Julia Yates

WORK HISTORY

EDUCATION

SKILLS

ABOUT JULIA YATES

I am an accredited professional pension trustee, acting as chair, co-trustee and part of a sole trustee board. I have significant expertise in understanding employer covenant and affordability as well as agreeing an appropriate long term investment and funding strategy that works for both the trustees and scheme sponsors. Before being a trustee, I led PwC’s Employer Covenant practice in the Midlands where I advised trustee and corporate clients with pension schemes ranging in size from £10m to over £1bn on triennial valuations, long term objectives, integrated risk management, corporate transactions, notifiable events, clearance, restructuring and PPF levy. I advised clients that operated across a number of sectors including industrial products and manufacturing, energy, telecoms, construction, professional services and not for profit. These clients had a variety of ownership structures including UK listed businesses, subsidiaries of overseas parent companies, private businesses and charities. I also have significant experience in dealing with situations involving the Pensions Regulator, including clearance for corporate transactions, and the Pension Protection Fund.I am a Chartered Accountant and an active member of the West Midlands Pensions and Lifetime Saving Association Committee. My strengths are in building strong relationships quickly, collaboration and pragmatism, helping trustee boards and employers focus on strategic priorities and getting to a sensible commercial outcome that’s a win-win for everyone.#professional #pension #trustee #Midlands #West #Wales