James Chalk talks DB surplus with The Pensionist
James Chalk recently joined Fieldfisher for their latest episode of The Pensionist podcast! Click below, as alongside Larisa Gordan and Jeremy Harris, they lock horns with the subject of defined benefit surplus, discussing how surplus can be used and returned, the legalities involved and the new trustee duties under the Pension Schemes Act 2026. Click […]
The Consolidation Effect: The Evolution of Consolidators and the Industry Impact
As superfunds, insurer-led buyouts, and alternative structures reshape the risk transfer landscape, trustees and sponsors have more choice than ever, but also greater complexity. The market is evolving at pace, creating new opportunities and challenges for all stakeholders. At our recent Endgame Solutions Conference at Silverstone, I chaired the session ‘The Consolidation Effect – The […]
Trustee Talk: James Chalk talks covenant
Client director James Chalk joined Asset TV’s Sam Rossiter for their episode that centered on the subject of sponsor covenant. Looking at the recent recording, James commented: “As many schemes move towards their endgame or a run-on structure, there is a danger that sponsor covenant is forgotten about. In this edition of Trustee Talk I […]
Talking endgame: trustee insights and perspectives
As professional trustees, we bring essential skills to all defined benefit (DB) pension schemes and particularly during endgame transactions. This was a hot topic at our ‘Endgame Solutions Conference‘, where myself, Becky Wood, Ben Salmons and Mark Johnston discussed our experiences and insights, alongside the session’s chair, Joanna Carter from XPS. A busy year In […]
Buyout – it’s not all about the price
Trustee Director James Chalk joined Mercer for the latest episode of their endgame series. Entitled ‘Buyout – it’s not all about the price’; this episode explored the considerations that trustees and sponsors are taking into account when selecting an insurer for a bulk annuity deal. With other factors such as an insurer’s financial strength and […]
ExpertView EP15: small schemes and risk transfer
ExpertView is our series of discussions bringing together experts from different disciplines to share their specialist perspectives on key pension topics. In our latest episode, Trustee Director James Chalk hosts the panel, and is joined by Iain Church from Hymans Robertson, and Nick Flynn from Canada Life. In the discussion, James investigates several areas, including: […]
Securing a speedy £160m buy-in for Repsol Sinopec
Whilst acting as the sole trustee for the Repsol Sinopec Pension and Life Scheme, see what we did to help them capitalise on an improvement in scheme funding levels.
This case study is a great example of how we quickly secured members benefits through collaboration and teamwork.