Kate has over 20 years’ experience in pensions and is the lead director on some of our most challenged schemes.
Kate’s appointments are varied with current emphasis on sole trusteeships; schemes with significant funding challenges, not-for-profits and non-associated multi-employer schemes. She enjoys working with a large stakeholder group and has a great deal of experience with the Pensions Regulator.
Kate also leads our Data Security and IT Security team.
Kate is a qualified lawyer and prior to joining Ross Trustees spent her career as a pensions lawyer at Eversheds and, latterly, Pinsent Masons. She remains a qualified lawyer.
Kate’s key skills lie in the co-ordination of advisers and building strong relationships across all stakeholders. She is an effective project manager with an eye for detail whilst delivering strategic, thoughtful leadership.
“Kate provides thoughtful, balanced and commercial trusteeship. Kate excels at bringing together other trustees, employers and advisers helping pensions projects run smoothly and efficiently. She is skilled at asking the right questions at the right time, and identifying what are the key issues that need to be addressed. Kate is great to work with, open, friendly and highly organised.”
Partner, Law Firm
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