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Gateley Plc

ONE ELEVEN, EDMUND STREET, BIRMINGHAM, B3 2HJ, ENGLAND
Tel:
Work 0121 234 0000
Fax:
Fax 0121 234 0001
DX:
13033 BIRMINGHAM-1
Email:
Web:
www.gateleyplc.com
Birmingham, Dubai, Leeds, Leicester, London, Manchester and 2 more

Kate Lloyd

Tel:
Work +44 (0) 121 234 0207
Email:
Web:
gateleyplc.com/
Gateley Plc

Work Department

Pensions.

Position

Kate is a partner in the Gateley Birmingham pensions practice advising employers and trustees of occupational pension schemes on all aspects of pensions law as well as dealing with pensions issues on corporate transactions. Kate has over 20 years of pensions experience, with the last 14 in the pensions legal field. 
Kate's recent experience includes:
- advising on scheme funding issues including the establishment of reservoir trusts and the entering into of guarantees, undertakings and negative pledges; 
- advising in respect of corporate restructurings including the apportionment of scheme liabilities;
- advising on pension scheme overpayments and their recovery; and
- complex definitive deed rewrites and the drafting of scheme amendments.

Career

Trained Hammonds (now Squire Patton Boggs); qualified 2006; personal pensions mis-selling review team member, Pearl Assurance plc 1996-1997; scheme administrator and team leader, TI & Dowty Pensions 1997-2000; technical team member, TRW Benefit Administration (UK) 2000-2003; senior associate (having joined as a legal assistant and completing training contract), Squire Patton Boggs 2003-2014; partner (pensions practice) Gateley LLP 2014 to date. Publications of note: quoted several times in Professional Pensions.

Member

APL (committee member and chair of Midlands APL).

Education

Queen Elizabeth's Grammar School, Horncastle, Lincolnshire; Birmingham City University (1992-1995 LLB (Hons) – 2:1; 1995-1996 Postgraduate Diploma in Legal Practice – commendation).

Leisure

Running, spending time with friends and family, music and films.


West Midlands: Human resources

Pensions

Within: Pensions

Gateley Plc practice has a strong focus on the engineering, pharmaceuticals and financial services sectors, with ‘excellent response times’, ‘very strong expertise’ and ‘appropriate advice’. Michael Collins  leads the team and is ‘knowledgeable’, ‘approachable’ and ‘straightforward’. He recently advised Pension and Life Assurance Plan of Macmillan on its executive ‘top up’ scheme. Kate Lloyd  is also a key figure, with notable strengths in scheme mergers and funding, equalisation, as well as the establishment of new schemes.

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