T: 020 3889 6331 |
E: Email Alex
Alex is a Director at Lincoln Pensions, having joined Lincoln Pensions in January 2017 from PwC’s covenant advisory practice. Alex is a qualified Chartered Accountant (ICAEW) and a Chartered Financial Analyst (CFA) charterholder.
His recent assignments include:
- Advising trustees on their covenant as part of a triennial valuation process, assisting them in negations with their sponsor, and helping to manage their engagement with the Pensions Regulator;
- Working with a UK sponsor to develop an innovative flexible funding arrangement which provides security for members, whilst reducing the risk of overfunding the scheme;
- Helping trustees to understand the impact of M&A activity on their employer covenant, options to mitigate the detriment caused to the covenant, and the consequences for the scheme’s longer-term journey plan
During 2015, Alex was seconded as a Business Analyst to the Pensions Regulator, reviewing completed triennial valuations, pro-active engagements, and clearance applications. Whilst there, he co-wrote the Pensions Regulator’s guidance on ‘Assessing and Monitoring the Employer Covenant’ which was released in 2015.
Alex is a member of the CFA UK’s Pensions Expert Panel.← Back to list