Joanne Tibbott

Jo is a partner in our pensions team and helps her trustee and employer clients navigate the complex world of pensions in a pragmatic and clear way.

She is based in our Birmingham office but works with clients (both defined benefit and defined contribution) across the UK and those with sponsors in different jurisdictions.

Jo's focus is on delivering excellent client service and building long-term relationships with her clients. She advises trustees of schemes in sectors ranging from financial services to the automotive sector. She also works with the boards of authorised master trusts.

She leads our DC Excellence team and chairs our firm's independent governance committee.

Jo is also a trustee of a local charity Molly Ollys Wishes. In her spare time she enjoys running, walking her Schnoodle Pepper and her favourite pastime - watching her children play sport.

Highlights

• Advising on the establishment of a new defined benefit scheme and the subsequent multi-billion pound transfer-in from another arrangement.
• Advising on all aspects of consolidation of a master trust with another arrangement including triggering events and continuity options, implementation strategy, communications and liaising with the Pensions Regulator;
• Advising a multi-billion pound scheme on the set up of a funding collateral pool as part of a complex negotiation with its sponsor;
• Advising several schemes on how to approach surplus sharing discussions with their sponsors and run-on v buy-in;