Katie has ten years’ experience leading PwC’s advice to both pension scheme trustees and sponsoring employers. Her current pension clients range in size from £10m to £70bn, and span a range of industries including logistics, travel, infrastructure and higher education. Katie’s expertise includes:
- An in-depth understanding of the Pensions Regulator’s approach. Katie was seconded to TPR in 2014, during which she gained first-hand experience of TPR’s approach to IRM and drafted TPR’s guidance on assessing employer covenant. In 2018 Katie was invited to join the Industry Working Group and is supporting TPR to develop the new DB Funding Code;
- Katie leads PwC’s covenant proposition to non-associated multi-employer schemes. She has advised four such schemes on specific challenges such as assessing affordability for large numbers of non-associated employers, integrated risk management and exit debts. As a member of the PLSA’s multi-employer scheme committee she has her finger on the pulse of issues affecting NAME schemes; and
- Helping clients navigate the PPF’s process to assess guarantees for PPF certification. She advised the PPF on best practice for its Experian insolvency model.
Katie was ‘Highly Commended’ at the 2019 Professional Pensions Rising Star awards for her contribution to the industry.