Katie Banks - Defined Contribution Conference 2019

Katie Banks

For over 20 years, Katie has been focused on providing pension's advice to companies and trustees. She enjoys providing day to day advice to her clients, many of whom are very longstanding and has had success helping clients with significant and often high-profile projects. These projects have required the coordination of large teams of lawyers and a collaborative approach with other advisers.

She advises buyers and sellers on the increasingly complex issues arising on mergers, acquisitions and disposals. She also leads the team which focuses on advising product providers on pension products.

Katie is ranked as a leading individual in both Chambers and the Legal 500. She is a member of the Association of Pension Lawyers and Pensions Management Institute.

Representative experience

  • Advising Rolls-Royce Plc on a £12 billion defined benefit pension scheme merger.
  • Advising Alstom on the pensions aspects of its transformational deal with GE.
  • Advising Santander UK plc on a seven defined benefit pension scheme merger.
  • Advising Bestway on the pensions issues arising from the acquisition of the Co-operative Group pharmacies.
  • Advising ITV on its various management projects including a longevity swap, enhanced transfer values and pension increase exchange.
  • Advising the trustees of the Industry-Wide Coal Schemes on an innovative debt for equity swap with UK Coal.