Kate advises trustees and employers on all aspects of public and private sector pensions work including mergers and acquisitions, dealings with The Pensions Regulator and The Pension Protection Fund, investment, scheme mergers, re-structuring and discontinuance.

She also trains trustees on general and bespoke issues.  Prior to co-founding Pension Partners LLP with Pauline in 2009, Kate was a partner at DLA and Osborne Clark. She also worked at Wragge & Co and Hammonds (now Squires Sanders). Kate is dedicated to providing clear and pragmatic advice to her clients and to helping them to find solutions.

Kate is a member of the Association of Pension Lawyers and a committee member of the West Midlands National Association of Pension Funds.

Tel: 01905 371747 or 07801 788879

What others say about Kate

"We highly recommend Kate for her expertise in the field of pension matters. We found her to be most astute and her work to be extremely competent and speedy. She recently managed to provide us with a practical solution to a complex problem thereby achieving a significant advantage for all parties. Very importantly for us, also, is that she is a very pleasant person to deal with."

Pension scheme trustee

“Utterly professional”

FTSE 250 pension scheme trustee

“The training session was very good – pitched just right in terms of our knowledge levels

Pension scheme trustee

“Excellent talk”

Principal of college of further education

“Your talk did a lot to help our firm’s reputation in this sector”

Head of a leading team of solicitors specialising in further and higher education

The training session was very good – pitched just right in terms of our knowledge levels.

Trustee - Pension Scheme

Current News

Cohabitee wins right to pension

The Supreme Court has ruled that a nomination requirement relating to the payment of a survivor’s pension under a public sector pension scheme discriminated against cohabiting unmarried couples and should be disapplied.

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Reversing Trustee Decisions

Trustees have on occasion relied on the “Hastings Bass” rule to unwind decisions that subsequently transpire to have unintended consequences. The scope to do so has been narrowed by the recent Supreme Court judgments in the jointly heard cases of Futter and another v HMRC and Pitt and another v HMRC.

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EU Solvency Rules dropped

The European Commission has announced that it is dropping its plans for a new funding regime for pension schemes.

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Pensions for Mortgages

Nick Clegg announces a new government idea to allow parents to use their pensions to help children onto the property ladder.

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