I advise both trustees and employers on a wide range of pensions matters affecting their DB and DC pension arrangements.
I enjoy working closely with trustee clients and other advisers to provide seamless support on common issues affecting occupational pension schemes as well as more complex projects. This includes handling benefit and other member queries, transfers, dealing with member complaints, drafting scheme governing documents and communications, and checking compliance with legal and regulatory requirements.
I have a particular interest in trustee governance and former cross-border schemes and also regularly advise on buy-ins / buy-outs, bulk transfers and GMP equalisation and conversion.
Qualified: 2015, England and Wales
Joined Sackers: 2018