A smooth landing to wind-up

This case study looks at the way we helped this client’s pension trustees by leading pension scheme operations, looking after all day-to-day activities, effectively managing trustee priorities and ensuring the plans run smoothly.
It also looks at how our team ensures the pension trustees benefit from transparency and cost efficiency.

Micro schemes in maximum focus

At our Endgame Solutions Conference earlier this summer, one of the most insightful sessions turned the spotlight onto a part of the market often left in the shadows: micro schemes. I was pleased to chair the discussion and was joined by a panel of expert colleagues from across the industry, including Adam Davis (K3/Isio), Alma […]

Getting ‘under the bonnet’ (of the insurer decision-making process)

Understanding the insurer decision-making process and what drives their triage is crucial for trustees and sponsors to secure the best deals for buy-in and buy-out transactions. At our ‘Endgame Solutions Conference,’  I chaired a discussion on how to do this alongside fellow industry experts: Pete Jennings (Just), Adrian Somerfield (L&G), Costas Yiasoumi (formally WTW, now […]

Speeding up a small scheme buy-in

In this case study we explore how James Duggan and Kevin Kenneally worked alongside our endgame solutions and small schemes teams to help a client by achieve a swift buy-in for their small pension scheme.

The journey to buy-in and buy-out

Watch our video explaining the typical journey a pension scheme will go through buy-in to buy-out, and eventually wind-up; something we have lots of success with, having taken many pension schemes through their end-to-end journey. If this sounds like something you’d like to hear more about, then please visit our ‘Endgame solutions’ webpage.

What do trustees need to consider with reinsurance?

Earlier this year we hosted our Vidett ‘Risk Transfer Conference’, bringing together industry experts from around the country. We were joined by Phoenix Group, Just and Hymans Robertson for a session on reinsurance to explore the latest trends and key things pension trustees need to know. The market is growing, with no signs of stopping! […]

What do trustees need to know about the ‘Mansion House Reforms’?

The recent ‘Mansion House’ speech by the Chancellor of the Exchequer, Jeremy Hunt, introduced a series of reforms aimed at empowering the financial services sector to improve pension and investment returns for people in the UK. These changes also aim to increase the supply of investment capital to support the growth of high-potential businesses across […]

GMP equalisation

This case study looks at how we managed GMP reconciliation and equalisation for a client where rectification of pension increases was also needed. Wrapping them into one project ensured benefits were only amended once, making member communications clearer.