How We Add Value

Our contributions are derived from the firm’s collective knowledge and experience, and are tailored to each scheme’s specific circumstance.

Our clients have told us that there are a number of ways we add value:

  • Experience in innovative pension strategies
  • Evaluating advice and setting investment strategies
  • Reviewing governance
  • Getting the best from advisers
  • Expert procurement of services for pension schemes

Between them our team have had direct experience of the following:

  • Closures to accrual
  • Trust Deed and Rules consolidations
  • Buy-ins, buy-outs and longevity swaps
  • Pension increase exchanges and other liability management exercises
  • Scheme mergers
  • Covenant assessments
  • PPF compromises
  • Corporate transactions
  • Negotiations with sponsoring employers, both UK and International
  • Fiduciary management review exercises
  • Adviser and service provider reviews and appointments
  • Interactions with the Pensions Regulator and the Pension Protection Fund