Key advisor to trustees and sponsors of defined benefit (DB) pension schemes, providing actuarial, consultancy and strategic advice on a wide variety of pensions issues. I enable my clients to understand, effectively manage and monitor their own pension scheme risks so they can meet member benefits in full as they ultimately target buyout or a “run-off” for their scheme.I lead the client relationships for my own portfolio of clients, covering the full range of pension scheme services. I have strong, effective and longstanding relationships with my clients and deliver tailored advice appropriate to each client to assist them in navigating their scheme’s financial journey. Significant experience of working with a wide range of UK businesses, overseas parent companies and their DB schemes, advising pension schemes ranging in size from £10 million to £1 billion.I am also Barnett Waddingham’s Sole Trustee Services Lead, regularly meeting the professional independent trustee firms to discuss Professional Corporate Sole Trustee (PCST) arrangements and ensuring our work with clients is aligned to the approaches needed for PCST cases.
Listed skills include Pensions, Defined Benefit, Actuarial Science, Investments, and 9 others.