Alexandra Heggie

Senior Associate

Languages spoken
English | French

About Alexandra

Alexandra Heggie has more than 10 years of experience advising both individual and corporate trustees, as well as sponsoring employers on a wide range of issues facing occupational pension plans, covering both defined benefit and defined contribution arrangements. Her experience includes advising on pension scheme documentation and governance; pension scheme transfers, mergers and other restructurings; pension scheme risk transfers; data protection; investments and dealing with member queries and complaints.

Experience

  • Advising on pension scheme mergers and demergers, including a £1.2 billion pension plan demerger project involving the establishment of a common investment fund; more complex mergers involving more than two merging pension schemes; and advising on pension scheme sectionalisation/desectionalisation.
  • Advising on pension scheme buy-ins and buy-outs, involving pension schemes with assets ranging from under £10 million to over £1 billion.
  • Advising trustees and sponsoring employers on the process of moving to a commercial master trust provider to manage their past and future pension liabilities, involving both defined benefit and money purchase benefits.
  • Advising trustee clients on detailed reviews of their plan’s benefit specification and recommending proportionate steps to take where historical benefits paid in practice do not match the plan’s governing rules.
  • Advising trustee clients on day-to-day legal compliance and governance issues, including member queries and complaints; drafting and interpretation of pension plan documentation; and queries on data protection and other compliance areas.

Credentials

Education
  • College of Law, LL.B., L.P.C, 2010
  • College of Law, Graduate Diploma, Law, 2009
  • Durham University, B.A., Honors, 2008
Admissions
  • England and Wales, 2012

Expertise

Services
Pensions

Related insights

Publication

Pensions Life Hacks: Benefit Specifications – How Far Back Should We Go?

October 2023 | Europe

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