Heather is an experienced pensions partner advising employers, trustees, actuaries, accountants and other legal specialists and firms on all aspects of pensions matters relating to occupational and personal pension arrangements, both contract and trust based.
Her style is proactive, focusing on a thorough understanding of all the issues whilst developing pragmatic solutions to reach manageable and long term outcomes. She has a strong understanding of the issues and obligations of both employers and trustees when dealing with pension matters.
Recent work undertaken by Heather includes:
advising clients on corporate transactions involving reorganisations on cross border sales and acquisitions;
advising an employer on its auto-enrolment duties and communicating with its members and employees effectively and in accordance with the auto-enrolment regime;
providing independent advice to employers on employment issues relating to pensions, including executive terminations and also advising on contractual issues relating to pensions and interpretation;
advising the trustees of a pension plan on the buy-out of their scheme involving contract drafting, confirmation as to benefit entitlements, advice on GMP equalisation and other data issues, member communications and trustee indemnity protections;
attending regular trustee meetings and advising on an ongoing basis on scheme management for trustees;