Jonathan joined Shoosmiths in April 2017 having trained at Pitmans Law (now Broadfield) and following a 22 year career in retail/IT. Jonathan advises employers and trustees on the law relating to occupational pension schemes. Jonathan's recent experience:

• Risk transfer projects including: document analysis and preparation, reviewing insurer terms and conditions and guiding schemes through post buy-in actions to winding up.
• Advice on scheme surpluses and supporting trustees on legal issues arising out of negotiations with scheme sponsors.
• Pensions aspects of corporate transactions, with a focus on automatic enrolment compliance.
• Supporting employers with automatic enrolment, rectifying past problems and ensuring future compliance.
• Internal dispute resolution procedure and ombudsman cases on a wide range of disputes including a challenge by a member on pension increases and benefit misquotes.
• Providing advice and support on benefit rectification issues, including initial investigations and advice on historic processes and benefits, reviewing member communications and advising on the treatment of under- and over-payments.

Jonathan is a member of the Association of Pension Lawyers.

Education:

LLB in Law (1^st Class Honours) (Open University)

Legal Practice Course (Distinction) (College of Law)

LLM in Professional Legal Practice (Commendation) (University of Law)