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 and I have experience of various funding, covenant and security solutions for DB pension schemes including guarantees (with UK and overseas guarantors), charged account arrangements and legal mortgages over land.

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

Recent experience

• advising trustees in relation to liquidity facility arrangements in the midst of the LDI crisis
• advising trustees and employers on escrow arrangements in connection with surplus concerns
• advising on multibillion longevity risk transfer transactions.

Career:

Qualified: 2017, England and Wales

Joined Sackers: 2018