I am a pensions lawyer with over 20 years’ experience, advising employer and trustee clients in a variety of industry sectors. I support a number of Sackers’ trustee clients on the full range of “business as usual” issues, such as complex questions on pensions tax, member benefit questions, compliance with new legislation and drafting scheme documentation.

My recent project work has included advice on scheme mergers and buy-ins, including considerations around surplus.

Recent experience

• the legal aspects of valuations and funding agreements.
• DB scheme mergers on a segregated and unsegregated basis
• the trigger of s.75 debts and proposals to manage those debts
• buy-in readiness projects, including detailed work on benefit specifications and due diligence
• changes to benefit structures including salary capping, changing to CARE accrual and closing schemes to future accrual
• pension administration outsourcing projects and negotiating contracts
• transfer-out of DC benefits to DC master trusts.
• drafting settlement agreement documentation for the resolution of a complex pensions dispute.

Qualified: 2006, England and Wales

Joined Sackers: 2011

Became partner: 2019