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A partner at Isio, I head up our M&A team and our Covenant team where I can utilise my significant experience gained on successfully resolved pension situations to advice my current clients. Every situation is different in M&A and Covenant work requiring me and my teams to make bespoke investigations to provide the best advice to our clients across a wide array of situations. I develop solutions to add value to employers and improve security for members benefits.

I have been working on many of the most complex, high profile pension issues and their solutions for the last 20 years. Collaborating to develop solutions that work for trustees, employers and scheme members is what motivates me.

Paul Geeson

Partner

I like to ensure that we take a pragmatic and pro-active approach with my clients on transactions and covenant related situations.  Ensuring our focus is on advice that can add value and make a meaningful positive change to a situation is very important to me. I understand that my clients want and need advice and guidance to help them through the complex pension covenant and transaction process.  My teams make sure our reports deliver this and then help with the practical steps to implement solutions working closely with other key advisers such as lawyers and bankers.

In difficult situations our clients, both Trustee and Company know that we have the right experience to manage them through the impact of regulation and regulatory review.  Through our extensive experience my teams and I know how to engage and work with the TPR and the PPF in unexpected situations to manage interactions and guide positive outcomes.

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