This website will offer limited functionality in this browser. We only support the recent versions of major browsers like Chrome, Firefox, Safari, and Edge.

Search the website

Kelly Beattie

Senior Associate

Download V Card Document Document
Kelly Beattie

About

Kelly has extensive experience advising both employers and trustees across the full spectrum of pensions law. She provides strategic and day to day advice on a wide range of pension matters and has led on major scheme projects including complex benefit restructuring exercises, liability management programmes, and large scale risk transfer transactions such as buy ins and buy outs. Kelly has advised clients on various pensions and pensions tax changes and works closely with colleagues across the firm to advise on the pension implications of corporate restructurings, employee redundancy exercises and pensions disputes.

Her practice spans both smaller schemes and multi billion pound pension arrangements across a variety of sectors, including the manufacturing sector, public sector, healthcare sector and financial services sector.

Kelly has a strong public and third sector practice. She regularly advises on public sector pension arrangements including the LGPS, NHSPS and TPS, with substantial experience in public sector outsourcing and insourcing, staff rationalisation and TUPE related projects. Her clients include local authorities, NHS trusts, government linked bodies, outsourcing providers, contractors and academy trusts.

She is an active member of the Association of Pension Lawyers and contributes to the industry through her roles on both the APL Public Sector Sub committee and the North East APL Sub committee.

Experience

  • Risk transfer: Advising the Trustee of the Honda-Group UK Pension Scheme on securing the pension benefits of 4,700 members with L&G in a buy-in valued at c.£800million and the Trustees of two sister schemes with CF Fertilisers as the sponsoring employer on securing the pension benefits of over 1,350 members with Prudential in a transaction valued at £265million.
  • Defined benefit scheme: Advising the Trustee on the closure of a defined benefit scheme to future accrual and the establishment of a defined contribution section.
  • Defined contribution scheme: Transferring members from an employer’s defined contribution pension scheme into a master trust arrangement.
  • Pensions disputes: Advising Trustees on a member complaint under an IDRP relating to an ill health claim and providing guidance on the matter going to the Pensions Ombudsman.
  • Public and third sector: Advising local authorities, trusts, academies and private sector contractors on the pension implications of the transfer of staff who participate in public service pension schemes and assisting the employer to secure access to the relevant public service pension scheme.
  • Member-directed pensions: Advising private client /financial services sector clients on pensions and pensions tax matters relating to their SIPPs, SSASs and EFURBs, including the impact of the proposed IHT changes.

Credentials

  • Admitted as a solicitor: England & Wales (2009)