Kate joined 20-20 Trustees in January 2021. She is an experienced pensions professional and qualified pensions lawyer, with over 15 years’ in the industry. She has a particular interest in trustee effectiveness and the good governance of pension schemes.
Kate started her career as a pensions lawyer at Squire Patton Boggs where she advised trustees and corporates across a wide range of pension schemes on all aspects of pensions law. Kate also acted as an independent trustee director for the firm’s independent trustee company on a number of ongoing schemes and schemes going through their PPF assessment periods. Due to her legal background, Kate has strong technical skills and the ability to explain complex legislation and technical issues in simple terms, to stakeholders of all knowledge levels.
Following her time at Squire Patton Boggs, Kate took on the role of Governance Manager within the Co-operative Group’s large, in-house pensions team. As a Governance Manager, Kate carried out both legal and broader pensions work, including work on behalf of the scheme sponsor as well as the trustees. Working closely with the scheme sponsor for over six years gave Kate valuable insight into priorities and strategic vision from a sponsor perspective.
At the Co-operative Group, Kate was involved in a number of high profile projects, including scheme sectionalisation, high-value buy-ins and scheme mergers. She also led and project managed key projects such as GMP Equalisation and liability management exercises. In addition, Kate acted as Secretary of the Governance Committee to the Co-op’s main £9bn DB and DC hybrid pension scheme. Her role encompassed all aspects of scheme governance and regulatory compliance, including improvements to the scheme governance framework and key adviser review/fee negotiation processes. Kate’s work often involved close liaison with the Co-operative Group’s in-house pensions administration team, providing her with a solid understanding of scheme administration and data issues.
Kate’s particular strengths include building strong relationships quickly with a wide variety of stakeholders and working collaboratively with Trustee Boards and scheme sponsors to achieve affordable, commercial solutions, and positive outcomes for members.