I advise on a broad range of pensions issues for both trustee and employer clients relating to DB and DC pension arrangements.
This includes various day-to-day areas such as scheme governance queries that arise in the course of scheme administration, drafting and interpreting scheme documentation, drafting member communications, and trustee training.
I also have experience with various pension-related projects, including advising on various mechanisms of risk transfer – particularly in regards to buy-ins and buy-outs; GMP exercises – from reconciliation to equalisation; preparing clients and scheme policy documentation for the requirements of TPR’s General Code of practice; and assisting clients with getting ‘pension dashboard ready’.
My recent experience includes:
Qualified: 2020, England and Wales
Joined Sackers: 2022