Alex handles a diverse case load of day to day pensions queries. For trustees this includes complex death benefit claims, queries on scheme documents, negotiating service provider contracts and guidance on trustee governance best practice. For employers this includes interpretation of the auto-enrolment requirements, advice on employment contracts and assisting with the pensions aspects of settlements.
Having the deep technical understanding and experience required within the pensions sector, Alex drafts all manner of pension documentation ranging from discrete deeds of amendment to complete scheme overhauls.
He handles and resolves complex pensions issues on corporate and pensions driven transactions. Alex also advises on the specialist aspects of public sector transactions, including the "fair deal" requirements. Alex works effectively as part of the client's broader transaction team to pinpoint red flag commercial issues quickly, suggest pragmatic solutions to them and manage any pensions risk proportionately.
Alex has experience working on contentious matters ranging from first stage member complaints to substantive litigation among pension scheme members, trustees, employers and professional advisers.