The future for professional trustees and their schemes
At the end of May, I had the pleasure and privilege to speak at Professional Pensions Live. The discussion centred on the future of trusteeship, a topic that has come up frequently since I joined Vidett. The Pensions Regulator (TPR) has set out a vision for the future and I am encouraged by its direction. […]
My fond farewell
It’s been a great ride for me at Vidett during almost 10 years at the firm. We were originally known as HR Trustees, when I joined the company straight from a career in banking. Back then I was still a trustee of the Bank of New York Hybrid Pension Plan, where I had served for […]
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 […]
Royal London announce £30m buy-in
We were delighted to see Rich Ingham, Phil Williams and Duncan Willsher recently assist Royal London with the successful completion of a £30 million full scheme buy-in for The Retreat York Pension Scheme. Working alongside K3 Advisory, First Actuarial and Wrigleys Solicitors; the transaction was a market first for Royal London, a new entrant to the […]
Vidett help complete £880m buy-in
Client directors Kate Leigh and Mark Cliff were thrilled to be key members of our team, that helped complete an £880m buy-in for the Rolls-Royce & Bentley Pension Fund. The transaction demonstrated innovation, precision and sound engineering; securing the benefits for the pension scheme’s c.6,000 members. On reflection of the deal, Kate Leigh commented: “The completion […]
Corporate restructuring for Communisis
In this case study we were tasked with optimising member benefits for a pension scheme who’s sponsor was experiencing significant financial distress. Read the case study to see how we helped.
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.
Working collaboratively with a scheme sponsor to develop a long term strategy
We were appointed as sole trustee for a scheme where relationships between the previous trustees and employer had broken down.
This case study looks at what we did to help reduce funding volatility, quickly implement new investment mandates and revitalise the employer’s relationship with the scheme.