Katie Whitford

Solicitor

Pensions & Employee Benefits




T: +44 (0)20 7395 3188
kwhitford@wedlakebell.com

Katie Whitford's LinkedIn profile

Expertise

Katie is a solicitor in the Pensions and Employee Benefits team. She assists with both pensions and employee incentive matters and contributes articles to the firm’s publications and the wider press.


Recent Experience

Katie works with a range of clients including employers, trustee boards and individuals on a variety of pensions and employee benefit matters. Recent experience includes:

  • advising pension scheme trustees on a bulk transfer of benefits;
  • consolidating governing documentation for a final salary pension scheme;
  • successfully appealing against a substantial alleged overpayment of benefits on behalf of a pension scheme member;
  • advising trustees of employee benefit trusts on disguised remuneration tax issues; and
  • advising start-up businesses on employee incentive arrangements, in particular enterprise management incentive share schemes.

Career History

Katie trained with Wedlake Bell and completed seats in the firm’s Pensions and Employee Benefits, Employment, Construction, and Commercial Property teams.

Katie studied History at the University of Sheffield before going on to obtain a Masters in Law. Katie completed the Legal Practice Course with distinction at BPP University in 2015. She qualified as a solicitor in October 2017.


Insights

PPF compensation caps ruled unlawful

Insights

British Airways: Court of Appeal defines the proper purpose of an occupational pension scheme and narrows the role of pension scheme trustees

Insights

£800m buyout of new BHS pension scheme

Insights

Dixons Carphone in the spotlight

Insights

Barclays ring-fencing proposals sanctioned by the High Court

Insights

HSBC pensioners challenge pension “clawback”

Insights

Overseas Pension Transfers: The Pitfalls

Insights

HMRC v Staveley, Upper Tribunal decision, January 2017