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:

• assisting on a high profile buy-in, including reviewing scheme documentation and drafting/negotiating contractual documentation
• advising on and drafting a consolidation of scheme rules
• advising on the bulk transfer of DC benefits to a master trust
• advising a trustee client on the requirements of TPR’s general code, and ensuring the schemes documentation aligns with the draft requirements
• conducting an Equality, Diversity and Inclusion review of a client’s scheme documentation
• negotiating service provider contracts, including data protection elements of commercial agreements.

Qualified: 2020, England and Wales

Joined Sackers: 2022