I advise trustees on their investments, helping them to get the best return from their assets for the right level of risk. With 20+ years of experience as an actuary advising trustees, charities and companies, I enjoy advising a broad range of clients. My recent work includes advising trustees on:
- Responsible investment policy and how to address climate change risks
- Hedging pension scheme liabilities against interest rate and inflation risks
- Long-term investment strategy for the endowment of a £1billion+ charity
- Selection and implementation of a global infrastructure fund
- Insurance 'buy-in' of a pension scheme's retired population
Within LCP, I am a member of the Responsible Investment Group, with specific responsibility for 'Impact Investing'. I believe responsible investment (including good stewardship) are valuable components of the trustee toolkit. Done well, responsible investment will increase long-term returns and enable trustees to meet their objectives more successfully.
A passionate believer in applying capital for both financial and societal benefit; I am actively involved in growing the knowledge and understanding of impact investing through industry round tables, blogs and webinars.
If you distil everything about LCP down to one thing, it is 'I trust what they are telling us'.
Our latest thinking
How I can help
We help charities and endowments construct investment strategies and pick the right investment funds to both meet their financial objectives and be aligned with their missions.
Valuation of employee share plans and application of accounting standards can be complex. We advise clientsaccording to their needs, from advising on models and assumptions for in-house valuations, to developing bespoke financial models to value complex share options and everything in-between.
TransferLab is an advanced online data-scouting platform aimed at enhancing the player recruitment process for professional football organisations, including football clubs from around the world and player agencies.
We help you get your investment strategy right to ensure good member outcomes in your DB and DC schemes.
We help you make important investment decisions, and make sure that your investments are performing as you need them to.
We help clients identify, manage and monitor pensions risks in an integrated way.
We help our clients identify technological and data led solutions to solve the issues they face. From risk modelling for pension clients to providing insight to the energy market, we use the latest cutting-edge technology to help clients make better and more informed business decisions.