ideas off of back and forth with.” – Chambers UK CMI Report