Kelly Beattie Senior Associate

Kelly has significant experience of advising both employers and trustees on the day to day aspects of a wide range of pension matters and larger scheme projects including benefit restructuring exercises, scheme mergers and liability management exercises. She has advised both smaller schemes and large, billion pound schemes in various sectors on pensions and pensions tax legislation as well as drafting scheme documentation and supporting clients on corporate restructurings.

Kelly also advises on public and third sector pension arrangements and has extensive experience of advising on public sector outsourcing and insourcing and staff rationalisation projects for a variety of clients including local authorities, NHS trusts, contractors and academies.

Kelly is a member of the Association of Pension Lawyers and sits on the APL Public Sector Sub-committee. 

• Advising local authorities on LGPS pension risk sharing with contractors when outsourcing services.
• Drafting deeds to amend pension scheme governing documents.
• Advising employers on options for funding occupational defined benefit pension schemes, including managing surplus, and the pension implications (including the Pensions Regulator’s powers) on corporate restructurings.
• Working with employment lawyers to advise on the pension implications of redundancy programmes.
• Closure of a defined benefit scheme to future accrual and the establishment of a defined contribution section.
• Transferring members from an employer’s defined contribution pension scheme into a master trust arrangement.
• Advising Trustees on member complaints during the IDRP and on the matter going to the Pensions Ombudsman.