Susie joined the firm's pensions practice in 2004 and became a partner in 2012. Susie advises on a broad spectrum of pension matters with a particular focus on risk management transactions. She advises a broad range of trustees and employers on all issues affecting a pension scheme, including benefit changes, member options and liability management exercises, scheme valuations, mergers, employer insolvency and restructuring, PPF entry, automatic enrolment obligations, disputes and the operation of TPR’s regulatory powers.
Susie’s clients include schemes sponsored by the Association of British Foods, AWE (the Atomic Weapons Establishment), Bank of New York, Maersk, Sony, and Unilever.
Susie's recent work examples include advising:
- the trustee of the Nortel Networks UK Pension Plan on a £2.4 billion buy-out with Legal & General, covering around 15,500 pensioner members and 7,225 deferred members and allowing the plan to exit its 10-year Pension Protection Fund assessment period with surplus to enhance benefits
- the trustees of the Lehman Brothers Pension Scheme on all matters relating to the insolvency of the Lehman’s group, PPF assessment, the ground-breaking Financial Support Direction litigation (up to the Supreme Court) and on the settlement and the buy-out to secure all member benefits in full
- on a complex benefit restructuring exercise for a large DB scheme including re-shaping past service liabilities using the actuarial equivalence route
- the re-negotiation of the replacement security arrangements that would apply for a large scheme in the event of major corporate re-organisation the trustee of the AWE Pension Scheme on the closure of the scheme to all further benefit accrual
Susie is a longstanding member of the Legislative and Parliamentary Committee of the Association of Pension Lawyers. She is a regular speaker at Pensions industry events and conferences.
Susie is recognised in Legal 500 as one of the ‘Leading Individual’ pension advisers in the UK. The Legal 500 notes her advice is "always clear, pragmatic and timely". Chambers UK reports that she "is a very good communicator and she is proactive and pragmatic" and "she has an astonishing ability to hold an awful lot of complex information in her mind in one go, and distil it into pragmatic advice and approaches".