Service type
  • All
  • DB Schemes
  • DC Schemes & DC Master Trusts
  • Investment & Funding Strategy
  • Project Management
  • Regulatory
  • Relationship & Conflict Management
  • Risk Transfer
  • Scheme Secretary
  • Transactions & Restructuring
Trustee model
  • All
  • Chair of Trustees
  • Co-Trustee
  • Sole Trustee
15 August 2022

Scheme governance

We worked with the trustee board to improve their scheme governance in order to make it robust and fit for purpose.

15 July 2022

Wind up of a DB pension scheme

By careful and proactive project management together with the goodwill of all of the stakeholders involved in this, the buy-out was completed within nine months and the trust wound up shortly afterwards.

1 July 2022

Trustee board constantly changing

As part of the knowledge transfer an electronic documentation retention tool was introduced to ensure that a full Scheme history was held and as importantly available to all trustees and their advisers.

12 June 2022

Distressed employer

We continue to closely monitor the employer covenant at quarterly meetings to receive information about cash flow, business pipeline and industry developments.

1 December 2019

Small Scheme Bulk Annuity Purchase

Working with our wider adviser contacts and their consolidation services offering we successfully completed a buy-in December 2019, moving to full buy-out in February 2020.

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