Disclaimer: Final Salary Pensions are suitable for the vast majority of members. Transferring from a final salary pension scheme is an irreversible decision and it could have a detrimental effect on your retirement planning. The detail on this website is for information purposes only and is not to be taken as a personal recommendation. Before taking any action, you should take financial advice from a suitably qualified independent financial adviser. Any potential advantages of transferring from a defined benefit scheme to a defined contribution scheme are often outweighed by the costs, risks and loss of benefits involved.
Kate has worked in the financial services industry since 2007 from lending, banking and customer services to financial advice and compliance.
Her experience in both FCA and company driven past business reviews and in file reviewing, ensure the company delivers advice which meets regulatory requirements whilst delivering the best outcomes for our clients.
Outside of work Kate is a charity fundraiser and an endurance athlete, representing Great Britain in 2019 as an age group triathlete in the World and European championships.