I advise trustees and employers on a wide range of pensions matters for both DB and DC schemes. I have particular expertise in pensions taxation, public sector pensions and the complexities that arise with non-associated multi-employer schemes.

I have recently been assisting clients with preparing for and implementing risk transfers, governance reviews, monitoring cyber security risks and ongoing DC compliance.

I have an interest in the application of equality, diversity and inclusion in the pensions industry. I sit on the Education and Seminars Committee of the Association of Pension Lawyers and the Data and Research Team of the Pensions Equity Group.

Recent experience

  • buy-ins, buy-outs and winding-up pension schemes including issues relating to managing surplus assets
  • advising on issues relating to the annual allowance and lifetime allowance, fixed and enhanced protections and transitional ‘A day’ tax protections
  • benefit rectification exercises, including changes resulting from GMP reconciliation and GMP equalisation
  • issues arising from public sector outsourcing, fair deal and protected rights
  • offering and implementing DC retirement options.

Qualified: 2015, England and Wales

Joined Sackers: 2016