Julia Yates

Trustee Director 07904 143 601 julia.yates@2020trustees.co.uk

Julia joined 20-20 Trustees in March 2019, working across the Midlands, West and Wales. She has significant expertise in understanding employer covenant and affordability as well as agreeing an appropriate long term investment and funding strategy that works for both the trustees and scheme sponsors.

Before joining 20-20 Trustees, Julia led PwC’s Employer Covenant practice in the Midlands where she advised trustee and corporate clients with pension schemes ranging in size from £10m to over £1bn on triennial valuations, long term objectives, integrated risk management, corporate transactions, notifiable events, clearance, restructuring and PPF levy. Julia advised clients that operated across a number of sectors including industrial products and manufacturing, energy, telecoms, construction, professional services and not for profit. These clients had a variety of ownership structures including UK listed businesses, subsidiaries of overseas parent companies, private businesses and not for profit organisations.

Julia also has significant experience in dealing with situations involving the Pensions Regulator, including clearance for corporate transactions, and the Pension Protection Fund.

Julia is a Chartered Accountant and an active member of the West Midlands Pensions and Lifetime Saving Association Committee. Julia also presents at local external events and forums such Pensions and Lifetime Savings Association West Midlands and East Midlands Chapters, Association of Pension Lawyers and the Midlands Diversity Forum.

Julia’s strengths are in building strong relationships quickly, collaboration and pragmatism. Julia uses these strengths to focus on strategic priorities and get to a sensible commercial outcome that’s a win-win for everyone.

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