Steve is a member of the Pensions team. He has over 35 years’ experience of providing a documentation service for occupational pension schemes, including the drafting of:

  • trust deeds and rules for defined benefit, defined contribution and hybrid pension schemes;
  • all governing documents including deeds of amendment, deeds of appointment and/or retirement of trustees and deeds of participation of new employers; and
  • member booklets, announcements and notices.

Steve’s recent experience also includes advice to trustees and employers on the interpretation of schemes’ governing documentation, including powers and discretions, and on specific aspects of relevant pensions law such as age discrimination and equalisation.

Before joining Shoosmiths, Steve worked for the HR firm Mercer Limited in its Legal Consulting team from 2007-2012. Prior to that he worked in the pension scheme documents team at a leading insurer. He is an Associate of the Pensions Management Institute (APMI).

 

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