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Kate Buckham

Email: kate.buckham@wrigleys.co.uk

Telephone: 0113 204 1139

Office: Leeds

Department: Pensions

Position: Partner

Areas of practice:

Kate is a partner and co-head of the pensions team.  She trained with international law firm, Baker McKenzie, joining its pensions team on qualification in 2004.  Kate subsequently relocated to Yorkshire and joined Wrigleys in 2017. 

Kate has many long standing trustee clients whom she assists with queries including the interpretation of scheme rules, the resolution of member complaints, and the application of new case law and legislation including with regards to GMP equalisation and the UK GDPR. 

Kate has significant experience advising on the impact of corporate transactions and restructuring on schemes, including statutory debt triggers, anti-avoidance issues, and the negotiation and drafting of contingent assets.  Working in tandem with the firm’s charities and social economy team, she is well placed to advise charities and other not for profit organisations on their pensions obligations arising, for example, on incorporation, merger and public sector outsourcing.

Recent experience includes:

  • advising the trustees of an occupational pension scheme on the bulk transfer of assets to a DC master trust (following the client’s referral to the Wrigleys’ pensions team by the London office of a national firm who were retained to advise the master trust).  Advice included reviewing / negotiating the terms of the deed of participation, the transfer agreement and pre-funding letter.
  • advising a local branch of a substantial UK charity on the transfer of pensions liabilities from the unincorporated to the incorporated branch by way of a flexible apportionment arrangement.  Advice included admitting the incorporated branch to participate in the charity’s pension scheme, re-opening the scheme to future accrual, and drafting / negotiating the terms of the deed to record the flexible apportionment arrangement.
  • advising schemes and employers in connection with the implementation of liability management exercises, including the provision of enhanced transfer values and pension increase exchanges.

Testimonials:

‘Kate Buckham communicates very well on legal subjects that the ordinary layman might struggle with and is patient in ensuring that there is understanding of the advice she is giving. She is always very well prepared and the documents she has circulated prior to a meeting are clear and concise. She offers, when applicable, options and is clear in explaining the pros and cons of each. All in all extremely professional and pleasant.’ – The Legal 500 (2022).

'Kate Buckham is extremely bright, thorough and painstaking in her detail, but is also able to relay highly complicated matters relating to pensions drafting and interpretation in an understandable way to clients.' – The Legal 500 (2020)

 

Professional memberships:

  • Association of Pension Lawyers

27 Jun 2022

39 Essex Chambers Mental Capacity Report - May 2022

Notwithstanding Brexit, a recent EU case highlights the need for up-to-date evidence in support of deprivation of liberty (DOL)

14 Jun 2022

Senior pensions lawyer, Helen Woodford, joins Wrigleys

Helen Woodford has joined the Pensions team on a permanent basis, following her recent involvement with the firm in a consultancy role.

08 Jun 2022

Private client consultant solicitor, Antonia Moore, joins Wrigleys’ Leeds office

We are delighted to welcome Antonia Moore to our Leeds office.