I am an investments, finance and derivatives specialist, advising trustees, employers and providers. I have a particular interest in:

• derivatives over a broad range of asset classes
• risk transfer and insurance policies such as buy-ins and longevity swaps
• collateral and custody arrangements, securities lending and repurchase agreements
• manager appointments
• illiquid asset investment, secondary sales and purchases
• DC projects, including regulatory support on investment proposition development in the fast-evolving DC market

I advise on transactional work for the above as well as related regulations covering matters such as EMIR, financial collateral, market abuse, client money and FCA/PRA rules relevant to trustees’ and providers’ governance and investment matters.

Qualified: 2011, England and Wales

Joined Sackers: 2024