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Kate Bailey
Partner
Kate Bailey joined the Pensions team in 2010, having completed her training with the firm. She has a wealth of experience advising on all aspects of occupational pension plan management, including governance, legislative compliance, benefit change projects, liability management projects, mergers and buy-ins/buy-outs. Kate has been shortlisted for a number of awards, including, recently, for the Future Face of Legal in the Chamber of Commerce Awards 2019 and the Most Inspiring Returner award at the Women in Pensions Awards 2021. Kate is a member of the Association of Corporate Governance Practitioners, a trustee director of the Midlands Air Ambulance Charity and a director of the Colmore Business Improvement District.
She advises on all aspects of occupational pension plan management including governance, legislative compliance, plan documentation, member queries and benefit change projects, both in respect of defined benefit and defined contribution arrangements. Kate’s clients include sponsoring employers and pension plan trustees.
- Advising the trustee of a large pension plan on a proposed investment and the associated employer-related investment issues.
- Advising the pension plan trustee of a global transport and logistics company on the application of the later earnings addition in the context of a pension plan merger.
- Advising a sponsoring employer on its scheme exit options including managing its section 75 liabilities both to its members and in relation to significant orphan liabilities.
- Advising a large pension plan on the possibility of making complex retrospective amendments to the plan's RPI / CPI position.
Education
- Nottingham Trent University, LL.B., (Hons), 2006
- Nottingham Law School, Graduate Diploma, Law, 2008
Admissions
- England and Wales, 2010