Contact details

Katie Whitford

T: +44 20 7809 2378 M: +44 77 4103 9809 Email Katie | vCard Office: London

Katie Whitford Associate

Contact details

Katie Whitford

Katie Whitford
Associate

T: +44 20 7809 2378 M: +44 77 4103 9809 Email Katie | vCard Office: London

Katie is an associate with experience advising trustees and sponsors on a range of pensions issues, from trustee changes and amending scheme governing documentation to liability management exercises and corporate transactions.
  • Profile
  • Services

Her experience includes advising on day-to-day matters including auto-enrolment compliance, GDPR compliance, and member-nominated trustee and director appointments and removals. Katie has also advised on large projects including bulk transfers of benefits, contingent asset arrangements, apportioning employer debt, and updating governing documentation for a longstanding pension scheme.

Katie is an associate member of the Association of Pension Lawyers.

  • Pensions advisory

Trust deed and rules update

Drafting a consolidation and update of the governing documentation of a longstanding defined benefit pension scheme.

Advice on life assurance trusts

Assisting with the drafting of a registered life assurance scheme trust deed.

Advice on a pension scheme merger

Advising the trustees of a DB and DC pension scheme on the scheme’s merger into a multi-employer pension scheme.

Advice on authorised payments

Advice regarding permissible payments from a pension scheme to an employer.

More: Pensions advisory

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