Pensions

Anna is a Partner at Arc Pensions Law and advises sponsors and trustees on all aspects of DB and DC arrangements, including governance, funding, benefit redesign, liability management exercises and scheme closures. She has extensive experience of negotiating commercial documentation, including third party administrator agreements.

In addition to advising DB arrangements, she has expertise in relation to DC arrangements and master trusts. Her work includes advising on investment options and without consent switches, asset security and value for money assessments, and regulatory compliance including charge cap and chair’s statement compliance. She advises schemes on dealings with the Pensions Regulator on all matters. In the field of master trusts, Anna has experience of setting up new DC master trusts and helping schemes through the authorisation process. She has worked both with master trusts exiting the market under the new legislation, and DC occupational schemes thinking about winding-up and transferring members into an ongoing master trust. She is a member of the DC Governance Group, that drafted the PLSA's 2020 template DC Chair's statement.

Her experience also extends to investment matters, including pooled funds, custody agreements, investment management agreements, and investment platform provider policies. Anna sat on the 2019 PLSA’s ESG and Stewardship Taskforce that created a practical ESG guide for trustees. She is a member of the PLSA's Voting and Implementation Statement Working Group, that has written an industry best practice guide to the new 2020 investment disclosure requirements.

Anna is a founding member of the Security of DC Assets Working Party, whose guide on asset security is supported by The Pensions Regulator, and a co-founder of NextGen, a new industry body established to promote and encourage the next generation of pension professionals.

Anna was recognised as ‘Lawyer of the Year’, at the Professional Pensions Women in Pensions Awards 2019 and was shortlisted again for this award in 2020.

King’s College London (LLB, Law)King’s College London (LLM, Law)