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Case Study
Tate & Lyle: a journey plan in half the time
Our actuarial, investment and specialist bulk annuity advice centred on their £1bn+ UK DB pension scheme, eventually securing all members’ benefits with a bulk annu…
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Case Study
Pension management: extra hands and fresh eyes
Our national Pension Management team has a broad range of experience in the running of pension schemes and can provide tailored support as part of the client’s own …
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Case Study
The FA: understanding the needs of employees
The FA recognises the benefits that a positive employee culture has on meeting performance targets. A forward thinking, progressive organisation, The FA was keen to…
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Case Study
Testing! Testing! Will your drawdown fund suffer a tax charge on your 75th birthday?
One of the important things to remember with drawdown is that your pension fund may be tested more than once against the lifetime allowance (LTA): once when you go …
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Case Study
Organising a pension scheme buyout – efficiently and cost-effectively
When the Alliance Trust Companies’ Pension Fund needed winding up, we used our specialist teams and strong project management to bring together every aspect of a hi…
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Case Study
Providing expertise in global accounting consolidation
Our client, Tate & Lyle, is a global provider of solutions and ingredients for food, beverage and industrial markets, with over 11,500 members of pension and other …
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Case Study
Securing pension scheme members in BHS buyout
We played a critical role in helping secure the pensions of 9,000 BHS staff. Our work for this client has been very much a team approach, with a number of service a…
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Case Study
Timely and efficient IAS19 accounting for a company with £1.5 billion of DB obligations
Our client, P&O, has around £1.5 billion of pension liabilities on an IAS19 basis, in three separate defined benefit (DB) pension arrangements.
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Case Study
SSAS as an intergenerational planning vehicle
Using pension savings to purchase a commercial property to “leaseback” to a company, is often a useful way to provide that company with a welcome cash injection.
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Case Study
A change of corporate ownership - reviewing the pension implications
We have provided actuarial and investment services to a £20m pension scheme, whose sponsoring employer is a design and manufacturing company in the aerospace indust…