LCP Sonar benchmarks schemes by looking at financial data covering covenant, funding and investment risks, to see where they stack up compared to other pension schemes. Trustees can see the importance of considering a scheme’s risk profile as a whole, and understanding how these risks interact. It also highlights governance risk, with helpful actions in key governance areas to illustrate best practice.18 September 2018
I joined LCP in 2017 as a Consultant in LCP's rapidly growing Covenant Services practice.
Since qualifying as a Chartered Accountant with the ICAEW in 2015, I have been advising both trustees and sponsors of defined benefit pension schemes on a wide range of pension and strategy advice, predominantly helping my clients to understand their covenant.
Most notably, I have worked with a number of schemes with FTSE 100 and NASDAQ 100 sponsors and have helped their trustees assess the covenant impact of significant M&A situations and restructurings. I was also involved advising trustees in a recent regulatory anti-avoidance case that was settled with the Pensions Regulator (TPR).
I graduated with a Masters from Cambridge University and a MSc Actuarial Finance from Leeds Business School.
LCP have a practical way of looking at things and cut through the noise on essential issues.
How I can help
LCP Sonar, our risk profiling tool, benchmarks your scheme against other pension schemes, covering covenant, funding and investment risks. You can quickly see how your scheme’s risk profile compares to others and think about the key risks for you.Meet the experts
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