Experience
Katie is an experienced pensions partner, advising trustees and employers in relation to defined benefit and defined contribution occupational pension schemes, as well as the trustees and scheme funders of DC master trusts. She has a wide range of experience on all types of pension issues, including benefit change projects, closures to future accrual, asset backed partnerships, corporate takeovers and master trust mergers and acquisitions, as well as day to day issues, such as rule amendments, IDRPs and investment changes.
She has a particular interest in providing training to trustees, both scheme specific and in conjunction with the Pensions and Lifetime Savings Association.
Client feedback describes Katie as "helpful, clear, proportionate, pragmatic, reliable, trustworthy, responsive".