Case studies

Case Study

Helping trustees to reduce key person risks

Recent events have brought business continuity plans into operation across advisers and trustees. Whilst the short-term issues may have been addressed, trustees al…

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…

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 …

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…

Case Study

Achieving higher returns with lower risk

We were appointed to advise a client with ~£400m of assets in 2015 and this case study sets out how we worked with the trustees and employer to ultimately reduce ri…

Case Study

An out of control deficit

We provide a regular funding and investment monitoring service to the trustees of a £40m scheme. We were asked to review the funding and investment strategies of th…

Case Study

Contingency planning in action

A client was looking to develop a financial management plan for the scheme, targeting a fully de-risked and liability matched investment strategy and moving on to b…

Case Study

A complex covenant structure

One of our clients has been facing some challenging covenant issues and so our actuarial and investment consulting teams have worked closely together to provide pro…