Delivering a merger for Volvo Group
As part of the general code of practice’s effective system of governance requirements, many pension scheme’s are implementing Incident Response Plan’s in case of a data breach.
But how comfortable are trustees with using the policies they’ve put in place? We ran a simulation to find out…
Simulating a data breach
As part of the general code of practice’s effective system of governance requirements, many pension scheme’s are implementing Incident Response Plan’s in case of a data breach.
But how comfortable are trustees with using the policies they’ve put in place? We ran a simulation to find out…
Helping trustees with a sponsor covenant self-assessment
In this case study, the trustees decided not to obtain an independent covenant review, but needed help documenting their own assessment to formally record their considerations and evidence. Read the case study to see how we helped.
Lessons learned from a £600m buy-in
In this case study we share the wisdom we gained during the buy-in for a client with £1.6bn in assets. These lessons allowed us to achieve the buy-in within the set time frame and secure £600mn for our client.
Achieving efficiencies across multiple pension schemes
This case study shows how we, as an independent trustee and scheme secretary, improved both cost and time efficiency for a client with four separate defined benefit (DB) pension schemes. This included streamlining our client’s trustee boards and delivered noticeable benefits for the company, trustees and members.
Fiduciary manager selection
We were appointed trustee in 2018. An early task was working with the trustee board to consider whether engaging a fiduciary manager would be an appropriate measure to help mitigate funding risks.
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.
Master trust selection & transition
This case study displays how we helped a pharmaceutical company with a hybrid scheme select and then move to a DC master trust. Our trustee training and four stage selection process allowed our client to select the master trust that best suited their scheme’s needs.
Sole trusteeship & a successful small scheme buy-in
We were appointed by the Brick Development Association (BDA) to succeed trustee directors who were retiring. Past trustee minutes going back down the years talked about aspirations of possibly winding the pension scheme up.