Dalriada Trustees appoints Kate Lloyd as a Professional Trustee

18th January, 2022

  • Dalriada Trustees Limited (Dalriada), one of the largest providers of independent professional trustee services to pension schemes in the UK, has today announced the appointment of Kate Lloyd as a professional trustee.

    Kate joins Dalriada from Gateley’s pensions team, where she was a Partner advising trustee boards and corporate sponsors on a range of pensions law issues, including pension scheme funding and pension plan reconstructions. Before joining Gateley, Kate was a Senior Associate at Squire Patton Boggs, the same firm at which she completed her legal training contract.

    In total, Kate brings over 25 years’ pensions experience to her new role and will be based in Dalriada’s Birmingham office. She is well known amongst the Midlands pensions community having previously been a committee member of the Pensions Management Institute’s Midlands Regional Group and a former chair of the Midlands Association of Pension Lawyers.

    This appointment further strengthens Dalriada’s team of 48 fully accredited professional trustees located across its UK-wide office network in Belfast, Birmingham, Bristol, Glasgow, Leeds, Manchester and London,who are supported by a wider team of highly trained staff working in a variety of roles across the UK.

    Commenting on the appointment, Tom Lukic, Chair of the Dalriada Board and Head of the Midlands Business at Dalriada, said: “We are extremely pleased to welcome Kate to the team. Having known and worked with Kate over many years, she brings not only a wealth of pensions experience but also a pro-active and collaborative approach to her work.

    At Dalriada, we are committed to building a team of trustees from a broad spectrum of professional backgrounds to help schemes to navigate the increasingly complex world of scheme management. In this regard, Kate’s proven expertise across a wide range of schemes and pensions issues will help further strengthen the breadth of our team both locally in the Midlands as well as more nationally.

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