Practical knowledge and experience across all issues affecting occupational pension schemes, in particular scheme changes, funding, equalisation, mergers, drafting/updating scheme documents and winding-up pension schemes and insolvency related work.
Graduate of Lancaster University. Spent 5 years at Prudential Pensions from 1994. Qualified at Pitmans. Joined 1999.
Barrow: Recovery of overpayments 3 June 2014
Cash or pension - Retirement benefit trends for high earners 16 September 2014
New definition of "money purchase benefits" 17 September 2014
Last man standing schemes 15 December 2014
Short service pension refunds to be abolished from October 2015 15 December 2014
New Requirements for the Chair of Trustees 27 March 2015
Stop Press: IBM/ Project Waltz Legal Proceedings 12 June 2015
Campden R.A. Pension Scheme – PO4579 – July 2015 17 September 2015
Abolition of short service refunds from 1 October 2015: rule amendments 17 September 2015
Provides excellent technical advice and is commercially aware.Chambers and Partners, 2016