I have two main principles which I stick to when helping people on pensions:
1. Talk in English rather than 'Actuarial'; and
2. Get things done on time
Everything else becomes much simpler on the back of that. The companies I work with value the responsiveness and plain-speaking way I do things, and I hope it also makes working together more enjoyable at the same time.
As a leading member of LCP’s M&A Practice I also have significant experience advising buyers, sellers and trustees on the pensions aspects of corporate transactions and restructurings, including carrying out due diligence and providing negotiation support.
A measured approach in providing advice, which aims to satisfy the Trustee as a prerequisite, is balanced with considering the sponsors practical circumstances.
Our latest thinking
How I help clients
We provide individual and high quality actuarial advice, taking a collaborative approach between trustees, employer and advisers, to ensure a focus on good member outcomes.
Contingent funding approaches are rapidly becoming more widespread. They can be a great way to protect member benefits as well as the shareholders and other creditors of the sponsoring employer.
We help sponsors of pension schemes understand and manage the costs and risks associated with supporting their current and legacy pension schemes as well as other employee benefits.
We help you navigate the complex area of employee benefits and implement a successful strategy
We help you get your investment strategy right to ensure good member outcomes in your DB and DC schemes.
Our intuitive, real-time pensions technology allows you to see the information you need when you need it, helping you to make decisions.
We provide expert practical advice on the pensions issues involved when buying or selling businesses.
We work with you and your finance team to ensure that your ongoing statutory duties and compliance exercises are done quickly, efficiently and accurately.
We help pension scheme trustees and sponsors to determine the ultimate destination for their scheme and help them put together a plan to get there, including how to effectively manage the risks they face along the way.