I have over 16 years’ experience advising trustees and employers in relation to DB, DC and hybrid schemes of different shapes and sizes and operating in a range of sectors.

I work closely with my trustee clients supporting them on the various day-to-day issues they face. This includes helping them respond to legal developments, reviewing member communications, interpreting scheme rules, advising on transfer requests, handling member complaints and queries, undertaking provider contract reviews and negotiations, and assisting with data breaches. I also assist with a range of scheme governance issues and activities including providing trustee training. I have a particular interest in member communications.

Recent experience

• scheme closures and mergers
• GMP Equalisation and conversion
• liability management exercises such as Pension Increase Exchanges and Bridging Pension Options
• buy-ins, buy-outs and scheme wind-ups
• rule reviews and updates.

Qualified: 2006, England and Wales

Joined Sackers: 2006

I am a mental health first aider.