About
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 and liability management exercises, including buy-ins and buy-outs. 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.
She 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 and the North East APL Sub-committee.
Experience
- Funding options: 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.
- Employment work: Working with employment lawyers to advise on the pension implications of redundancy programmes.
- Defined benefit scheme: 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 member complaints during the IDRP and on the matter going to the Pensions Ombudsman.
- Local authorities and contractors: Advising local authorities and contractors on the pension implications of public sector outsourcing and negotiating and documenting pension provision and ensuring compliance with legal requirements and codes of practice.
Credentials
- Admitted as a solicitor: England & Wales (2009)