I am a member of the finance and investment group and I advise trustees and employers on a variety of finance transactions and investment matters.

My practice is focused on contingent assets as an alternative funding solution for pension schemes. I have experience of various funding, covenant and security solutions for DB pension schemes including guarantees, charged account arrangements and legal mortgages over land.

I also advise on investment matters, most recently including pooled fund arrangements and fiduciary management agreements.

Recent experience

• advising on “look through” guarantees for the purposes of the DB funding code
• advising trustees and employers on escrow arrangements in connection with surplus concerns
• acting for trustee and employer clients in relation to liquidity loans from the employer to the trustee
• advising on multibillion longevity risk transfer transactions

Qualified: 2017, England and Wales

Joined Sackers: 2018