Jo works collaboratively with sponsors to create a sensible strategy for schemes with all levels of funding and covenant, from fully funded to distressed. She has broad experience of all types of liability-management exercises, buy ins and buy outs, move to Master Trust, and complex funding arrangements and benefit structures.
Jo is our restructuring lead, with particular expertise where the corporate sponsor is undergoing significant change, such as a takeover of the publically listed sponsor, the sale of a business in an asset backed funding arrangement or the payment of a material dividend.
Jo read Classics and Modern Languages at Somerville College, Oxford. She practised for 12 years as a City pensions lawyer, and then in-house at a £26bn scheme as a pensions strategy and policy expert before becoming a Trustee.
She is an associate of the PMI, a member of the APPT and has previously been on the Board of the PMIs London committee. Jo frequently speaks at industry conferences.
“It is extraordinary that Jo and her Ross Trustees team earned the support of the Trustee group in such a short time. Five months ago we had no idea what a good professional trustee could do for us, but now we clearly do.”Consultant, UK Pension Scheme
“I would like to say how much I enjoyed working for you during your time as Chair of the Trustees … you were stunningly successful during a complex and stressful negotiation to settle the new pension arrangements. That you remained calm and controlled despite negotiations in the early hours was remarkable.” Trustee, UK Pension Scheme
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