Navigating the future of DC governance – Insights from Governance Matters

I was delighted to present the final session at Vidett’s Governance Matters conference, hosted in partnership with Sackers, where we explored the evolving landscape of Defined Contribution (DC) pensions and what these changes mean for employers. The discussion focused on the Pensions Bill, governance standards, and consolidation and why it is so important, with so […]

F2 Chemicals secure £8m buy-in

As Trustee to F2 Chemicals Limited, we’re delighted to have successfully guided their scheme into an £8m buy-in, with the completion helping secure the benefits of all its scheme members. Acting as the Chair of the Trustees for the scheme, Mark Johnston was thrilled with the outcome: “Working with F2 Chemicals, we are delighted to […]

Finding a buy-in for a small scheme

Explaining how we eventually got the best outcome for our scheme through collaboration and a team effort, this case study details the ins and outs of small scheme navigation.

Shaping Tomorrow: Our podcast relaunches!

Newly renamed ‘Shaping Tomorrow’ – our podcast series is evolving. Come with us as we meet a range of pension industry experts who take a deeper dive into the relationships, ideas, discoveries and innovations that help us achieve great results.  In episode one of our reimagined series, you’ll meet our new host, client director Clare […]

Predicting pensions in 2025

As 2025 begins in earnest, we’ve been asking some of our experts what they think the year will bring for their service line and the pensions industry as a whole. Here’s their thoughts: Mandy Kaur-Sadler, head of our large schemes service line Q: Is buy-out still the optimal outcome?  A: “An emerging trend, particularly notable […]

The great DB debate

Despite the decision to join a master trust sitting with a pension scheme’s sponsor, the trustee’s view remains important. Pension scheme journeys are a partnership between sponsors and trustees; both wanting the best outcomes for scheme members. As responsible trustees, we need to consider which schemes the master trust approach might be right for and […]

Project Crown: beating the odds

Learn how Kevin Clark helped this small scheme defy the odds against a volatile market due to the 2022 gilts crisis – helping the small scheme go from deficit to wind-up in a short amount of time. 

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 […]

Gallagher webcast: finding a bulk purchase annuity for small schemes

Associate director Ben Salmons joined Mark van den Berghen (Head of Risk Transfer, Gallagher) and George Milligan (Origination Actuary, Pension Insurance Corporation plc), for Gallagher’s endgame related session on small schemes. Part of their pensions conference season, the online event looked to share insights into how the market is changing – and must continue evolving […]

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.

Exiting an insured arrangement

In this case study we explore how Chris Halewood and the small schemes team brought benefits to a client by helping them exit an insured arrangement.

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: […]

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.