Katie Smith

Manager

defined benefit (DB) • pension scheme administration • risk transfer

Katie supports our directors on a variety of different schemes and is a member of our risk transfer team.

Background

Katie joined us in 2019 as a trustee consultant. She provides support to our professional trustees on a range of pension schemes. Her strengths of communication, organisation and teamwork make her a vital cog in our team, whilst helping her clients reach their end goal of wind-up and buy out.

Beginning her pensions career in 2011 with Towers Watson, Katie then moved to Broadstone in 2015 as a senior pensions administrator. In these roles she has accumulated over a decade’s worth of experience working in pensions, across both defined benefit (DB) and defined contribution (DC) schemes.

Outside of work, Katie enjoys tennis, netball and weekend family walks with a pub stop in the middle!

Contact details

03001800155

Qualifications

Certificate in Pension Trusteeship (Unit 1).

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