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Amy Davies

PSL

About

Amy is a senior associate in the firm’s Pensions and Lifetime Savings team, having joined the firm in 2012 as a trainee and qualifying into the team in 2014. She has a breadth of experience across all issues affecting occupational pension schemes, with a particular focus on endgame solutions for schemes, identifying and managing complex benefit issues, and efficiently dealing with funding surplus.

Amy also supports employers in understanding and managing their automatic enrolment obligations.

Alongside her pensions expertise, she is a passionate advocate for equality, diversity and inclusion across both the legal sector and the pensions industry, with a focus on financial inclusion and the participation of under-represented groups in decision-making roles. She is chair of the firm’s disability network, BEnabled, and is actively involved in D&I initiatives both inside and outside the firm.

Experience

Defined benefit schemes: Advising complex defined benefit schemes with surplus assets on buy-in, buy-out and winding up, balancing trustees’ fiduciary duties with broader commercial objectives.
Bulk transfers: Advising on bulk transfers to master trust arrangements, for both defined benefit and defined contribution arrangements.
Enrolment obligations: Helping employers understand and meet their automatic enrolment obligations, including re-enrolment exercises and implementing changes to existing arrangements.
Complex benefit structures: Analysing and advising on complex benefit structures and potential past administrative and governance errors, and helping employers and trustees to find pragmatic solutions.
Trustees and employers: Advising trustees and employers on diversity, inclusion and accessibility issues in respect of their pensions arrangements, governance and communications.