I advise trustees, employers and providers on a wide range of pensions issues, covering both DB and DC arrangements.

My experience includes:

  • advising trustees on the de-risking journey, including due diligence on complex benefit structures, reviewing benefit specifications and preparing the approach to the insurer market
  • advising on the move to buy-out and wind-up, including surplus considerations, member communications and future trustee protections
  • supporting trustees with various governance duties and obligations
  • advising providers and trustees on investment governance and associated reporting requirements
  • drafting, reviewing and negotiating a wide range of pensions documents
  • advising employers in relation to auto-enrolment obligations and contribution monitoring duties

Joined Sackers: 2026

Qualified: 2022, England and Wales

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