Jonathan has experience providing advice to trustees and sponsors of defined benefit (DB) pension schemes on a wide variety of issues.
He works primarily with trustees of DB schemes, providing actuarial advice on the cost of funding benefits, terms for setting members’ benefits, management of risk, and a wide range of other issues surrounding the running of DB schemes. He has experience of working with a wide range of UK businesses, and overseas parent companies, and their defined benefit schemes.
Jonathan is also a member of the firm's Pensions Actuarial Technical Committee which carries out research and provides technical support across the firm.
Significant experience:
- advice to trustee and employer clients on scheme funding and valuations
- advice to employers on accounting issues
- advice to trustees on general pensions issues, including factor reviews, regular updates and maintaining expertise on current pensions issues
- setting and implementing trigger-based de-risking strategies enabling trustees to meet their long-term funding objectives
