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Katy Beattie

SSAS Client Manager
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Katy manages a diverse portfolio of Small Self-Administered Pension Scheme (SSAS) clients throughout the United Kingdom.

She provides comprehensive guidance to directors and trustees across various SSAS matters, encompassing scheme setup, funding parameters and contribution thresholds, retirement provisions, death benefits, and investment strategies including loan-back arrangements, property acquisitions, and borrowing facilities.

Katy brings substantial experience in overseeing pension schemes featuring varied investment portfolios and delivering specialist consultancy services across multiple pension scheme challenges.

Significant experience:

  • Providing bespoke consultancy services to SSAS clients and their adviser
  • Delivering a high level of administration services to existing SSAS clients
  • Providing advice to a wide range of SSAS clients of varying size

 

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Career

Katy began her career at Barnett Waddingham in 2018 at the age of 20 and worked as a SSAS Client Administrator for five years before being promoted to a SSAS Client Manager in 2023.

Since then, Katy has continued in her role as a SSAS Client Manager, gaining experience from a number of complex issues and schemes and has increased her portfolio of clients over the past two years. 

Interests

In her spare time Katy plays football in Division 1 South of the Northwest Women’s Regional League. She also enjoys Water sports such as kayaking and paddleboarding.