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Band 4
Provided by Katie Ivens
An experienced pensions partner with a strong track record of advising trustees and providers on complex pension matters, both DB and DC. Known for technical excellence, strong client relationship management and a pragmatic, outcomes-focussed mindset.
Joined Pinsent Masons LLP in 2007 as a Trainee Solicitor, joining the partnership in 2021.
Law Society of England and Wales.
Member of the Association of Pension Lawyers and presenter of the Introduction to DC session on the Introductory Course.
SPP CDC Committee member.
Chair and presenter of Pensions UK's Introduction to Trusteeship (Part 1).
Involved in preparing Pinsent Masons LLP responses to Government consultations (such as retirement CDC).
Co-author of the Pinsent Masons LLP DC Master Trust quarterly update.
Pinsent Masons LLP podcast speaker.
DC Master Trust / Product
Trustee adviser to three DC Master Trusts with AUM varying from £3bn to £30bn. Handles all types of business-as-usual queries.
Experienced in DC Master Trust consolidation, having advised on/in connection with four separate acquisitions and subsequent consolidation projects.
Advises various different DC Master Trust providers/scheme strategists on diverse matters such as proposition developments, the impact of legislative change and plans to achieve scale.
Has experience supporting SIPP operators, insurance companies and pension providers regarding product specifications/literature, T&Cs and engagement with FCA.
Advises a number of standalone DC/hybrid schemes, both those continuing to operate and those transitioning to DC Master Trust.
DB
Trustee adviser to a wide variety of DB schemes, ranging from £2bn+ in assets to several million.
Experienced in all types of business-as-usual queries e.g. scheme documentation, scheme funding, governance, disputes etc, as well as project work such as closure to accrual and mergers/de-mergers.
Advised on numerous risk transfer projects for schemes of all different sizes with the full range of insurance providers, including projects where residual risks cover was purchased.
Particular expertise in the use of Scottish Limited Partnerships as an asset-backed funding vehicle and advised on the first to involve IP rights.
England & Wales.
University of Oxford
BA Law
2003 - 2006
Pension Trustees
Pensions Risk Transfer
Pensions and Long Term Savings
Pension Funds
Trustees
DC
Provided by Chambers
Katie Ivens has a wealth of experience advising on defined benefit schemes. She also stands out for her knowledge of master trusts and regularly advises trustees in that space.