I advise both trustees and employers across a broad spectrum of occupational pension arrangements, from large open DB schemes to Master Trusts and other DC arrangements. This work ranges from large projects and transactions through to discrete technical queries.

My experience includes advising on end-game solutions, de-risking transactions, scheme closures and a wide range of day-to-day governance and administration matters, as well as the interpretation of legislation and scheme documentation. I also have experience advising on data protection and pensions tax issues.

I have a particular interest in developments shaping the future of the pensions industry, including pensions dashboards, the use of AI and CDC schemes as well as wider innovation focused on improving member outcomes.

I am a member of the Society of Pension Professionals DB Committee and regularly contribute to industry discussions on emerging pensions policy issues.

Recent experience

• advising clients on AI, including AI governance frameworks, third party due diligence, data protection and cyber considerations and mitigating the potential risks of member use of AI
• advising a master trust on a merger with another master trust under Continuity Option 1
• advising a large employer client on the closure of its DB scheme
• advising in relation to a range of scheme buy-ins, buy-outs and wind-ups
• assisting clients with climate-related governance and reporting requirements, including the preparation of TCFD reports
• advising clients on data protection and cyber security issues, including the management of cyber incidents
• advising on GMP equalisation projects.

Qualified: 2017, England and Wales

Joined Sackers: 2018