Privacy Policy


My main professional activity is professional trusteeship work for occupational schemes. I take an active role as trustee to several schemes - chairing trustee boards, participating in or chairing investment committee and common investment funds and (almost invariably) chairing the funding or valuation sub-committees. My client schemes include or have recently included:

  • Hybrid DC and DB schemes
  • Schemes with FTSE 100 sponsors
  • Common investment funds
  • Schemes registered in the UK and in the Republic of Ireland

My work has included the full range of trustee activities including:

  • Insurance buy-ins and buy-outs
  • Longevity hedging
  • Liability Driven (LDI) and Cash-flow Driven (CDI) investment strategies
  • Scheme wind-ups
  • Litigation disputes
  • Engagement with the Pensions Regulator

Client references are available if required. I am currently open to new trustee assignments – both paid roles and pro-bono charity roles.