Pensions

Anna advises clients who operate or sponsor occupational pension schemes, with a particular expertise in defined benefit schemes.

Her current focus is on various stages of the DB journey to ultimate winding-up, involving both assets and liabilities. This encompasses benefit specifications and scheme documentation exercises, holistic reality checks on benefit structure to ensure a sound foundation for future administration, and liability management of all kinds with or without member consent (including GMP conversion). She has long experience with bulk purchase annuity transactions, remedial action on a ‘self-help’ basis, winding up and trustee protection. On the asset side, she has dealt with many funding and security negotiations, including contingent assets and funding agreements, and dealing with surplus. Anna advises a number of DB schemes from very large to very small on these issues, as well as ongoing compliance, governance, risk management and strategic planning.

Anna has helped clients work through all the significant pensions legal and regulatory developments as they have unfolded over time. Anna also has experience with many scheme mergers, demergers, and the pensions aspects of corporate transactions at UK and international levels.

Keble College, University of Oxford (BA, Law)