Simon Taylor

Simon advises companies and their shareholders on defined benefit (DB) pension issues including liability and risk reduction exercises, scheme funding and financing and exit strategies.

He helps employers understand the risks inherent in their DB schemes and how these correlate with, and impact on, the employer’s wider business risks. This enables his clients to focus their spend on the areas of maximum benefit. This is particularly pertinent when looking at devising DB pension endgame strategies and developing a plan that dovetails with wider business investment and shareholder return requirements.

He also maintains particularly close links with the firms that provide advice to members looking to transfer from their DB schemes and works with them on member option exercises, both from a consultancy viewpoint and from the provision of the Appropriate Pension Transfer Analysis mandated by the FCA.