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'.
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How I can help
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.
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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.
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