I am a pensions lawyer with over 16 years’ experience, advising employer and trustee clients in a variety of sectors on all aspects of pensions law. 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 managing employer debts, liability management exercises, buy-ins and benefit design changes.

I have a particular interest in pension scheme governance and I sit on the firm’s Governance Group.

Recent experience

• liability management exercises such as pension increase exchanges and transfer options
• the legal aspects of valuations and funding agreements.
• DB scheme mergers
• the trigger of s.75 debts and proposals to manage those debts
• buy-in and buy-out of pension liabilities including detailed work on benefit specifications
• 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 contract-based plans and DC master trusts.

Qualified: 2006, England and Wales

Joined Sackers: 2011

Became partner: 2019