Steve is an actuary with wide ranging defined benefit (DB) pension advisory expertise. As well as being the appointed scheme actuary to a number of trustee clients, he also has experience in areas such as corporate consultancy, investment strategy review exercises, pension taxation and executive pension benefits.
His aim is to provide pragmatic and straightforward advice and to communicate complex subjects in a way that can be easily understood. Combined with his wide-ranging experience, this makes him the trusted adviser to a number of clients who want their pension arrangements to run quietly and competently, leaving them to focus on their key decision making responsibilities.
Steve sits on the firm’s Trustee Consulting Board, which is responsible for client service and future strategy for this practice area. He is also a past chairman of the firm's Pensions Actuarial Technical Committee, which carries out research and provides technical support across the firm.
Steve also has a particular focus on the charities and not-for-profit sector. Around half his scheme actuary clients are in the sector, and he has advised a large number of charities participating in sector-wide multi-employer pension arrangements.
- overseeing the full range of services provided to trustee boards, ensuring a joined-up approach in the day-to-day operation of pension schemes
- advice to trustees on integrated funding and investment strategies, including the implementation of appropriate de-risking frameworks
- assisting trustees in funding negotiations with their sponsoring employer and with the mitigation of sponsor covenant risks
- advice to charities and not-for-profit organisations participating in the Pensions Trust Growth Plan and other multi-employer pension arrangements