Kate has many years of experience advising trustees and employers in relation to all aspects of pensions law. She has advised them on scheme mergers and benefit changes including closure to new entrants and to further accrual. Kate has also been involved in a number of liability management exercises to help schemes look more attractive to insurers as well as offering members opportunities to reshape their benefits.
She has also been involved in projects to transfer DC benefits from hybrid schemes to master trusts and more recently Kate has also advised trustees on asset backed funding agreements, LDI investment and buy-ins and buy-outs.
Kate has also worked on multi-jurisdictional corporate transactions and restructurings including for distressed companies. She has also supported central government on significant outsourcing projects including one that resulted in the first private sector provider participating in the Civil Service Pension Scheme, as well as contractors participating in public sector schemes and the Railways Pension Scheme.
Rowe & Maw, Articled Clerk: 1987; Ashurst, Solicitor: 1990-1991; Simpson Curtis (now Pinsent Masons), Solicitor: 1992-1994; DLA Piper, Solicitor: 1995-2000, Partner: 2000-2017; ARC Pensions Law, Partner: 2017-present.
Association of Pension Lawyers; Pensions and Lifetime Savings Association.