Lucy Dunbar

England

Sacker & Partners LLP · Lucy advises trustees and employers on a wide range of defined benefit and defined contribution pensions issues, with particular experience in benefit change exercises. She has advised on exercises involving closure to future accrual, implementing pensionable pay caps and introducing new benefit structures, including advising employers on contractual changes and consultation exercises. More recently Lucy has also worked with a number of employer clients to implement their auto-enrolment proposals, including enrolment into both occupational and personal pension arrangements. Lucy has helped employers to categorise their workforce, draft employee communications, amend Scheme documentation and negotiate services agreements with outsourced providers. Lucy has been involved in a number of scheme mergers and corporate restructurings and enjoys working with trustees to resolve member disputes and discretionary benefit cases. Lucy takes a keen interest in pension tax issues and advises members of the public on behalf of TPAS.

England