I am an experienced pensions lawyer with a particular focus on DC pensions. I have experience advising DC occupational pension schemes, master trusts, personal pension providers and IGCs. I also have experience advising hybrid schemes that provide both DC and DB benefits or where the benefits are hybrid in nature.

I advise on all aspects of day-to-day DC pensions advice from the setting up of new DC schemes, to their consolidation or winding-up.

I have a keen interest in DC policy and regulatory developments and frequently work closely with TPR, the FCA, the DWP and the PLSA on various policy and regulatory developments in the DC space.

Recent experience

  • “delinking” solutions for underpin benefits
  • DC bulk transfers to master trusts or intra-group pension arrangements
  • DC investment platform and administration transitions
  • advice on decumulation or “at retirement” solutions
  • master trust consolidation using Continuity Option 1
  • advising on the provision of member support, guidance and advice
  • large DC rectification projects
  • DC scheme wind-ups

Qualified: 2009, England and Wales

Joined Sackers: 2010