Anna advises sponsors and trustees on all aspects of DB and DC arrangements, including governance, funding, benefit redesign, scheme investments, liability management exercises, bulk annuity purchase transactions and scheme closures. In addition to this, she has extensive experience of negotiating contractual documentation, including third party administrator agreements, and advising trustees and employers on the practical implications of the GDPR.
She has particular expertise in relation to DC arrangements. Her recent work includes establishing industry wide master trusts and advising them on an ongoing basis, advising on investment option switches, assisting with asset security and value for money assessments, and advising on compliance with new statutory governance and charges standards. Anna is a member of the Security of Assets Working Party, whose guide on asset security is recommended by The Pensions Regulator.
Her experience also extends to investment matters, including pooled funds, custody agreements, investment management agreements, buy in/buy out contracts and investment platform provider policies.
Anna has spent time on secondment at both The Pensions Regulator and the Pension and Lifetime Savings Association and has sat on a number of industry working groups. She is a regular speaker and has spoken on topics such as preparing for the GDPR, asset security and value for money.
Anna is the current Chair of the Pensions and Lifetime Savings Association’s Legal Panel and sits on the Investment Committee of the Association of Pension Lawyers.