I advise trustees and employers on a broad range of pensions issues concerning both DB and DC arrangements. I have a strong focus on ongoing trustee advisory work, aiming to provide clear advice with a focus on pragmatic solutions.

My experience includes advising on day-to-day queries, the interpretation of legislation and governing documentation, transfers to master trust arrangements, derisking exercises, and the pensions aspects of corporate transactions, particularly the operation of section 75 and ways to manage employer debts. I also provide training for trustees on the latest legal developments.

I have a particular interest in good scheme governance and pensions dashboards-related issues.

Recent experience

• drafting and reviewing pension scheme documentation, including trust deeds and rules and articles of association of trustee companies
• advising trustees on issues arising from errors in the drafting of historic documentation
• advising on moves to buy-out and winding-up, including member communications and the application of scheme surpluses
• advising on complex benefits queries, including the application of GMP underpins and the impact of the abolition of the lifetime allowance
• assisting with scheme administration transitions
• advising in relation to pension schemes’ connection to the dashboards ecosystem
• assisting clients with GMP equalisation projects.

Qualified: 2021, England and Wales

Joined Sackers: 2023