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Case Study
Reflecting on a trustee effectiveness review
With TPR's new Code of Practice placing trustee effectiveness high on the agenda, we discuss a recent trustee effectiveness review we conducted.
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Case Study
Helping trustees to reduce key man 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…
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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
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
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…
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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…
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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…
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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…
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Case Study
De-risking without significant increases deficit recovery contributions
As part of their most recent actuarial valuation, Tate & Lyle were seeking to continue to de-risk their £1 billion legacy DB pension scheme, but without a significa…
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