Pension freedoms have opened defined benefit members’ eyes to the mouth-watering transfer values currently on offer if they give up their guaranteed benefits and move to a defined contribution scheme....
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.
is a dedicated, specialist firm of pension lawyers. We focus entirely on workplace pension schemes.
is to provide top quality, value-for-money legal services to those responsible for running workplace pension schemes, and thereby to help schemes deliver the promised benefits to members.
is to employ pension lawyers and staff with top-quality experience and enable them to work in a modern way, operating on a bespoke, lean and adaptable platform.