Max-Ballad

Max Ballad

Legal Director

abigail-team-slider

Abigail Cohen

Associate

Rosalind-Connor-image

Rosalind Connor

Partner

Anna-Copestake-image

Anna Copestake

Partner

Nigel-Jones

Nigel Jones

Senior Associate

Jane-Kola

Jane Kola

Partner

Vikki-Masserano

Vikki Massarano

Partner

Sarah-Miller-image

Sarah Miller

Associate

Chris-Mullen2

Chris Mullen

Managing Partner

Kate-Payne

Kate Payne

Partner

Anna-Rogers-2

Anna Rogers

Senior Partner

Jon-Skelton

Jonathan Skelton

Finance Director

Aneliese-Sweeney

Aneliese Sweeney

Associate

Robert-Walker

Robert Walker

Senior Associate

Anne-Marie

Anne-Marie Winton

Partner

Kate-Payne

Kate Payne

Partner

+44 (0)113 467 8791

+44 (0)7971 142 385

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.

VAT and Pension Scheme Expenses for Defined Benefit Schemes

It is three and a half years since HM Revenue and Customs (“HMRC”) announced a change in their practice in relation to recoverability of VAT on pension scheme expenses. The reform allowed employers to recover VAT on investment, including administrative expenses associated with their defined benefit pension schemes. However, working out how to achieve this in the highly regulated world of pensions has proved to be a challenge for HMRC. It left employers unclear about how to achieve full recovery of VAT on investment expenses, which are normally one of the highest of the charges incurred by pension schemes....

Avoiding scams on pension transfers

The financial crisis led to the country becoming a low interest rate and low inflation economy. This had an inadvertent effect on most companies with defined benefit (“DB”) pension schemes; many schemes suffered a significant worsening in their funding as a result of low interest rates, with little prospect of any change in the medium term. ...

Our vision

is to provide the highest quality, specialist pensions law advice and support for those involved in running workplace pension schemes

Our strategy

is to attract talented, dynamic individuals who share our values and support them in giving their best to our clients

Our values

Teamwork, contribution, integrity and respect
are core to who we are