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 buy-ins and buy-outs and 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 and LDI investment.
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.
Kate is consistently ranked Band 1 for pensions in the Chambers UK Guide and continues to be recognised in The Legal 500 UK as a ‘Leading Individual’ for Pensions (Leeds).