Pensions Experience
Railways Pension Scheme
Advising a number of train operating companies on the Railways Pension Scheme in the context of new franchises
A T & T ISTEL Pension Plan
Advising the Trustees of the A T & T ISTEL Pension Plan
London Stock Exchange
Advising in relation to share incentive issues on a company's admission to the main market of the London Stock Exchange.
PACCAR UK Pension Plan
Acting as lead advisor on the merger of three schemes, Leyland Trucks Pension Scheme, the DAF Trucks Pension Scheme and the Foden Pension Scheme, into a merged ongoing scheme called the PACCAR UK Pension Plan
Rok Retirement Benefits Scheme
Advising on the restructuring of the Rok Retirement Benefits Scheme
Lucent Technologies Retirement Benefits Plan
Advising the Lucent Technologies Retirement Benefits Plan
Western Power Distribution
Continued work for Western Power Distribution across all of its pensions arrangements
First UK Bus Pension Scheme
Establishing the First UK Bus Pension Scheme, a national final salary/CARE scheme
QinetiQ Pension Scheme
Advising the QinetiQ Pension Scheme
PPF assessment
Handling seven schemes through PPF assessment
New funding standard
Appointed to a number of ongoing schemes in advance of the new funding standard, to agree assumptions with the employer and manage conflicts of interest
Pensions Regulator
Bulk appointments made by the Pensions Regulator for orphan schemes
High profile Senior Executive
Advising in relation to incentives aspects of high profile Senior Executive terminations.
Large listed PLC
Establishing a Share Incentive Plan and SAYE Scheme for a large listed PLC.
Senior Executives
Designing and implementing an unapproved arrangement involving the issue of flowering shares to Senior Executives.
AIM listed clients
Advising several AIM listed clients on their long term incentive plans and connected employee benefit trusts.
High growth start up companies
Implementing and advising on Enterprise Management Incentives (EMI) for numerous high growth start up companies.